IT Business Analyst

Salary Range: 50K – 58K

Mission-Driven Career Opportunity  

One of the leading affordable housing nonprofits in the area, Habitat Charlotte Region partners with hundreds of families each year through affordable homeownership, home preservation and financial literacy training. As the IT Business Analyst, you’ll play an integral role in our vision of a world where everyone has a safe and affordable place to live.  

Why Join Habitat?  

• Competitive salary and benefits  
•  Industry-leading healthcare, dental, vision, flexible spending accounts (healthcare and dependent care)   
• Work/life balance supported by generous PTO  
• Career development and promotion opportunities   
• Casual working environment   
• Retirement planning a 403(b) with 3% organizational match 

The IT Business Analyst is responsible for several different systems maintained by the organization: 

• Salesforce (50-60%) – As the IT Business Analyst works with a senior Salesforce Admin to administer the Salesforce database and serves as the primary contact for all associated issues and questions. The IT Business Analyst will also collaborate with internal or external resources working on our systems as necessary. This essential role ensures the accurate and efficient management of the organization’s Salesforce database and information flow processes and plays a key role in ensuring overall data integrity and accuracy. This individual will also work closely with the Senior Salesforce Admin to support strategic planning and execution. This is an opportunity to learn best practices and grow into a more senior role.  
• Business Analyst (40%) – The IT Business Analyst plays a key role in eliciting and documenting business processes and defining business requirements for implementations across numerous systems. In addition, the IT Business Analyst will provide light support as the Admin point of contact for several systems and software package such as eSignature software, Accounting software, etc. 

Essential Functions 

• Support Senior Salesforce Admin as they architect and guide Salesforce system-wide changes and customizations for improved effectiveness and constituent engagement  
• Conduct implementations hands-on when necessary 
• Ensure timely creation and generation of detailed Salesforce reports, queries, exports, and lists, including mailing and donor-recognition lists to optimize our business  
• Ensure timely delivery of monthly financial reports showing progress to year-to-date goals in each area of fundraising, KPI and organizational Dashboard reports, including analysis to help with decision and strategy to make goals.  
• Work with the Volunteer Manager to integrate, maintain, and utilize volunteer data.  
• Oversee auditing, cleansing, and de-duping of Salesforce data to ensure data quality and integrity  
• Ensure efficient processing of help tickets in Salesforce and other supported systems 
• Collaborate with Habitat Charlotte staff members to translate business requirements into system features, functionality, and processes  
• Serve as the staff resource for Salesforce technical support and training. Work with Salesforce vendor to resolve system issues and coordinate additional staff support and training.  
• Oversee creation and maintenance of donor lists for newsletters, annual report, e-blasts and other communications.   
• Elicit and capture requirements and process flows for various business areas in support of technology implementations and process improvements 
• Understand and create/guide creation of documentation of Habitat Charlotte business practices and constituency across numerous systems 

Required Knowledge, Skills and Abilities 

Salesforce 

• 1-2 years of Salesforce Admin experience, with demonstrated proficiency in the following clouds:  
  • Sales Cloud with basic Case Management  
  • Salesforce Experience Cloud 
  • Preferred: Salesforce Nonprofit Success Pack 
  • Security Management (Profiles, Permissions, Hierarchy, OWDs) 
  • Object Management: Behavior of Standard objects and fields, Page Layouts, Creation/management of Custom Objects and Fields, Record Types 
  • Validation Rules, Formula Building, and Quick Actions  
  • Process Automation: Strong Proficiency in Salesforce Flow 
  • Collaboration Tools: Activity Management, Chatter, Email to Salesforce  
  • Lighting App Builder: Creation and Management of Lightning Page Layouts with dynamic forms and conditional lightning page layout components 
  • Data Management: Import tools, data management best practices 
  • Demonstrated ability to create and manage complex Salesforce Reports and Dashboards 
  • Preferred: Salesforce Administrator certification  
• Experience with a wide variety of software packages and no-code/low-code tools such as SQL, MS Power Tools, etc; ability and desire to learn new technology and software on the fly 
• Highly process focused, able to identify, elicit, and document business and systems processes  
• Communication skills and experience interacting with multiple constituencies  
• Flexible and responsive to accommodate changes, while maintaining confidentiality of donor information 
• Enthusiasm for teamwork, learning, accuracy, initiative, and critical thinking  

• Ability & maturity to work on multiple tasks simultaneously and prioritize appropriately 

• Detail oriented with excellent organizational and time-management skills 

• Proficiency in Microsoft Office applications  
• College degree or equivalent 

Work Environment 

This position requires working primarily indoors in an office setting. 

Physical Demands 

• Ability to work at computer  
• Ability to help set up for special events

Habitat for Humanity of the Charlotte Region is an Equal Opportunity Employer and a drug-free workplace. A pre-employment drug screen and background check is required.  

Habitat for Humanity of the Charlotte Region program funding often includes federal funding and this role may support federally funded activities. People qualifying as Section 3 residents per Section 3 of the HUD Act of 1968 (12 U.S.C § 1701u) and its associated regulations (24 C.F.R. Part 75) are encouraged to apply. Information on Section 3 qualifications and certification material available upon request.