IT Business Partner, Salesforce at Low Income Investment Fund

LOW INCOME INVESTMENT FUND

IT BUSINESS PARTNER, SALESFORCE

Location: San Francisco or New York preferred (hybrid 2x a week in office requirement)

Reports to: Director of IT

Exempt classification: Exempt

Status: Full time

Salary range: $100,000 to $110,000 Annually

THE COMPANY:

Low Income Investment Fund (LIIF) is a national community development financial institution (CDFI), headquartered in San Francisco with offices in New York City, Atlanta, Los Angeles and Washington, D.C., that invests in communities of opportunity, equity and well-being. As a CDFI, LIIF supports projects that have high social value but lack access to traditional financial institutions. Since 1984, LIIF has deployed more than $3.1 billion to serve more than two million people in communities across the country from its five offices. An S&P-rated organization, LIIF funds healthy communities by providing innovative capital solutions. Currently, LIIF is driving $5 billion in investments to advance racial equity (2020-2030). More on LIIF can be found at liifund.org.

POSITION SUMMARY:

The IT Business Partner, Salesforce (the ITBP) is a senior-level individual contributor role. ITBPs possess broad knowledge across the Salesforce platform and can assess business process requirements to design and implement secure, high-performance technical solutions. As an ITBP you are responsible for the overall configuration, customization, and maintenance of our Salesforce environment. The ideal candidate should have a strong understanding of Salesforce best practices, excellent communication skills, and the ability to collaborate with various stakeholders to identify areas where Salesforce can be leveraged to improve business processes. In this role, the ITBP proactively serves as a trusted advisor, and is the primary IT point of contact to individual Departments and external consultants for all Salesforce related matters.

REPORTING RELATIONSHIPS:

The IT Business Partner, Salesforce (the ITBP) reports to the Director of IT (the Director). The ITBP will, at first, assist in the general administration of Salesforce, taking full ownership of the administrative responsibility over time. This position will also work closely with all departments of LIIF but primarily service members of the Early Care & Education, Lending, and Legal teams.

As part of the broader Finance and Operations team, the ITBP ultimately works to support the achievement of departmental and overall LIIF work plan goals.

MAJOR DUTIES AND RESPONSIBILITIES:

The ITBP is responsible for the overall configuration, customization, and administration of our Salesforce platform as described above in the Position Summary. The ITBP, in consultation with the Director and IT Manager, plans and prioritizes the roadmap for Salesforce.

Configuration and Customization:

• Translate complex interdependent requirements into solid technical solutions that are scalable, efficient, and align with project objectives and industry standards.
• Develop technical solutions using various Salesforce methods (point and click, front-end development, Apex, Flows, API/integrations, and current SFDC UI options).
• Implement and maintain automation processes using Validation Rules, Approval Processes, Flows, etc.
• Maintain security and governance of the platform (licenses, profiles, permission sets/permission set groups, public groups, sharing rules, and enforce field-level security, etc.).

Support and Training:

• Train new users, offer training sessions to enhance user proficiency, and help drive adoption of the platform.
• Maintain user documentation up to date.
• Provide ongoing support for existing business processes, troubleshoot technical issues and drive and to resolution.

Integration:

• Oversee data integration and system migration project and ensure data accuracy and accessibility; support existing integrations with other business systems and ensure seamless data flow.
• Coordinate system upgrades and patches for managed packages to maintain software integrity and security.

Data Management:

• Provide solutions to maintain ongoing data integrity and quality, including overseeing data imports and exports, data cleanup, data maintenance, and data backups.
• Implement and maintain data governance practices within Salesforce in collaboration with the Director.

Stay Updated on Salesforce Releases:

• Stay current on new Salesforce features, releases, deprecations, and industry best practices to evaluate their potential impacts on business processes and make appropriate recommendation to maintain and enhance Salesforce platform functionality.

SKILLS REQUIRED:

• The ideal candidate for this position has these key skills:
• Expertise in the Salesforce Lightning Design System (SLDS) and familiarity with Apex programming, triggers, VisualForce, SOQL, and APIs.
• Strong project management skills, with the ability to lead the technical aspect of projects and manage multiple projects simultaneously.
• Excellent communication skills, with the ability to build relationships with business partners and effectively communicate technical information to non-technical stakeholders.

EDUCATIONAL AND OTHER REQUIREMENTS

• Bachelors degree in computer science, data science, or a relevant are of study is helpful, although it does not replace the need for career experience in this position.
• 5+ years of system administration experience
• Salesforce Administrator and Platform App Builder certifications required, other Salesforce or JavaScript certifications a plus

Additional Requirement:

All Low Income Investment Fund (LIIF) employees must be fully vaccinated against COVID-19. In accordance with LIIF's policies, we provide reasonable accommodations, absent undue hardship, to qualified individuals who cannot get vaccinated against COVID-19 because of sincerely held religious or medical reasons. If you believe you need an accommodation from the vaccination mandate required by this policy, please notify our Human Resources Department.

HOW TO APPLY:

Please apply with Resume and Cover Letter via our recruitment portal: Recruitment (adp.com)

Notice to Third Party Recruitment Agencies:

Please note that Low Income Investment Fund does not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed Recruitment Services Agreement, there will be no obligation to any referral compensation or recruiter fee.

In the event a recruiter or agency submits a resume or candidate without an agreement Low Income Investment Fund shall explicitly reserve the right to pursue and hire those

candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Low Income Investment Fund.

We do not accept unsolicited phone calls. Only candidates being considered for a position will be contacted.

LIIF, an EOE (Equal Opportunity Employer), believes that diversity ensures excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender, or national origin. Candidates of diverse background and with diverse experience are strongly encouraged to apply for this position.