PRIMARY FUNCTION/PURPOSE:
The Business Systems Analyst supports Episcopal Relief & Development’s deployment and adoption of HubSpot as a core constituent engagement platform and ensures it works seamlessly with the organization’s systems of record, including Blackbaud Raiser’s Edge and Financial Edge. The Business Systems Analyst translates the needs of Development, Marketing & Communications, and Finance into clear data and system requirements, manages implementation project plans and timelines, and safeguards data quality and integrity across platforms. Working closely with the VP of Data and Technology, the position plans and tracks project work in Asana, coordinates vendors and implementation partners, and contributes to the organization’s data strategy and digital transformation in support of Episcopal Relief & Development’s core values and strategic goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
HubSpot Deployment & Configuration
Serves as a core member of the HubSpot implementation team, supporting configuration of objects, properties, pipelines, lists, forms, workflows and user permissions
Gathers and documents business requirements from Development, Marketing & Communications, Finance and other stakeholders, translating them into functional and technical specifications
Supports design and testing of integrations between HubSpot, Raiser’s Edge, Financial Edge and other platforms, including field mapping, sync rules and error handling
Plans and executes data migration activities, including data profiling, cleansing, de-duplication, mapping, test loads and validation
Develops and runs test plans and user acceptance testing (UAT), tracking issues through resolutio
Supports go-live, post-launch stabilization and ongoing optimization of HubSpot based on user feedback and evolving organizational needs
Fundraising & Finance Systems (Raiser’s Edge & Financial Edge)
Applies working knowledge of Raiser’s Edge data structures (constituents, gifts, funds, campaigns, appeals) and how they relate to HubSpot contact and engagement data
Applies working knowledge of Financial Edge general ledger, fund and project structures as they relate to gift processing, revenue reconciliation and restricted funds
Supports gift-to-GL reconciliation and data handoffs between Raiser’s Edge and Financial Edge, working with Finance and Development Operations staff
Builds and maintains queries, imports, exports and reports across Blackbaud systems
Provides user support, troubleshooting, documentation and training resources for supported systems
Data Requirements, Quality & Governance
Defines and documents data requirements, data dictionaries, field definitions, data mappings and data flows across systems
Establishes and monitors data quality standards and routines; identifies and resolves data integrity issues
Manages adherence to data privacy, security and consent standards (e.g., donor privacy, email consent and opt-out handling), working closely with the Data and Technology team
Prepares data sets for reporting and analytics; supports integration with Civis Analytics or other data warehouse and analytics platforms as needed
Contributes to Episcopal Relief & Development’s data strategy and digital transformation
Project Management
Manages project plans, scope, timelines, milestones, risks and dependencies for the HubSpot deployment and related system initiatives
Builds and maintains project workspaces in Asana, including tasks, owners, due dates, status updates and portfolio reporting
Facilitates project meetings and stakeholder check-ins; prepares agendas, notes and action items
Provides regular status reporting to the VP of Data and Technology and project stakeholders, escalating issues and risks as needed
Coordinates change management and training activities, including user guides, training sessions and adoption tracking
Organizes and maintains project and system documentation per Data and Technology standards
SUPERVISORY REQUIREMENTS:
There are no direct staff supervisory responsibilities. The position:
Coordinates and oversees the work of external implementation partners, consultants and vendors (e.g., HubSpot and Blackbaud partners)
EDUCATION:
A Bachelor’s Degree in information systems, computer science, business, data analytics or a related field, or equivalent work experience
Project management certification (e.g., PMP, CAPM or Agile/Scrum) a plus
EXPERIENCE:
A minimum of three (3) years of experience as a business or systems analyst, CRM administrator or similar role, preferably in a nonprofit organization
Demonstrated project management experience leading cross-functional system projects on time, within scope and to quality standards (required)
Hands-on experience with Blackbaud Raiser’s Edge and working knowledge of Financial Edge (NXT versions preferred)
Experience supporting a CRM implementation, data migration or integration; HubSpot experience strongly preferred
Experience gathering requirements and documenting data flows, data mappings and business processes
Nice to have: Experience with Civis Analytics or similar cloud data and analytics platforms
Keen interest in technology, systems and innovation and demonstrated ability to quickly learn new platforms
SKILLS:
Demonstrated skills and experience with the following software:
HubSpot (CRM and Marketing Hub; HubSpot certifications a plus)
Blackbaud Raiser’s Edge and Financial Edge (including Query, Import and Export)
Asana or similar project management tools (e.g., Smartsheet, Monday.com, Jira)
Google Workspace and Excel, including advanced spreadsheet skills for data cleansing and analysis
Preferred: Civis Analytics, SQL, and Looker Studio, Power BI or other data visualization tools
Preferred: Familiarity with APIs and integration tools (e.g., Blackbaud SKY API, Zapier)
Strong analytical and problem-solving skills; able to translate between business and technical audiences
Detail-oriented with strong organizing, prioritizing and time management skills for effective self-management, task execution and personal accountability
System user/customer service-oriented, with a focus on adoption and continuous improvement
Self-starter capable of working remotely at a high level of productivity; able to work through and resolve technical issues on their own
Strong communication and interpersonal skills; proven ability to lead stakeholders through change and manage complex or difficult situations with tact, diplomacy and good humor
OTHER REQUIREMENTS:
Passionate about Episcopal Relief & Development’s mission and impact
May be required to work long hours and a varied schedule, including occasional evenings and weekends around go-live and other project milestones
Ability and willingness to work Eastern time business hours
Ability and willingness to travel occasionally within the U.S.
SALARY & BENEFITS:
Annual salary range of $90,000-$100,000.
Competitive, comprehensive benefits package offered
The position description is a guide to the critical duties and essential functions of the job, not an all-inclusive list of responsibilities and/or qualifications. Position descriptions are reviewed and revised to meet the changing needs of Episcopal Relief & Development at the sole discretion of management.
Episcopal Relief & Development is committed to creating a diverse environment and is proud to be an equal opportunity employer (EEO). All employment practices will be administered without regard to an individual’s actual or perceived protected characteristic(s) - race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other legally protected status. Episcopal Relief & Development offers reasonable accommodations for individuals with disabilities. You may request accommodation at any time.
Bachelor's degree in information systems, computer science, business, data analytics or related field; 3+ years as business/systems analyst or CRM administrator; project management experience; Blackbaud Raiser's Edge and Financial Edge knowledge; HubSpot experience preferred.
Key Responsibilities
- deploying HubSpot
- managing integrations
- supporting data quality
Skills & Tools
HubSpot, Blackbaud Raiser's Edge, Financial Edge, Asana, Google Workspace, Microsoft Excel, Civis Analytics, SQL, Looker Studio, Power BI, Blackbaud SKY API, Zapier
Job Details
- Category: Information Technology
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 90,000 – 100,000 / year
- Languages: English
About Episcopal Relief and Development
A non-profit organization supporting relief and development through data and technology. — Industry: Non-Profit Organizations and NGOs