University of California
Salesforce Dashboard Author, Business Intelligence And Analytics, Prospect Analy
University of California, Boston, Massachusetts, us, 02298
SALESFORCE DASHBOARD AUTHOR, Business Intelligence and Analytics, Prospect Analytics
Have you got what it takes to succeed The following information should be read carefully by all candidates.Our Mission
We in Boston University Development & Alumni Relations (DAR) harness the power of philanthropy to make an excellent education accessible and welcoming to all, and to advance BU’s global leadership in research, scholarship, artistic creation, and professional practice. To support our work, we have built—and are continuing to build—an outstanding team of dynamic, mission-driven advancement professionals who constantly strive to create an environment where everyone belongs.
Now, our
Business Intelligence
team is looking for a
Salesforce Dashboard Author
who will transform complex data into meaningful visualizations and reports that effectively communicate insights and trends to Boston University’s Development & Alumni Relations (DAR) leadership and its stakeholders.
Salesforce Dashboard Author
Reporting to the Senior Associate Director, Business Intelligence, the Salesforce Dashboard Author is responsible for leveraging data to drive strategic decision-making to maximize the impact of philanthropic efforts at Boston University with key tenets of this role being visualization, presentation, and consultation. This position also requires a deep understanding of data analysis and visualization techniques.
Responsibilities:
Data Gathering & Transformation
Develop a firm understanding of where certain types of data are stored and how they can be accessed.
Maintain a network of gate keepers/data owners/data professionals who can help troubleshoot issues or grant access.
Extract, transform, and load (ETL) data for ingestion.
Gather data from outside the unit via methods including data mining, benchmarking, etc. where applicable.
Use scripting, programming languages, or analytical languages (such as DAX, R, Python) to make ETL fast, intelligible, and replicable.
Analysis, Reporting, & Visualization
Evaluate performance, identify trends, and highlight opportunities within specific constituencies, segments, projects, and programs.
Surface anomalies to the client and to leadership.
Design coherent reporting vehicles, applications, and data visualizations.
Provide the client with actionable insights, focusing on key takeaways.
Use Salesforce data visualization tools such as Tableau CRM (Einstein Analytics), Lighting Experience dashboard, or Salesforce Classic dashboard to generate in-app visuals.
Use third-party data visualization tools such as Power BI, Tableau, or integrated development environments (IDEs) to generate reports.
Scoping & Consultation
Uncover the analytical or reporting needs of the client.
Work with the client to determine the scope of work, confirming data requirements, deliverables, and timeline.
Communicate with the client and leadership to set expectations.
Provide analytical consultation and training to a variety of end users, technical staff, and DAR colleagues.
Presentation, Deliverables, and Project Handoff
Make actionable, evidence-based recommendations to the Senior Leadership Team, unit heads, and project stakeholders.
Make deliverables accessible to the client while maintaining appropriate levels of data security.
Automate tasks and processes when necessary.
Close out and hand off completed projects to the client after the criteria of the project scope have been met.
Communication
Develop a strong business communication skillset.
Be directive when suggesting a path forward.
Develop and adhere to standard service-levels for response times and updates.
Process Improvement & Documentation
Build and maintain a comprehensive glossary of fundraising metrics.
Improve dashboard performance and organize curations in a logical, efficient sequence.
Monitor and share industry best practices and trends.
Qualifications:
A cover letter is required for consideration.
Bachelor’s degree required.
5-8 years’ experience in Salesforce administration and data analytics or similar field required.
Salesforce Administrator certification required.
Product knowledge in Salesforce Sales Cloud required.
Proficiency using Microsoft product suite is required.
Working experience with Salesforce Lightning Experience preferred.
Working experience with analytics solutions such as Power BI, Tableau, R, Python, and/or Salesforce Einstein Analytics preferred.
Experience within a Blackbaud eCRM database preferred.
Self-starting and an analytical, creative, and strategic thinker.
Ability to synthesize and analyze data and to present cohesive reports.
Extensive experience in dashboarding and other data visualization techniques.
Understanding of the university’s goals and objectives for the campaign.
If this resonates with you and you want to help us in our ambitious next campaign—and maybe do some of your best work as an advancement professional— we encourage you to apply.
To learn more about Development & Alumni Relations at Boston University, and other job opportunities, please stop by the DAR Talent website: DAR Talent.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, natural or protective hairstyle, religion, sex, age, national origin, physical or mental disability, sexual orientation, gender identity, genetic information, military service, pregnancy or pregnancy-related condition, or because of marital, parental, or veteran status. We are a VEVRAA Federal Contractor.
If you require a reasonable accommodation in order to complete the employment application process, please contact the Equal Opportunity Office at 617-358-1796.
Job Location: BOSTON, Massachusetts, United States
Position Type: Full-Time/Regular
#J-18808-Ljbffr
Have you got what it takes to succeed The following information should be read carefully by all candidates.Our Mission
We in Boston University Development & Alumni Relations (DAR) harness the power of philanthropy to make an excellent education accessible and welcoming to all, and to advance BU’s global leadership in research, scholarship, artistic creation, and professional practice. To support our work, we have built—and are continuing to build—an outstanding team of dynamic, mission-driven advancement professionals who constantly strive to create an environment where everyone belongs.
Now, our
Business Intelligence
team is looking for a
Salesforce Dashboard Author
who will transform complex data into meaningful visualizations and reports that effectively communicate insights and trends to Boston University’s Development & Alumni Relations (DAR) leadership and its stakeholders.
Salesforce Dashboard Author
Reporting to the Senior Associate Director, Business Intelligence, the Salesforce Dashboard Author is responsible for leveraging data to drive strategic decision-making to maximize the impact of philanthropic efforts at Boston University with key tenets of this role being visualization, presentation, and consultation. This position also requires a deep understanding of data analysis and visualization techniques.
Responsibilities:
Data Gathering & Transformation
Develop a firm understanding of where certain types of data are stored and how they can be accessed.
Maintain a network of gate keepers/data owners/data professionals who can help troubleshoot issues or grant access.
Extract, transform, and load (ETL) data for ingestion.
Gather data from outside the unit via methods including data mining, benchmarking, etc. where applicable.
Use scripting, programming languages, or analytical languages (such as DAX, R, Python) to make ETL fast, intelligible, and replicable.
Analysis, Reporting, & Visualization
Evaluate performance, identify trends, and highlight opportunities within specific constituencies, segments, projects, and programs.
Surface anomalies to the client and to leadership.
Design coherent reporting vehicles, applications, and data visualizations.
Provide the client with actionable insights, focusing on key takeaways.
Use Salesforce data visualization tools such as Tableau CRM (Einstein Analytics), Lighting Experience dashboard, or Salesforce Classic dashboard to generate in-app visuals.
Use third-party data visualization tools such as Power BI, Tableau, or integrated development environments (IDEs) to generate reports.
Scoping & Consultation
Uncover the analytical or reporting needs of the client.
Work with the client to determine the scope of work, confirming data requirements, deliverables, and timeline.
Communicate with the client and leadership to set expectations.
Provide analytical consultation and training to a variety of end users, technical staff, and DAR colleagues.
Presentation, Deliverables, and Project Handoff
Make actionable, evidence-based recommendations to the Senior Leadership Team, unit heads, and project stakeholders.
Make deliverables accessible to the client while maintaining appropriate levels of data security.
Automate tasks and processes when necessary.
Close out and hand off completed projects to the client after the criteria of the project scope have been met.
Communication
Develop a strong business communication skillset.
Be directive when suggesting a path forward.
Develop and adhere to standard service-levels for response times and updates.
Process Improvement & Documentation
Build and maintain a comprehensive glossary of fundraising metrics.
Improve dashboard performance and organize curations in a logical, efficient sequence.
Monitor and share industry best practices and trends.
Qualifications:
A cover letter is required for consideration.
Bachelor’s degree required.
5-8 years’ experience in Salesforce administration and data analytics or similar field required.
Salesforce Administrator certification required.
Product knowledge in Salesforce Sales Cloud required.
Proficiency using Microsoft product suite is required.
Working experience with Salesforce Lightning Experience preferred.
Working experience with analytics solutions such as Power BI, Tableau, R, Python, and/or Salesforce Einstein Analytics preferred.
Experience within a Blackbaud eCRM database preferred.
Self-starting and an analytical, creative, and strategic thinker.
Ability to synthesize and analyze data and to present cohesive reports.
Extensive experience in dashboarding and other data visualization techniques.
Understanding of the university’s goals and objectives for the campaign.
If this resonates with you and you want to help us in our ambitious next campaign—and maybe do some of your best work as an advancement professional— we encourage you to apply.
To learn more about Development & Alumni Relations at Boston University, and other job opportunities, please stop by the DAR Talent website: DAR Talent.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, natural or protective hairstyle, religion, sex, age, national origin, physical or mental disability, sexual orientation, gender identity, genetic information, military service, pregnancy or pregnancy-related condition, or because of marital, parental, or veteran status. We are a VEVRAA Federal Contractor.
If you require a reasonable accommodation in order to complete the employment application process, please contact the Equal Opportunity Office at 617-358-1796.
Job Location: BOSTON, Massachusetts, United States
Position Type: Full-Time/Regular
#J-18808-Ljbffr