Director of Business Systems & Data Analytics (Salesforce CRM)
Director of Business Systems & Data Analytics (Salesforce CRM)
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Job Description
Overview
OVERVIEW
Mission: To improve lives by mobilizing the caring power of Greater Kansas City
Were more than fundraisers. Were hand-raisers and game-changers. We go looking for the tough issues in our community and with your help we go solve them. United Way Greater Kansas City unites donors volunteers businesses nonprofits and community leaders to help change the lives of those in need. We are making Kansas City and the surrounding area better100 years and counting.
We are a team of adaptive driven focused and flexible innovators working to solve and support some of the biggest challenges in our community. Our team culture is collaborative and our office environment is flexible with a hybrid virtual and in-office environment. We believe that working hard and playing hard are essential to a job well done. Come be a part of the pinnacle nonprofit in our community!
JOB IDENTIFICATION
Job Title: Director of Business Systems & Data Analytics (Salesforce CRM)
Department or Location: Operations
POSITION SUMMARY
Reporting to the Chief Operating and Financial Officer the Director of Business Systems & Data Analytics will lead the management and evolution of our internal systemsmost critically our Salesforce-based CRM. This role is essential to ensuring our technology supports our staff enhances our fundraising and programmatic efforts and enables data-informed decision-making across the organization.
Youll serve as a bridge between technology and people helping staff articulate their needs and translating those into thoughtful scalable solutions. Youll also play a key role in maintaining data integrity managing integrations with platforms like fundraising and accounting tools and supporting continuous learning through documentation and training.
Responsibilities
RESPONSIBILITIES
Position Duties & Responsibilities: The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
- Salesforce CRM Leadership:
- Serve as the primary administrator and strategist for our Salesforce CRM.
- Design and implement fixes and enhancements that support financial reporting fundraising program delivery and stakeholder engagement.
- Manage integrations with platforms such as GoodWorld Sage Intacct Form Assembly and more.
- Systems Strategy & Implementation:
- Evaluate and improve the performance of existing systems including our CRM fundraising accounting and direct assistance platforms.
- Lead or support the implementation of new tools that align with our mission and operations.
- Ensure systems are user-friendly efficient and aligned with nonprofit best practices.
- Cross-Functional Collaboration:
- Act as a product manager for internal systemsgathering input identifying needs and delivering solutions.
- Facilitate communication between technical and non-technical staff.
- Maintain clear documentation and lead training efforts to support staff onboarding and ongoing learning.
- Data Management & Reporting:
- Oversee data quality governance and reporting across platforms.
- Maintain and develop dashboards and reports to support fundraising program evaluation and strategic planning.
- Promote a culture of data-informed decision-making.
SUCCESS FACTORS
Metrics of Success:
- Develop and execute strategies to produce an increase in staff satisfaction and understanding of how to use our business systems to perform their work
- Individual donors and corporate partners express high level of satisfaction with the user experience when donating to or campaigning for United Way
- Increase in the ability to make data-driven decisions across the organization.
- Decrease in operating timeline for key tasks through automation efficient processes and staff training.
Qualifications
QUALIFICATIONS
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the basic knowledge skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience:
- Bachelors degree in business systems information technology computer science finance/accounting or other related field; or equivalent experience.
- Minimum 5 years of experience in business systems or CRM management with at least 2-3 years focused on Salesforce.
- Expert-level proficiency in SQL and/or SOQL preferred; intermediate level required with a demonstrated ability to improve in proficiency of various systems and languages as needed.
- Proven ability to manage system integrations and lead cross-functional projects.
- Experience working in or with nonprofit organizations.
- Excellent communication and stakeholder engagement skills especially when discussing highly technical content.
- Demonstrated experience with product management or user-centered design principles.
- Strong understanding of nonprofit accounting fundraising donor engagement and program operations preferred.
- Salesforce certifications (Administrator Advanced Administrator or Platform App Builder) are a plus.
- Proven experience and success in project management with a high degree of reliability thoroughness consistency organization and accuracy is required.
- Ability to use discretion and maintain confidentiality when handling sensitive data.
Core Competencies:
- Catalyst: A change agent who actively convenes partnerships with others who offer diverse backgrounds experiences and perspectives to drive community transformation and foster mission goals.
- Achievement: Driven to make a difference actively sets challenging stretch goals passionately and purposely aims to achieve them; demonstrating adaptability and perseverance.
- Responsive: Can be counted on to do what needs to be done. Models a consultative engagement approach in all interactions developing relationships both internally and externally brings the right stakeholders into decisions and actions; and resolves conflicts respectfully.
- Excellence: Invests in continuous learning generously shares knowledge and strives to do the right thing in all endeavors to positively reflect the UWGKC brand and mission.
- Solutions: Exhibits fierce resolve to understand root issues that impact achievement of results. Collaborates to devise creative innovative solutions to optimize outcomes for those we serve.
KEY DATES
If you are interested please apply by: August 8 2025.
We plan to begin interviewing candidates by: August 10 2025
UWGKC Value Proposition
Work Environment: Hybrid (combined virtual and in-person office)
Benefits: Full health and dental coverage; Flexible Paid Time Off; HSA 403B with company match; paid parental leave and paid extended medical leave flexible office culture; employee development opportunities.
Position Leader: Chief Operating and Financial Officer
Position Leads: Manager Data Management & Analytics
FLSA Status: Exempt (Salary)
United Way of Greater Kansas City - Equal Opportunity Employer
United Way of Greater Kansas City
United Way of Greater Kansas City serves the six-county metropolitan area of Kansas City partners with 145 agencies and serves more than 25000 donors. The organizations mission is to improve lives by mobilizing the caring power of Greater Kansas City. Its focus is to improve the health education and financial stability of every person in the community. United Way of Greater Kansas Citys partners include global national and local businesses nonprofits government civic and faith-based organizations along with educators labor leaders health providers senior citizens students and more. For more information please visit .
OMNI and our clients are Equal Opprotunity Employers.
Required Experience:
Director
Employment Type
Full-Time
