Advancement Information Systems (AIS) Systems Administration, Associate Director

ADVANCEMENT INFORMATION SYSTEMS (AIS), SYSTEMS ADMINISTRATION, ASSOCIATE DIRECTOR

The AIS, Systems Administration, Associate Director oversees the administration and management of Advancement’s Quest CRM (an Affiniquest CRM built in Salesforce). As a key member of AIS’ Business Analytics Team, this role ensures that the CRM and integrated solutions provide user-friendly, scalable products, and tools to meet and support Advancement’s technical business systems and processes. This role is responsible for the product lifecycle from discovery to delivery and iteration, working closely with internal stakeholders, developers and programmers, the data management team, and business analysts.

Key Performance Indicators for this Role

• End user feedback
• User adoption of product and features
• Quantifiable efficiencies

Product Oversight and Prioritization

• Support the development and maintenance of long-term product priorities and roadmaps, and short -term operational needs under the direction of the Director of Business Analytics.
• Manage the arrangement of tasks and features for product development based on impact, urgency, and effort.
• Work with the other AIS teams on milestones, dependencies, and deadlines related to Quest and integrated products to support AIS operational planning.
• Owns and ensures alignment and clear communication of technical priorities and milestones that affect end users.

Requirements Gathering and Specifications Writing

• Serves as a subject matter expert in AIS for Quest.
• Liaise with AIS Business Analysts to understand the product requirements and workflows needed to craft short-term and long-term CRM solutions for Advancement-wide CRM business needs.
• Liaises with stakeholders to translate functional needs from Advancement teams into well-defined user stories, product requirements, and workflows.
• Collaborate with the Product Development team, the Data Management team, and Business Analysts to ensure end-user requirements are clearly communicated and understood.

Product Documentation and Testing

• Maintains detailed documentation of product behavior, workflows, and integration logic.
• Creates and validates acceptance criteria for QA and UAT.
• Supports defining SOPs for Quest maintenance, data uploads, and feature releases.
• Monitors and reports on product performance, including automations and workflows
• Collaborates with the AIS Documentation Specialist to convey new rollout information which needs to be reflected in end-user-facing documentation.
• Collaborates with the AIS Training Manager to convey new rollout information which needs to be captured in end-user training.

Workflow Efficiencies and Continuous Improvement

• Identifies opportunities to streamline manual data tasks through automation and product configuration.
• Works with Product Development team to solution and scope improvements. Leads check-ins with Product Development, Data Management, Business Analysts, and Solutions & Enablement to ensure alignment.

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in computer science or related field. Salesforce certifications such as Administrator, Platform App Builder, or Business Analyst are required.
• 5+ years’ experience with Salesforce or other enterprise CRM platform utilized in a fundraising or sales environment.
• Any appropriate combination of relevant education, experience, and/or certifications may be considered.

REQUIRED KNOWLEDGE, SKILLS, ABILITITIES/COMPETENCIES TYPICALLY NEEDED TO PERFORM THIS JOB SUCCESSFULLY:

• Strong understanding of Salesforce-based CRM capabilities.
• Strong understanding of software development lifecycles in an agile-leaning, hybrid environment.
• Experience with platform configuration and customization.
• Experience leading activities in structured team development projects.
• Strong communication skills with both technical and non-technical clients.
• Strong problem-solving, analytical, and strategic communication skills.

PREFERRED QUALIFICATIONS

• Master’s degree in information systems, nonprofit management, business administration, or related field
• Experience in a higher education technology environment, especially with Salesforce
• Working knowledge of higher education advancement principles, including donor lifecycle, fundraising workflows, gift processing, and constituent engagement
• Proficiency with tools such as Informatica, Apsona, and/or Tableau for Salesforce