Systems Administrator

Inclusiv is the largest network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv is seeking a Systems Administrator who will work within Inclusiv’s Operations team to ensure that our key technology platforms/systems, including Salesforce, run smoothly and efficiently, and are widely used to support and substantiate the goals of the organization. Reporting directly to the Vice President of Systems Operations & Improvement, this role involves managing and optimizing system environments, providing training and support to end-users, and ensuring data integrity and security.

With the organization undergoing growth that requires us to vastly expand the organization’s use of Salesforce and create and maintain new systems that will facilitate new work, this role is a vital part of ensuring that the organization creates and continuously improves systems that meet the evolving needs of the internal and external stakeholders. In addition to Salesforce, the organization uses application such as MS365, Zoom, Zendesk and Monday. The work of the Systems Administrator will be split 50/50 between Salesforce and other applications.

The ideal candidate should live in the greater New York City area and be able to work on-site in the New York City office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote).

Responsibilities:

• Understand and connect company strategy into Salesforce use cases and capabilities.
• Understand future user and organization needs and sync with salesforce development roadmap.
• Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from underlying true needs.
• Create and manage Salesforce reports and dashboards that provide actionable insights to stakeholders and help users track key performance indicators related to the organization’s strategic goals.
• Work with Inclusiv’s Research & Data teams to facilitate the creation of compelling data visualizations that potentially bring together data from multiple systems.
• Resolve basic user issues promptly and effectively; serve as a primary point of contact between Inclusiv and our managed IT support provider (MSP).
• Maintain and customize Salesforce and other systems applications; stay updated on releases and new features.
• Create and maintain human-centered user experience.
• Create and manage workflows, process builders, and custom objects.
• Provide ongoing support and training to users for the applications/systems/platforms Inclusiv uses.
• Manage end-user device inventory including device lifecycle management.
• Implement and maintain access and security settings, such as user profiles, permission sets, and sharing rules.
• Be primary point of contact for cybersecurity issues and communicate those to staff, as needed.
• Develop and maintain SOPs for systems, user documentation, and training materials.
• Ensure data integrity and data security within the platform.
• Perform regular data audits and cleanup activities.
• Manage data imports, exports, and updates.
• Create and maintain reports and dashboards to support business needs.
• Integrate Salesforce with other business applications.
• Manage and troubleshoot third-party app integrations.
• Identify and implement opportunities for automation in Salesforce and other systems.
• Recommend and implement best practices for system and process improvement.
• Plan and implement system upgrades to take advantage of new features and capabilities
• Evaluate and recommend the adoption new systems that can help the organization streamline operations and achieve strategic goals.
• Work with and manage systems development vendors, as needed.
• Perform other duties, as needed.

Qualifications:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
• Bachelor’s degree in computer science, information technology, business administration, or a related field.
• 3-5 years of experience as a System Administrator or similar role.
• 2+ years of experience as a Salesforce Administrator with a strong understanding of the Salesforce platform, including Sales Cloud, Service Cloud and Marketing Cloud.
• Experience with Salesforce APIs.
• Administrative experience with MS365 applications, Monday.com, Zoom, Zendesk, or similar applications.
• Proficient in data management and data integrity practices.
• Creative and analytical thinker with strong problem-solving skills and attention to details.
• Excellent communications skills, both written and verbal, with the ability to effectively relate technical concepts to non-technical audiences.
• Ability to successfully adapt, operate, achieve and exceed goals in a fast-paced environment where needs can change quickly.
• Authorized to work in the US

Preferred Qualifications:

• Salesforce Administrator certification.
• Salesforce Lightning and Non-Profit Success Package experience.
• Experience with data migration processes and tools.
• Experience using systems integration tools.

Location: Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.