Special requirements - For full consideration, applicants are required to provide a diversity statement on what is your experience working to advance Diversity, Equity, and Inclusion. While this is a remote position, candidates must reside in California.
UC Vaccination Policy: With limited exceptions, COVID-19 vaccinationsarerequired for Covered Individuals under the Policy. Covered Individuals include all employees, students, or trainees who physically access a University facility or program in connection with their employment, appointment, or education/training. Covered Individuals do NOT include employees who work 100% remotely with NO expectation that they will physically access any University location or program at ANY time. If 100% remote work ends, the employee is subject to policy.
INITIAL REVIEW DATE (IRD)
UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.
The IRD for this job is: 03-06-2023
ABOUT UC SANTA CRUZ
UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.
DEPARTMENT OVERVIEW
University Relations supports the teaching, research, and public service of UC Santa Cruz by making and keeping deep, heartfelt connections. Building enduring relationships among students, alumni, faculty, donors, and others is the lifeblood of our work and helps to make UC Santa Cruz a thriving community of knowledge, inquiry, public service, and social mobility. The Information Systems unit of University Relations (URIS) is under Information Management (IM), and is responsible for overseeing and maintaining the UR CRM system and the related business and communications systems that support UC Santa Cruz fundraising programs, alumni and community engagement, and all related public relations and marketing efforts. The UR CRM contains over 430,000 UC Santa Cruz constituent records including current and former students and their parents; current and former staff and faculty; donors and prospective donors; governmental, community, and educational leaders; volunteers, and other friends and supporters of the campus. These systems that URIS supports comprise a moderately complex information environment, and the UR CRM is the official database of record for UC Santa Cruz private gift income, donors, and alumni.
We are a welcoming group of ambitious, diverse, and creative professionals pursuing our mission in support of the university's overarching purpose. We take our work seriously because we care - but we don't take ourselves too seriously! The UR culture is lively and dynamic. We value collaboration and our staff is resourceful, enthusiastic, and hard-working.
The division is a fun, friendly and open space, where colleagues are supportive of and positive about each other's goals and aspirations. We embrace diversity and often jump in to help where needed (rolling up our sleeves to get the job done). We dare to approach challenges as opportunities. We seek creative ways to overcome obstacles, at times with limited resources, while keeping our eye on the objective: helping students achieve their goals, providing crucial public service, and advancing life-changing research and discovery.
We hope you are inspired by what we do and are excited to contribute to our mission. We are looking for candidates who do great work and hope they come from a number of different backgrounds and experiences. We aspire to build an increasingly diverse, equitable, and inclusive workplace. We encourage you to apply even if you do not believe you meet every qualification for the position but possess transferable skills and experiences.
JOB SUMMARY
Reporting to the University Relations (UR) Information Systems Director, the Salesforce Administrator is responsible for the technical support, maintenance, and configuration of the 'UR Salesforce Environment' (this environment includes UR Salesforce CRM, and associated Experience Cloud, Marketing Cloud, and integrated applications). The Salesforce Administrator will work with the Information Management Team, campus Information Technology Services (ITS), SMEs, vendors, end users, and other key stakeholders and campus partners to understand business requirements; and to design, enhance, and maintain the UR Salesforce Environment to meet these requirements. The Salesforce Administrator will lead the support of the data integrations between the UR Salesforce Environment and other campus systems (e.g. data warehouse), Hyland Perceptive document imaging, online community services (including online event registration, online giving, and online membership forms), and other systems that may be integrated. In the execution of this role, this position applies professional concepts, department/unit and campus/medical center/Office of the resident policies and procedures to resolve various complex issues in one or more IT areas of specialization. Analyzes complex issues. Within defined procedures and practices, determines appropriate action.
APPOINTMENT INFORMATION
Budgeted Salary: $85,000 to $107,000/year. Salary commensurate with skills, qualifications and experience. Under California law, the University of California, Santa Cruz is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary above the posted range. The salary shown above is the budgeted range the University reasonably expects to pay.
No. of Positions: 1
Benefits Level Eligibility: Full benefits
Schedule Information:
Full-time, Fixed
Percentage of Time: 100%, 40 Hours per Week
Days of the Week: Mon-Fri
Shift Includes: Day
Employee Classification: This is a Contract appointment
Job End Date: 2 years from hire date, with possibility of extension
Work Location: Remote. While this is a remote position, candidates must reside in California.
Union Representation: Non-Represented
Job Code Classification: 007309 (INFO SYS ANL 3)
Travel: Never or Rarely
JOB DUTIES
70% - Administration
Administer the UR Salesforce CRM and the associated Marketing Cloud, Experience Cloud environments/instances, and integrated applications (the 'UR Salesforce Environment').
Perform administration of the UR Salesforce Environment including responsibility for all configuration and custom coding, and including object and field definition, data structure, documentation, short and long range requirements planning, operational guidelines (planning, oversight, and documenting), security and licensing. Administration also includes creating and maintaining fields/relationships, workflow rules, approval processes, page layouts, security, validation rules, email, custom buttons/links, etc.
Lead and provide primary support of Salesforce and vendor releases/upgrades and internal releases.
Responsible for maintaining functional areas of contacts/relationship, accounts, opportunities, dashboards, and reports.
Enforce security controls ensuring data security is enforced by the use of roles, profiles, and sharing rules.
Work with the IM Data Services team to ensure integrity of master data maintained on the platform; and continually monitor data integration and work with the IM Data Services team to ensure data integrity and quality. Also support the Data Services team in complex data management or resource research, studying and planning for metadata acquisition, and loading data into the UR Salesforce Environment systems.
Perform analysis, administration, troubleshooting, testing, data and environment refreshes as needed.
Develop and refine our Salesforce.com reporting functionality: support the URIS report writers to prepare dashboards, pipelines, and ad hoc reports.
Work cross-functionally (within UR, ITS, and across campus) as necessary to implement and maintain and improve systems and integrations with other campus systems/data.
Provide support of integrations and applications installed within UR Salesforce Environment such as installed Salesforce AppExchange applications, and integrations with other campus systems (e.g. data warehouse), Hyland Perceptive document imaging, and online community services (including online event registration, online giving, and online membership forms).
Provide primary technical support of the UR Salesforce Environment and act as a primary support contact with Salesforce. Troubleshoot and resolve the most complex issues. Design and coordinate work flow of support requests, set priorities and track resolution. Ensure compliance with and provide input to service level agreements.
15% - Business Analysis & QA
Be part of a fast paced team environment and participate in planning, documentation, execution, testing, and launch of UR Salesforce Environment projects.
Work with business analysts, various functions, and end users to identify, document, and communicate standard business processes as they relate to the database and system functions and design. Support of this work requires understanding and application of industry practices, community standards and department/unit policies and procedures relating to work assignments.
Create complex specifications for systems to meet business and end-user requirements. This includes development of user interface designs. Elicit, analyze, prepare and summarize business and user needs, document requirements, and revise existing system and process logic issues as necessary. Documents complex software and processes. Creates project plans.
Keep abreast of new Salesforce.com features and functionality and provide recommendations for process improvements; and make recommendations for development of and/or purchase or upgrade of software/services to meet business needs, and perform moderately complex analysis to support the acquisition, installation, and configuration of these additional solutions.
Research changes in upcoming versions of Salesforce.com and other integrated applications, and coordinate proactive and efficient rollout of these changes with the IM Team.
Provide recommendations when necessary to enhance efficiency and productivity.
Assist IM staff users with report and dashboard design, testing, and management, and take primary responsibility/oversight for development of coding and database (objects, triggers, flows, and more) to support reporting.
Collaborate with business analysts and end-users in creating and maintaining training materials. Support IM efforts and work to promote the adoption, onboarding, and train-the-trainer processes.
Work within an agile and/or waterfall environment to identify any issues with product/testing requirements. Assist with preparation of all prescribed quality assurance artifacts including, but not limited to, test plans and test cases.
Participate and/or review documentation and test results in all quality assurance test phases, such as requirements validation, unit, integration, user acceptance, verification, and regression testing.
Perform quality assurance testing and report issues; and collaborate with QA leads in the development and execution of automated and manual testing.
15% - Development
Perform Salesforce configurations, Apex and VisualForce coding work. Design, develop, modify, debug, deploy, and evaluate complex software configurations, procedures, and scripts. Perform complex data analysis and analyze the design and use of complex data sources. Monitor and employ source code control techniques and configuration management. Perform complex testing of software to ensure proper operation and conformance to test plans. Implement release management.
Work with the IM Data Service team to develop process for, and conduct import and export data to the UR Salesforce Environment using various tools.
Implement changes to applications; test those changes to ensure accuracy; and work with stakeholders to accept and deploy the new solutions.
REQUIRED QUALIFICATIONS
Bachelor's degree in related area and / or equivalent experience / training.
Minimum of two (2) years demonstrated experience with administration of Salesforce. 3+ years is preferred.
Extensive experience administering various Salesforce technologies such as Sales Cloud, Experience Cloud, Lightning, VisualForce, and Salesforce reporting (CRM Analytics experience is a plus but not required). And a strong functional knowledge of the Salesforce data structure and a strong understanding of how to leverage and configure the data to meet complex reporting requirements.
Broad knowledge of various areas of IT services and software development, and demonstrated intermediate administrator level understanding of VisualForce, HTML, APEX, and CSS.
Advanced skills associated with programming design, modification and implementation. Basic knowledge of secure software development. Demonstrated ability to create software specifications.
Demonstrated ability to install software & online/hosted applications including Salesforce applications; and including the ability to configure, and troubleshoot and repair moderately complex problems with computing online/hosted services, devices, peripherals, and software.
Thorough knowledge of business and process analysis functions. Knowledge of the design, development, and application of technology and systems to meet business needs. Ability to identify process improvements and recommend solutions.
Working knowledge of database management systems and standards. Knowledge relating to database system design. Intermediate database querying skills and experience working with moderately complex databases. Familiarity with logical data design and data mapping or data conversion.
Advanced knowledge of Salesforce system security and related tools, best practices, and policies including demonstrated experience securing server and cloud based software/application. Demonstrated skill at administering moderately complex security controls and configurations in Salesforce.
Demonstrated testing and test planning skills.
Ability to write technical documentation in a clear and concise manner for both IT and end-user audiences.
Demonstrated comprehensive understanding of how system management actions affect other systems, system users, and dependent/related functions.
Familiarity with data quality, governance issues, and requirements.
Strong customer service skills and focus (internal and external); an effective team collaborator with a positive attitude and ability to work with cross functional teams, and including strong interpersonal skills sufficient to work with both technical and non-technical personnel at various levels in the organization. Ability to elicit and communicate technical and non-technical information in a clear and concise manner.
Works independently and as part of a team. Demonstrated problem-solving skills. Ability to learn effectively and meet deadlines.
Ability to handle ambiguity in a fast-paced environment with multiple concurrent tasks. Ability to maintain flexibility and quickly address changing priorities. Ability to effectively interact, collaborate, and influence across all levels of an organization.
Ability to provide high quality work utilizing highly developed and effective communication (written and verbal), time management, and collaboration skills. Attention to detail and good problem solving capabilities. Highly self-motivated and directed. Ability to work independently and be proactive.
PREFERRED QUALIFICATIONS
Demonstrated experience in designing and developing training -materials and conducting online and/or in-person training, particularly for technical training topics.
Experience in the use of business process modeling tools such as Lucidchart, Microsoft Visio and/or OmniGraffle Professional; and project management tools such as spreadsheets, Atlassian Jira, Microsoft Project and/or Asana.
Salesforce report writing experience and expertise or experience with various data reporting tools available with/for Salesforce (e.g CRM Analytics).
Experience with Structured Query Language (SQL and or Salesforce SOQL) to group, analyze, report, and transform data.
SPECIAL CONDITIONS OF EMPLOYMENT
Selected candidate will be required to pass a pre-employment criminal history background check.
Ability to work long periods of time at a computer with or without accommodation.
Must be able to work remotely from a home office and be able to fulfill requirements of the UCSC telecommuting agreement.
Ability to maintain appearance and conduct suitable for working in a professional setting.
The University of California has implemented a COVID-19 Vaccination Policy covering all employees. To be compliant with the policy, covered employees must submit proof of vaccination or have an approved exception or deferral, eight (8) weeks from date of hire.
SAFETY STATEMENT
All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.
HOW TO APPLY
Attach your resume and cover letter when applying for this job opening. Do not attach any documents to 'My Activities'. Visit our HowtoApply tutorial for detailed instructions on our applicant process.
EEO/AA
The University of California is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.
To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; https://jobs.ucsc.edu. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.
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UC Santa Cruz is a public university like no other in California, combining the intimacy of a small, liberal arts college with the depth and rigor of a major research university.