|Published||May 28, 2023|
CFT's VisionTo build thriving communities for allCFT's MissionTo improve the lives of all people in our community by investing in their health, wealth, living and learning. We accomplish this by growing community giving, expanding community impact, and advancing community equity. We work to meet our mission by:Providing giving opportunities through charitable and legacy living, planning, and consulting for individuals, families, nonprofits, and businessesGrantmaking and engaging our community around priority issuesIncreasing academic achievement and educational equity for all students in Texas, especially African American, Latino, and economically disadvantagedDeveloping and sharing knowledge and expertise about community needs and resourcesCFT's ValuesEnhancing the experience and impact of giving through:Exemplary service;Wise stewardship of resources; and as aTrusted partner for community knowledge and collaboration.Communities Foundation of Texas' main focus is to enhance the experience and impact of giving for individuals, families, companies, foundations and nonprofits by offering charitable tools like donor-advised funds, scholarships, North Texas Giving Day and more. CFT's vision is to build thriving communities for all through three focus areas 1) growing community giving, 2) expanding community impact, and 3) advancing community equity. CFT programs include Educate Texas, CFT for Business, Success Network, the W. W. Caruth, Jr. Fund and other key initiatives. Since 1953, CFT has granted more than $2 billion to support nonprofits in our region, across the nation and the world. Learn more at www.CFTexas.org and through this recent overview video. SummaryIn this role, the candidate is responsible for working with stakeholders to identify business requirements and subsequently implementing configuration changes as it relates to enhancements or new functionality within our business application portfolio. This position has no supervisory responsibilities but will need to work closely and effectively with multiple levels within the organization. To perform this job successfully, the individual must be able to perform each essential duty satisfactorily and possess strong verbal and written communication skills.Key ResponsibilitiesWorks closely with the project manager and assists with project planning / scheduling to ensure on-time delivery.Spends time with subject matter experts to gather business requirements which will define the scope and overall objectives of the project.Engages with stakeholders to verify business application requirements which accurately reflect the needs of the organization.Works with technical resources to ensure design of the proposed application solution changes / enhancements closely matches the agreed upon business requirements.Conducts / participates in review sessions with stakeholders to ensure proposed design solution meets the needs of the organization.Develops customized solutions within the Salesforce platform to support critical business functions and meet project objectives, client requirements and company goals.Consults with all company stakeholders on new requirements and optimization of existing capabilities on the Salesforce platform.Utilizes knowledge of Salesforce Lightning and Flow Builder to improve page layout and user UI issues (Flows, reports, dashboards).Develops proof of concepts for elements to orient projects and development efforts.Develops priority reports and analytics to drive business decision making and operational processes.Supports the business with ongoing product enhancements and feature development (configuration based) for major releases.Oversee and collaborate on the delivery of simple to complex solutions and the performance of each CRM deployment in each of the business lines.Coaches and transfers knowledge to less experienced team members.Keeps stakeholders informed of problems, issues, and resolutions.Understands organizational culture, structure, and impact on work efforts.Manages stakeholder expectations.Analyzes stakeholder operations to understand their strengths and weaknesses to determine opportunities for improvements.Aids in business case development (i.e., research, data collection).Reviews test plans.Monitors testing process to ensure that business results are adequately tested with minimal risk.Ensures test strategies involve appropriate integration and process components.Qualifications / Skills / RequirementsBachelor's degree from a four-year college or university or equivalent work experience in a similar position5+ years as a Salesforce Administrator experience in a similar environment.Strong knowledge in Sales Cloud and Experience Cloud.Experience as a business or functional analyst.Hands on experience with Salesforce Automation tools such as Flow Builder, Approval Processes, or other similar tools.Certifications - Salesforce Certified Administrator, Salesforce Platform Application Builder.Proficiency in Microsoft applications, including MS Office Suite, Visio, SharePoint, and Outlook.Working knowledge of project management applications and prototyping applicationsLeadershipExemplifies company culture, strategy, and strategic priorities.Supports company RDEI commitments.Sets high standards of performance for themselves and othersService OrientationPromotes the well-being of colleagues and teammates.Offers tremendous perceived value to internal and external customers.Responds flexibly and efficiently to the dynamic needs of the business.OwnershipDefines their own objectives when given broadly defined outcomes.Plans and completes assignments independently.Resolves most conflict without intervention.While performing the functions of this job, the employee is occasionally required to lift, carry (up to 25 pounds), stoop, bend, climb, crawl, push, pull or perform other physical activities.Effectively model and demonstrate CFT's core competencies which include Collaboration, Impact and Problem Solving, Integrity and Accountability, Learning, and Internal and External ServiceDisclaimer: The above sections contain representative examples of job duties that might be performed by employees assigned to this classification. CFT is a dynamic organization, and the environment can be fluid. Roles and responsibilities may be altered to accommodate changing conditions and objectives as well as to tap into the skills and experience of its employees. Accordingly, employees may be asked to perform duties that are outside the specific work that is listed. This is not an exhaustive list of all responsibilities, duties and/or skills required of all employees within this class. Accommodations: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.