What are the responsibilities and job description for the Salesforce Business Analyst position at PolicyLink?

Salesforce Business Analyst

Department : Information Technology

Reports to : Director, IT Operations

Status : Full-time / Exempt

Location : San Francisco Bay Area or Remote; must reside in the US

About PolicyLink

PolicyLink is a national research and action institute advancing racial and economic equity by Lifting Up What Works®. We are dedicated to improving the lives of the 100 million people in America who live in or near poverty, particularly those facing the barriers of structural racism. Please visit our website at :

Position Overview

The Salesforce Business Analyst will lead the enhancement and scaling of the PolicyLink Salesforce platform to support organizational growth and productivity. They will serve as the central figure in the platform's evolution, ensuring it remains the operational "nucleus" for critical functions such as contact management, organizational operations, grant tracking, financial management, contract administration, vendor relations, and service cloud activities.

Responsibilities

Develop and drive the strategic vision for the Salesforce platform by creating and executing a detailed, forward-looking roadmap that prioritizes the Development Team's workflow efficiency and supports the growth and optimization of the "Contact to Funding" pipeline.
Lead and chair the Salesforce Steering Committee by proactively engaging with department heads and key stakeholders to gather, critically analyze, and prioritize their business needs. Translate these needs into strategic workflow enhancements and actionable platform features that elevate operational efficiency and drive organizational goals.
Synthesize cross-departmental business requirements into robust, scalable workflow improvements and seamless feature integrations within the Salesforce ecosystem. Ensure all enhancements are aligned with long-term organizational objectives and Salesforce best practices.
Collaborate closely with the IT Team, including the in-house Salesforce Administrator / Developer to implement platform enhancements.
Continuously monitor, assess, and report on the performance of the Salesforce platform, providing regular insights and metrics that demonstrate its alignment with the organization's growth strategies, operational demands, and evolving business needs.
Work closely with the Administrator of the Knowledge Management System to ensure that the KMS content meets and exceeds the individual department and program needs.
Commit to the PolicyLink equity manifesto : just and fair inclusion into a society in which all can participate, prosper, and reach their full potential.
Foster a culture of collaboration and respect, driving the organization's mission forward.

Desired Skills, Abilities , and Knowledge

Proven experience developing Salesforce platforms, preferably in a nonprofit or growth-focused organization.

Strong leadership skills with experience in chairing committees and driving cross-departmental collaboration.

Excellent communication and interpersonal skills, with the ability to understand and articulate technical requirements and solutions.

Experience presenting initiatives to large groups, articulating technical concepts in terms that staff will understand.

A hands-on approach to problem-solving, with a willingness to "dig in" and address the organization's pain points directly.

Familiarity with Salesforce-integrated applications, including Conga CLM, Appiphony DriveConnect, Docusign, Mulesoft, and Salesforce CPQ.

Understand project management principles.

Excellent verbal communication skills and technical writing skills, presentation / facilitation skills and strong interpersonal skills are required to perform the functions as described.

Ability to manage expectations and collaborate with executives, steering committee and senior leaders, front-end business SMEs, and managing a project spanning multiple business functions.

A collaborative mindset with a focus on understanding the needs and visions of various stakeholders, demonstrating the ability to translate diverse requirements into effective Salesforce solutions.

Education and Experience Qualifications

5 years of experience as a Business Analyst in Salesforce

Salesforce certification.

5 years directly managing projects.

Bachelor's degree or above.

Compensation and Benefits

The salary range for this position is $90,000 - $130,000, dependent upon experience.

Additionally, PolicyLink provides a comprehensive benefits package that includes :

100%-employer-paid medical, dental, and vision plans.

401(k) with employer and employer-matching contributions that vest immediately. New employees are eligible to participate within one month of their date of hire.

Flexible Spending Account.

Short- and long-term disability insurance.

Group term life insurance plus guaranteed-issue voluntary life insurance.

Unlimited vacation and sick leave and other generous leave benefits.

Three required organization reset weeks plus 13 paid holidays.

To Apply

We accept online applications only. Please note that the application includes two written prompts that are required. To be considered for the role, please be thorough in your response to the written prompts. Candidates who do not respond to the prompts will not be considered.

No phone calls please. Only those selected to participate in our hiring process will be contacted.

EQUAL OPPORTUNITY EMPLOYMENT

PolicyLink strongly values equity and believes in a just and fair society where all can participate, prosper, and reach their full potential. We work toward a more inclusive world and as such we are an equal opportunity employer and do not discriminate against any employee or applicant for employment because of race, skin color, ethnicity, religion, gender, sexual orientation, national origin, disability, age, marital status, military status, pregnancy, or parenthood. PolicyLink is committed to maintaining a diverse and multicultural working environment.

Proof of eligibility to work in the United States must be provided if selected for hire.

Please check your spam folder for correspondence related to this position

Salary : $90,000 - $130,000

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