Fundraising and CRM Analyst
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6-8 years of CRM experience Platform
They need someone with a basic understanding of the fundraising process. The ideal candidate should be smart, and even someone with limited experience or who has worked in the past would be a good fit.
Additionally, the candidate should possess basic Excel skills, including VLOOKUP, Pivot tables, and formulas. This is an immediate requirement for the team.
IT team manages the technology platform which supports the fundraising, marketing, and investor relations functions performed by the Capital Formation Group (CFG).
This includes Salesforce FSC as the CRM system for fundraising and other ancillary applications used for events management and investor portals. The team also helps the business to achieve the highest possible data integrity within the scope of the investor accounts and contacts. Position We are looking for an enthusiastic, intuitive, and curious IT business analyst who can gather requirements, build reports, troubleshoot issues, and support our business users on a day-to[1]day basis.
Gain a deep understanding of the business and IT processes, logic, and applications supporting the sales and investor relations business functions and translate into clear process documents and visuals
Become an expert on the data and how it is all interconnected, be able to easily tell whether a report looks correct, be able to help developers connect data with joins to obtain the correct results
Suggest, implement, and test process improvements, especially leveraging prior experience in fundraising and marketing efforts, contacts management, events management, investor accounts, tax, and compliance reporting
Interpret user requests in layman s terms, translate that into technical tasks, and build new fields, workflows, and sophisticated and polished reports that will help the Sales team track activities, increase outreach rates, etc.
Analyze various contact, investor, and financial data to suggest and create new health checks or reconciliations, and work with the business team and IT team to maintain data quality
Partner with the IT development team to design and provide clear requirements and visuals documentation on the product to be built via web applications, SQL queries, APIs, etc.
Work with the QA team to develop test cases/scenarios as a part of the SDLC process and help them troubleshoot when there are data discrepancies or determine certain discrepancies are acceptable (and be able to explain why)
Help the IT team stay organized by updating the Azure Boards ticketing system and track status updates for our deliverables Research and test new potential applications for the team Required Skills
Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs, creating workflows, setting up fields, data uploads, building inline reporting
Experience in the buy-side finance industry, including PE and open-ended funds
Visio taking descriptions of processes and converting into a meaningful Visio diagram with swim lanes
Excel Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of data into a meaningful summary for business users
Power BI build reports from preset views or custom SQL queries, joining multiple data sources, adding Calculated Fields and Parameters to create a visual, interactive experience for business users
SQL Writing and editing basic queries based on preset views, ability to look at a query to help troubleshoot
Deep understanding of how data is connected, comfortable joining different tabs in Excel at a minimum, ideally also able to join datasets within SQL
Ability to communicate technical information with colleagues as well as senior management who may not have a technical background, be able to understand what a business user needs and explain that in technical terms to the development team
Collaborate with power users and partner with other team members to arrive at the best possible solution.
