POSITION DESCRIPTION Salesforce Business Analyst, National

POSITION DESCRIPTION

Salesforce Business Analyst, National

Primary Purpose

This role is responsible for the management and development of salesforce, to ensure full

utilisation and tailoring of the platform to match and support business objectives, using agile

techniques and strategies. This role will review and analyse business processes, services and

information needs with a view to implementing change management initiatives to improve the user

experience and increase productivity.

This role will oversee the Salesforce team, will be adaptable and embrace change, as well as

having a competent technical understanding so that you are able to support the team and platform.

A vital part of the role will training Salesforce to users across the business and being the salesforce

champion.

The Salesforce Business Analyst reports to the GM Finance & Operations. This permanent, full

time position is based in Redkite¡¯s Redfern office and has 2 direct reports.

Significant Working Relationships

Most Frequent Contacts

Internal /

External

Nature or Purpose

All Redkite Users

Internal

Deliver user training and provide technical

support

Services Operations Teams

Internal

Work collaboratively to understand data

collection and system requirements to

support service delivery

Fundraising Team members

Internal

Work collaboratively to understand data

collection and system requirements to

support fundraising initiatives

Marketing and Communication

Team members

Internal

Work collaboratively to understand data

collection and system requirements to

support marketing initiatives

Finance and People and Culture

Team members

Internal

Work collaboratively to understand data

collection, internal controls and system

requirements to support finance and HR

initiatives

Salesforce Developers

External

To gain advice and input on proposed

solutions. Work collaboratively to achieve

project outcomes and resolve system

issues

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Position Key Result Areas

Business Analysis

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System Support and

Maintenance

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Project Management

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Consult and liaise with stakeholders to gather and confirm business

requirements

Analyse and consolidate information to develop solutions to ensure

business requirements are achieved

Partner with key stakeholders to identify how business requirements

can be delivered to ensure improved user experiences and reduced

cost and time impacts

Provide expert support to key stakeholders in managing system and

process changes

Provide expert advice on application solutions

Produce functional, technical and system design documentation

Conduct feasibility studies of applications and system solutions

Create test scenarios for applications and enhancements, ensuring

functional requirements are met

Facilitate testing of new Salesforce functionality roll-outs

Utilise and champion agile techniques to deliver on competing

requirements

Oversee all system maintenance and configuration, including user

set up, roles, profiles, groups, queues, security and permissions,

workflows and validation rules, custom objects and fields

Supervise and advise on all system enhancements

Monitor and analyze site metrics, system performance, and user

activity

Perform new release evaluations and execute new functionality rollouts

Lead continuous improvement initiatives to improve user

experiences and increase efficiencies

Regularly audit data to uncover data integrity issues and/or

opportunities for process improvements

Develop complex reports and dashboards to support the delivery of

business key metrics.

Deliver effective training modules and user guides

Identify and develop super user knowledge and capabilities across

the business

Lead salesforce projects and initiatives that enhance salesforce

Develop cost analysis, design considerations, and implementation

time-lines.

Assess project requirements and identify suitable resources, internal

or external

Interact with third party vendors and developers where appropriate

System Knowledge

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Attend Salesforce User Groups relevant to the role and industry

Participate in Cloud Technology webinars and events

Research, evaluate and recommend new technologies to support

the growth and strategic direction of the business

Team Management

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Manage direct reports to ensure growth and professional

development

Other

responsibilities

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Other responsibilities as directed by the General Manager, Finance

& Operations

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Key Competencies and Experience

Qualifications and Essential

Training

? Salesforce Administrator ADM201 completion (Certification

desirable)

Experience and

knowledge

Essential

? 3+ years of experience with setup and configuration

? 5+ years business analyst experience

? 1-2 years project management experience

? Excellent knowledge of the full SDLC

? Proficient MS Excel, Word, PowerPoint and Visio user

? Extensive experience in data modelling, process mapping and

specification documentation

? Experience facilitating workshops and discussion sessions

? Experience in developing, implementing and maintaining system

processes and procedures

? Experience in creating business cases for technology-related

solutions

? Experience completing projects on time, on budget and to

specification requirements

? Experience in people management

Desirable

? Experience working in a not-for-profit organization or a small but

growing organization

? Previous Salesforce Implementation experience

? Knowledge of best-practice sales and marketing processes

Skills and

Competencies

Page 3 of 4

Essential

? High level problem solving and analytical skills

? Excellent communication and interpersonal skills

? Active listener with the ability to think strategically, solve problems

and negotiate

? Strong ability to engage and influence stakeholders, at all levels

across the business

? Ability to build and maintain effective working relationships with

stakeholders

? Superior organisation skills including outstanding accuracy and

attention to detail

? Excellent time management skills and ability to prioritise tasks, use

initiative and be self-directed to meet deadlines

? Diplomatic, with an ability to operate with a flexible approach in a

changing environment

? Committed to developing skills and knowledge

? A ¡®can-do¡¯ attitude

Behaviour Principles: REAL

For all employees of Redkite

Respectful

Value others, care

& listen

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Sincerely acknowledge the presence and input of others

Show empathy towards colleagues and clients

Listen with the intent to understand not to reply

Consultative when working with others

Enabling

Collaborate,

empower & inspire

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Work cooperatively with a positive attitude to achieve common goals

Encourage colleagues to express their ideas and expand on their

abilities

Inspire others to commit to goals by leading by example

Fosters innovative thinking about ways to achieve individual and

organisation goals

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Accountable

Take responsibility,

strive for

excellence & value

learning

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Lively

Have passion,

drive & resilience

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?

Confronts problems quickly and proactively

Display a strong commitment to organizational success

Look for opportunities to learn and develop professionally and

personally.

Takes reasonable care for the health and wellbeing of themselves and

others

Tell stories that inspire myself and the people I am talking to

Go above and beyond to achieve greater results

Pursue operational efficiencies and adapt to new ways of working.

Models optimistic and resilient behaviour

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