Careers at RFCUNYJob Openings

Primary Responsibilities

Staff

• Supervise full-time data and technical support staff member and part-time data analyst.

 Project Management

• Work with the Director of Operations to oversee the development and implementation of a new Salesforce database that supports programs across the Institute:
  • Define project scope and objectives.
  • Develop and manage a detailed project schedule and workplan.
  • Provide project updates to various stakeholders about strategy, adjustments, and progress.
  • Create long- and short-term plans, including setting targets for milestones, adhering to deadlines, and allocating resources.

 Salesforce System Administration

• Serve as a primary system administrator for Salesforce environment with 40+ users.
  • Configure and maintain custom objects, record types, fields, page layouts, formulas, SOQL, data validation rules, triggers, custom workflows, approval processes, and within Salesforce.
  • Maintain user roles and profiles, security settings, access settings, etc. in training and production environment.
  • Assist Salesforce developer consultant with CRM's data architecture and data modeling.
  • Manage data feeds and other integrations.
  • Work with Salesforce consultants to oversee data cleaning, preparation, and migration from excel spreadsheets to Salesforce database.
  • Prepare and execute data loads, as required.
  • Monitor database use, to ensure consistency and quality of data input.

Data Reporting

• Supply statistics for grant reports, proposals, newsletters, events, and the Institute’s website
• Work closely with Institute staff to develop data collection forms including applications, intake and assessment forms, service delivery forms, and evaluation/feedback forms as needed for all programs and events.
• Communicate report findings to program staff through trainings and presentations.
• Work with teams to analyze data findings to support continuous quality program improvement and evaluation/workplans.
• Develop reports for leadership and program teams and for external stakeholders including funders.
• Develop/manage dashboards for leadership and program users.
• Develop spreadsheets, diagrams, and process maps to document needs.

Budget

• Prepare Data Unit budget (Licenses) and liaison between vendors and operations.

Program Evaluation

• Conduct routine reporting on program offerings, registration, and attendance:
• Communicate with stakeholders and colleagues to understand reporting needs, and provide guidance on best practices
• Identify, define, and/or develop appropriate metrics to track
• Design data structures in Excel or other database systems to house the data, as well as clean, merge and prepare data for reporting
• Create both routine and customized tables and reports
• Design and execute comprehensive evaluation plans specific to individual training programs
• Identify and/or develop KPIs to assess training program outputs, outcomes, and impact; with the ultimate goal of measuring program effectiveness
• Respond to ad hoc requests for data collection and analysis
• Manage and prioritize data and reporting requests
• Monitor and evaluate collection and quality improvement initiatives throughout the Division.
• Conduct routine analysis on program process and outcome data.
• Develop data collection protocol and instrumentation necessary to conduct in-depth studies.
• Work closely with Institute staff to develop data collection forms including applications, intake and assessment forms, service delivery forms, and evaluation/feedback forms as needed for all programs and events.
• Work with teams to analyze data findings to support continuous quality program improvement and evaluation/workplans. Develop/manage dashboards for leadership and program users.

 Information Systems (includes HR systems, business intelligence tools, backup systems, finance systems, etc.)

• Collaborates with users, vendors, technicians, and managers to understand and assess computing and system needs and requirements.
• Communicates the goals, policies, and procedures of the program to the CIS team; develops plans to implement these needs.
• Evaluate current technology use and needs of the organization and recommend software and hardware improvements.
• Oversees backup, security, and user help systems.
• Remains current on advances in technology.
• Provides technical support to users.
• Prepares and delivers operational or project progress reports.
• Create and maintain user documentation of Salesforce functionality and related workflows, program processes, and reporting.
• Provide one-on-one and departmental training to teach staff across the organization to use the new Salesforce CRM.