Director of Business Systems & Data Analytics (Salesforce CRM)

United Way Greater Kansas City

  • Kansas City, MO
  • Permanent
  • Full-time
  • 1 month ago
Overview:OVERVIEWMission: To improve lives by mobilizing the caring power of Greater Kansas CityWe’re more than fundraisers. We’re hand-raisers and game-changers. We go looking for the tough issues in our community, and with your help, we go solve them. United Way Greater Kansas City unites donors, volunteers, businesses, nonprofits, and community leaders to help change the lives of those in need. We are making Kansas City and the surrounding area better…100 years and counting.We are a team of adaptive, driven, focused, and flexible innovators working to solve and support some of the biggest challenges in our community. Our team culture is collaborative, and our office environment is flexible, with a hybrid virtual and in-office environment. We believe that working hard and playing hard are essential to a job well done. Come be a part of the pinnacle nonprofit in our community!JOB IDENTIFICATIONJob Title: Director of Business Systems & Data Analytics (Salesforce CRM)Department or Location: OperationsPOSITION SUMMARYReporting to the Chief Operating and Financial Officer, the Director of Business Systems & Data Analytics will lead the management and evolution of our internal systems—most critically, our Salesforce-based CRM. This role is essential to ensuring our technology supports our staff, enhances our fundraising and programmatic efforts, and enables data-informed decision-making across the organization.You’ll serve as a bridge between technology and people, helping staff articulate their needs and translating those into thoughtful, scalable solutions. You’ll also play a key role in maintaining data integrity, managing integrations with platforms like fundraising and accounting tools, and supporting continuous learning through documentation and training. Responsibilities:RESPONSIBILITIESPosition Duties & Responsibilities: The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
  • Salesforce CRM Leadership:
  • Serve as the primary administrator and strategist for our Salesforce CRM.
  • Design and implement fixes and enhancements that support financial reporting, fundraising, program delivery, and stakeholder engagement.
  • Manage integrations with platforms such as GoodWorld, Sage Intacct, Form Assembly and more.
  • Systems Strategy & Implementation:
  • Evaluate and improve the performance of existing systems, including our CRM, fundraising, accounting and direct assistance platforms.
  • Lead or support the implementation of new tools that align with our mission and operations.
  • Ensure systems are user-friendly, efficient, and aligned with nonprofit best practices.
  • Cross-Functional Collaboration:
  • Act as a product manager for internal systems—gathering input, identifying needs, and delivering solutions.
  • Facilitate communication between technical and non-technical staff.
  • Maintain clear documentation and lead training efforts to support staff onboarding and ongoing learning.
  • Data Management & Reporting:
  • Oversee data quality, governance, and reporting across platforms.
  • Maintain and develop dashboards and reports to support fundraising, program evaluation, and strategic planning.
  • Promote a culture of data-informed decision-making.
SUCCESS FACTORSMetrics of Success:
  • Develop and execute strategies to produce an increase in staff satisfaction and understanding of how to use our business systems to perform their work
  • Individual donors and corporate partners express high level of satisfaction with the user experience when donating to or campaigning for United Way
  • Increase in the ability to make data-driven decisions, across the organization.
  • Decrease in operating timeline for key tasks through automation, efficient processes and staff training.
Qualifications:QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.Education and/or Experience:
  • Bachelor’s degree in business systems, information technology, computer science, finance/accounting, or other related field; or equivalent experience.
  • Minimum 5 years of experience in business systems or CRM management, with at least 2-3 years focused on Salesforce.
  • Expert-level proficiency in SQL and/or SOQL preferred; intermediate level required, with a demonstrated ability to improve in proficiency of various systems and languages as needed.
  • Proven ability to manage system integrations and lead cross-functional projects.
  • Experience working in or with nonprofit organizations.
  • Excellent communication and stakeholder engagement skills, especially when discussing highly technical content.
  • Demonstrated experience with product management or user-centered design principles.
  • Strong understanding of nonprofit accounting, fundraising, donor engagement, and program operations preferred.
  • Salesforce certifications (Administrator, Advanced Administrator, or Platform App Builder) are a plus.
  • Proven experience and success in project management with a high degree of reliability, thoroughness, consistency, organization and accuracy is required.
  • Ability to use discretion and maintain confidentiality when handling sensitive data.
Core Competencies:
  • Catalyst: A change agent who actively convenes partnerships with others who offer diverse backgrounds, experiences and perspectives to drive community transformation and foster mission goals.
  • Achievement: Driven to make a difference – actively sets challenging stretch goals – passionately and purposely aims to achieve them; demonstrating adaptability and perseverance.
  • Responsive: Can be counted on to do what needs to be done. Models a consultative engagement approach in all interactions developing relationships both internally and externally, brings the “right” stakeholders into decisions and actions; and resolves conflicts respectfully.
  • Excellence: Invests in continuous learning, generously shares knowledge and strives to do the right thing in all endeavors to positively reflect the UWGKC brand and mission.
  • Solutions: Exhibits fierce resolve to understand root issues that impact achievement of results. Collaborates to devise creative, innovative solutions to optimize outcomes for those we serve.
KEY DATESIf you are interested, please apply by: August 8, 2025.We plan to begin interviewing candidates by: August 10, 2025UWGKC Value PropositionWork Environment: Hybrid (combined virtual and in-person office)Benefits: Full health and dental coverage; Flexible Paid Time Off; HSA, 403B with company match; paid parental leave and paid extended medical leave, flexible office culture; employee development opportunities.Position Leader: Chief Operating and Financial OfficerPosition Leads: Manager, Data Management & AnalyticsFLSA Status: Exempt (Salary)United Way of Greater Kansas City - Equal Opportunity EmployerAbout United Way of Greater Kansas CityUnited Way of Greater Kansas City serves the six-county metropolitan area of Kansas City, partners with 145 agencies, and serves more than 25,000 donors. The organization’s mission is to improve lives by mobilizing the caring power of Greater Kansas City. Its focus is to improve the health, education, and financial stability of every person in the community. United Way of Greater Kansas City’s partners include global, national, and local businesses, nonprofits, government, civic and faith-based organizations, along with educators, labor leaders, health providers, senior citizens, students, and more. For more information, please visit .OMNI and our clients are Equal Opprotunity Employers.

United Way Greater Kansas City