Director of Business Systems

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Company: Habitat for Humanity Greater San Francisco

Location: San Francisco, CA 94112

Description:

Come be part of the affordable, homeownership movement! Join us and make an impact on people's lives! Habitat for Humanity Greater San Francisco believes in the power of homeownership to create generational impact. To this end, we build homes for first-time homeowners and sustain homeownership by helping long-time homeowners retain their home as an asset for generations to come.

DIRECTOR OF BUSINESS SYSTEMS

Salary: $145,017.60

What We Do

Come be part of the affordable, homeownership movement! Join us and make an impact on people's lives! Habitat for Humanity Greater San Francisco believes in the power of homeownership to create generational impact. To this end, we build homes for first-time homeowners and sustain homeownership by helping homeowners retain their home as an asset for generations to come.

Your Impact

The Director of Business Systems works closely with other Habitat for Humanity Greater San Francisco (HGSF) department leaders to ensure the quality and security of the organization's data for its homeownership and home repair programs, volunteer and community engagement work, construction activities, and donor engagement. The Director of Business Systems is responsible for the day-to-day configuration, support, maintenance and improvement of our Customer Relationship Management (CRM) platform, while keeping up-to-date with system upgrades, ever-evolving product features, and third-party integrations. This role is also responsible for the management of HGSF's outsourced IT vendor and acts as the system administrator for all Enterprise-level applications.

The Director of Business Systems will manage one direct report, the Database Coordinator, who is responsible for data entry, enhancement, training, and quality in our CRM.

Primary Responsibilities

Salesforce System Configuration and Management (40%)
  • Responsible for Salesforce operations, customizations, third-party integrations, and renewals.
  • Designs, builds, tests, and deploys enhancements via the creation of custom objects, security controls, user profiles and permissions sets.
  • Designs, develops, and maintains automated workflows in Salesforce to optimize business processes, reduce manual effort, and ensure data integrity across the organization.
  • Oversees Pardot marketing automation platform configuration, ensuring seamless integration with Salesforce CRM to optimize marketing operations and lead management workflows.
  • Ensures integrity of data entered by various teams by creating systems for identifying and eliminating duplicates, identifying system errors that interfere with data quality, and running quality control systems to analyze integrity of data being entered by various teams.
  • Handles core administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks.
  • Assists other users with building and evaluating reports, dashboards, and mailings to ensure that all teams are supported; completes regular internal system audits and prepares for upgrades.
  • Serves as the point person for system troubleshooting, coordinating with outside resources as appropriate.

Business Systems Management (25%)
  • Acts as primary liaison to outsourced IT vendor
  • In-house expert on data lifecycle management and security responsible for the following:
    • Leads technology and software solutions and due diligence and integration in collaboration with Department leads and recommends any changes or updates needed to CFO
    • Approves new organization-wide software, in collaboration with IT vendor
    • Manages system access, security protocols, and compliance requirements across enterprise applications
    • Coordinates phishing simulation campaigns and necessary cybersecurity training
    • Oversees data migration/uploads/integrations
    • Manages outside software consultants
  • Serves as primary administrator for enterprise-wide applications such as our CRM, email marketing platform, electronic signature software, external file-sharing applications, and productivity software. Serves as secondary administrator for department-specific platforms for fundraising, construction management, and volunteer management.

Training, Documentation and Support (20%)
  • Provides support and training for software use, including orientations for new staff and specialized training in response to changing roles. Provides recommendations for specific trainings and resources. Develops department-specific manuals as needed.
  • Documents all systems, definitions, and best practices. Recommends, writes, and updates internal policy and procedure documents.
  • Surveys user adoption rates and provides suggestions on additional training sessions, communication, modifications, or other resources

Leadership (10%)
  • Effectively communicates the broader business needs and how these needs translate into systems.
  • Attends professional development events to stay current on their Salesforce and accompanying apps.
  • Spearheads data management strategies, including data cleansing protocols, validation rules, and automated quality controls to maintain data integrity
  • Supervises Database Coordinator

Other Duties as Assigned (5%)
  • Other duties as assigned

Minimum Qualifications
  • BA or equivalent combination of education and experience required
  • 5-7years
  • Knowledge of Salesforce NPSP and Lightning UI
  • Experience configuring and implementing new Salesforce and third-party integrations
  • Strong technology and database background, including database development and maintenance, and aptitude and interest in new trends and developments
  • Demonstrated ability to visualize and understand offline business needs and to translate them into technical solutions
  • Comprehensive knowledge of computer software applications such as Microsoft Word and Excel; ability to learn new technology quickly
  • Experience with vendor management and software renewal process
  • Ability to manage multiple priorities and deadlines across multiple departments
  • Excellent attention to detail and organizational skills
  • Strong written and interpersonal communication skills
  • Ability to work in a fast paced, open, team-oriented, casual office setting (position may begin as remote work)
  • Commitment to serving families with low-incomes and advancing the critical call for affordable homeownership in the Bay Area.
  • Must be able to pass background check (In accordance with state and county law: convictions do not necessarily rule out employment, it depends on the nature and severity of the conviction and is evaluated on a case by case basis, check is conducted on last 7 years only.)

Preferred Qualifications
  • Salesforce.com certification
  • Knowledge of nonprofit fundraising practices
  • Fluency in Apex coding

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Demands

This is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets, and stand or bend as necessary. Must be able to travel within HGSF's service area.

Benefits

Compensation for this role is competitive, DOE. This full-time position offers medical, dental and vision insurance, life insurance, long-term disability, employee assistance program (EAP), Flex Savings Account (FSA), 403b retirement account, commuter benefits, 20 paid vacation days, 3 front loaded sick days (accrue up to 72 hours per year), and 13 paid holidays.

EEO: Habitat Greater San Francisco is an equal opportunity employer. Habitat Greater San Francisco strives to reflect the diverse community it serves. Applicants who contribute to this diversity are strongly encouraged to apply. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

Habitat GSF receives federal funds through Self-Help Homeownership Opportunity Program (SHOP) and is required by federal law, to the greatest extent possible, to provide job training and employment opportunities to Section 3 residents. *Section 3 residents are defined as public housing residents or low-income persons who live in metropolitan area or non-metropolitan counties where HUD-assisted projects are located.

Benefits

Compensation for this role is competitive, DOE. This full-time position offers medical, dental and vision insurance, life insurance, long-term disability, employee assistance program (EAP), Flex Savings Account (FSA), 403b retirement account, commuter benefits, 20 paid vacation days, 3 front loaded sick days (accrue up to 72 hours per year), and 13 paid holidays.

EEO: Habitat Greater San Francisco is an equal opportunity employer. Habitat Greater San Francisco strives to reflect the diverse community it serves. Applicants who contribute to this diversity are strongly encouraged to apply. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

Habitat GSF receives federal funds through Self-Help Homeownership Opportunity Program (SHOP) and is required by federal law, to the greatest extent possible, to provide job training and employment opportunities to Section 3 residents. *Section 3 residents are defined as public housing residents or low-income persons who live in metropolitan area or non-metropolitan counties where HUD-assisted projects are located.

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