Inatai Foundation

Systems Engineer

• Support end-users with ongoing business processes by identifying, diagnosing, and resolving problems with Salesforce configuration, workflows, processes, and/or integrations.
• Perform ongoing maintenance and configuration tasks in Salesforce, including coordinating and undertaking testing of regular system updates and vendor releases.
• Maintain and improve the usability of Inatai’s portal where grantseekers and grantees interact with the foundation.
• Manage and troubleshoot bugs and system malfunctions reported by users, including submitting helpdesk tickets to Salesforce or other parties, and track items through to resolution.
• Liaise with software vendors to implement enhancements and bug fixes, as required.
• Implement and maintain Salesforce platform integrations, including Conga, DocuSign, and Sage Intacct.
• Develop and maintain complete system documentation detailing configuration decisions.
• Setup, maintain, and regularly review users, security settings, profiles, permission sets, and other system security settings/requirements, including provisioning staff and applicant/grantee user accounts.
• Perform discovery around new business needs, including documenting requirements, business process workflows, and customization specifications for development.
• Coordinate and facilitate project meetings to gather information from stakeholders about emerging user needs.
• Continually optimize the system’s usability and design to ensure grant and CRM information is accessible and transparent across Inatai.
• Monitor and maintain data quality, and socialize data quality standards with users through drafted materials and direct training.
• Support grants data analysis, including producing reports and developing dashboards for the presentation of grant information, e.g., operational performance indicators such as processing times and volume analyses.
• Prepare grant-related schedules/reports for finance, audit, and tax purposes.
• Rapidly respond to inquiries from Inatai staff for data on grants and sponsorships.
• Design and conduct onboarding/on-going system training for all users, including Inatai staff, grantseekers, and grantees.
• Produce training materials and write technical instructions, as required.
• Provide management support and mentoring to staff.
• Regularly participate in Grantmaking Operations team meetings to ensure system functionality is meeting user needs.
• Actively participate in vendor user communities, e.g., Salesforce, PEAK Grantmaking, and TAG, and identify and investigate system practices or new tools that provide added benefits to staff and/or applicants/grantees, including implementing new technology systems as needed.
• Maintain overall technical knowledge of Salesforce products and best practices by attending Dreamforce, TAG, educational workshops, and reviewing release notes.
• Be a champion for the system while being a good thought partner and collaborator to fellow team members. Lean into our culture of providing excellent customer service.
• Improve accessibility practices for external and internal users, particularly when it comes to providing Spanish translations of external forms and applications.
• Contribute one’s own ideas, perspectives, and lived experiences to the emerging culture of the foundation.
• Assume other responsibilities and explore new opportunities that arise with the evolving needs and aspirations of the foundation.

Grant Operations Systems Analyst