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Colorado State University Salesforce Report Writer in Fort Collins, Colorado

Posting Detail Information

Working TitleSalesforce Report Writer

Position LocationFort Collins, CO

Work LocationPosition qualifies for hybrid/in-office work

Research Professional PositionNo

Posting Number202401174AP

Position TypeAdmin Professional/ Research Professional

Classification TitleProf/Indiv Contrib II

Number of Vacancies1

Work Hours/Week40

Proposed Annual Salary Range$58,000-$62,000

Employee Benefits

Colorado State University is not just a workplace; it’s a thriving community that’s transforming lives and improving the human condition through world-class teaching, research, and service. With a robust benefits package, collaborative atmosphere, commitment todiversity, equity and inclusion (https://inclusiveexcellence.colostate.edu/about/) , and focus on work-life balance, CSU is where you can thrive, grow, and make a lasting impact.

  • Review our detailed benefits information here. (https://hr.colostate.edu/wp-content/uploads/sites/25/2021/01/benefits-summary-afap.pdf)

  • Explore the additional perks of working at CSU here.

  • For the total value of CSU benefits in addition to wages, use our compensation calculator (https://hr.colostate.edu/total-compensation-calculator/) .

  • Lastly, click here for more information about why Fort Collins is consistently ranked in the top cities to live in (https://hr.colostate.edu/prospective-employees/our-community/) !

Desired Start Date09/09/2024

Position End Date (if temporary)

To ensure full consideration, applications must be received by 11:59pm (MT) on07/21/2024

Description of Work Unit

Who We Are

Located in the beautiful town of Fort Collins, Colorado, CSU is a premier land-grant university with world-class programs in education, outreach, and research. CSU has a student body of over 34,000 students, 7,400 employees, 258,000 living alumni, and annual research expenditures exceeding $498 million. Guided by the five supporting Principles of Community: Inclusion, Integrity, Respect, Service, and Social Justice, the University constantly pursues its mission and vision of access, research, teaching, service, and engagement.

Within CSU , the Division of University Advancement is integral to achieving and sustaining the University’s institutional excellence through fundraising and engagement efforts. Our purpose is to connect our alumni, friends, corporations, and foundations to raise the financial support necessary to advance the University’s mission and vision. With one of the leading development teams in the country, the Division most recently reached its $1 billion fundraising campaign goal 19 months ahead of schedule.

The department of Innovation Technology, Education and Analytics ( ITEA ) is comprised of four distinct work groups: Infrastructure Technology (IT), Business Solutions, Instructional Design, and Analytics. High-level services provided by ITEA include network administration, programming, application development, system research and development, reporting, visualization, system training and client customer support.

ITEA mission statement: To practice professional application of technology, data and process in order to educate and empower colleagues to safely pursue, confidently perceive and boldly actualize the insights necessary to advance the University.

Innovation Technology, Education and Analytics supports the technical, educational, and analytical framework that surrounds University Advancement’s core systems and processes. This team is responsible for the reporting, application, development, training, data analysis, system integration and end-user support related to the university’s enterprise-level Constituent Relationship Management ( CRM ) system (e.g., alumni, donors, friends, companies, etc.)

Position Summary

The Salesforce Report Writer is a full-time administrative professional position within the ITEA Analytics sub-unit. This position is responsible for the design, development, testing, implementation, maintenance, security and documentation of reporting and associated applications that provide timely, accurate and clear outputs to inform data-driven decisions aligned with University Advancement’s strategy and vision. The Salesforce Report Writer collaborates closely with functional teams across the division, as well as leadership, to analyze business needs, determine approach/efficiency, evaluate existing options and build sustainable solutions.

This position works independently with a moderate level of decision-making and self-direction involving report design, development, interpretation and analysis.

This position will help support University Advancement’s commitment to excellence in diversity, equity, and inclusion by helping ensure that services and processes are inclusive.

Required Job Qualifications

  • Bachelor’s degree from an accredited university, preferably in an Information Technology or Business related field by employment start date.

  • One year of experience in data analysis, report and dashboard development and/or data visualization (or related field), with strong preference given to candidates experienced at developing reports and dashboards within the Salesforce platform.

Preferred Job Qualifications

  • Experience developing user-accessible reports, dashboards and data visualizations utilizing Salesforce Reports, CRM Analytics and/or Tableau

  • Strong understanding of reporting architecture and relational database design / data models

  • Experience collecting, analyzing and synthesizing business needs from a wide range of users

  • Experience working in a higher education or non-profit environment, particularly within Advancement

  • Experience working with the Salesforce platform and related third party applications such as ascend, Blackthorn and Conga

  • Functional knowledge of SQL and/or SAQL ; knowledge of R is a plus

  • Excellent organizational, analytical and independent problem-solving skills

  • Ability to work independently and under time pressure with a wide range of personalities in an ever-changing environment

  • Excellent customer service and oral / written communication skills

  • Ability to negotiate specifications and communicate final products with clients

Diversity Statement

Reflecting departmental and institutional values, candidates are expected to have the ability to advance the Department’s commitment to diversity and inclusion.

Essential Duties

Job Duty CategoryReport Development

Duty/Responsibility

  • Facilitate design sessions with appropriate end-users to distill core requirements for report development

  • Translate business needs & unit priorities into complete outputs with appropriate security

  • Analyze and synthesize complex and diverse information gathered from leadership, end-users and others to develop new reports (or reporting systems) as needed

  • Select appropriate tools and approaches to satisfy business needs, leaning towards out-of-the-box functionality wherever possible

  • Develop user-accessible solutions (reports, dashboards, visualizations) to support the University’s goals within time-sensitive deadlines

  • Perform appropriate testing / validation of functionality and security considerations for all deliverables

  • Write ad-hoc queries and reports using various tools as necessary

  • Examine processes to ensure they are inclusive of all involved parties; consider how processes may lend themselves to bias.

Percentage Of Time50

Job Duty CategoryCollaboration and Customer Support

Duty/Responsibility

  • Serve as the lead and authoritative resource for the UA reporting community, including onboarding & support of users enabled to create their own reports

  • Respond punctually to ongoing reporting requests, questions and issues from end-users

  • Provide one-off training for end-users to help them understand and utilize existing resources

  • Promote broad data literacy and consistency of language through direct discussions and broad presentations

  • Network with peers at other ascend / Salesforce institutions

  • Use cultural competency and inclusive excellence to develop successful relationships of partners with various identities.

Percentage Of Time25

Job Duty CategoryResearch and Development

Duty/Responsibility

  • Evaluate new and emerging features and concepts in supported reporting tools (Salesforce Reporting, CRM Analytics, etc.)

  • Monitor the overall industry landscape and explore / propose new approaches or tools

  • Work with Salesforce Administrator, Salesforce Developer and/or other ITEA staff to define, test, implement and document new data fields / structures

  • Participate in Data Governance committee(s) and determine impact of related decisions on reporting outputs & approaches

  • Help integrate the reporting function into the overall charge and philosophy of the UA Analytics team

  • Consider usability and access when researching and testing emerging technologies, such as strengths and barriers certain systems may have in providing a quality and equally accessible experience to employees with different needs and what support employees may need in order to utilize a new technology.

Percentage Of Time15

Job Duty CategoryDocumentation

Duty/Responsibility

  • Create appropriate documentation of reporting requirements, outputs and use

  • Assist with the ongoing development of a system Data Dictionary, Data Glossary and associated resources

  • Assist in the definition of UA reporting philosophy and protocols

Percentage Of Time10

Application Details

Special Instructions to Applicants

Interested applicants must submit a cover letter which addresses how professional experiences align with identified required and preferred qualifications of the position, a current resume, and the names, e-mail addresses, and telephone numbers of three (3) professional references. References will not be contacted without prior notification of candidates.

CSU is committed to full inclusion of qualified individuals. If you are needing assistance or accommodations with the search process, feel free to contact Kaitlyn Howell, Kaitlyn.Howell@colostate.edu, with any questions.

Conditions of EmploymentPre-employment Criminal Background Check (required for new hires)

Search ContactKaitlyn Howell, Kaitlyn.Howell@colostate.edu

EEO Statement

Colorado State University is committed to providing an environment that is free from discrimination and harassment based on race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity/expression, or pregnancy in its employment, programs, services and activities, and admissions, and, in certain circumstances, marriage to a co-worker. The University will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Colorado State University is an equal opportunity and equal access institution and affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and Colorado State laws, regulations, and executive orders regarding non-discrimination and affirmative action. TheOffice of Equal Opportunity (https://oeo.colostate.edu/) is located in 101 Student Services.

The Title IX Coordinator is the Director of the Office of Title IX Programs and Gender Equity, 123 Student Services Building, Fort Collins, CO 80523-0160, (970) 491-1715,titleix@colostate.edu.

The Section 504 and ADA Coordinator is the Director of the Office of Equal Opportunity, 101 Student Services Building, Fort Collins, CO 80523-0160, (970) 491-5836,oeo@colostate.edu.

The Coordinator for any other forms of misconduct prohibited by the University’s Policy on Discrimination and Harassment is the Vice President for Equity, Equal Opportunity and Title IX, 101 Student Services Building, Fort Collins, Co. 80523-0160, (970) 491-5836,oeo@colostate.edu.

Any person may report sex discrimination under Title IX to theOffice of Civil Rights, Department of Education (https://www2.ed.gov/about/offices/list/ocr/docs/howto.html) .

Background Check Policy Statement

Colorado State University strives to provide a safe study, work, and living environment for its faculty, staff, volunteers and students. To support this environment and comply with applicable laws and regulations, CSU conducts background checks for the finalist before a final offer. The type of background check conducted varies by position and can include, but is not limited to, criminal history, sex offender registry, motor vehicle history, financial history, and/or education verification. Background checks will also be conducted when required by law or contract and when, in the discretion of the University, it is reasonable and prudent to do so.

References Requested

References Requested

Minimum Requested3

Maximum Requested3

Supplemental Questions

Required fields are indicated with an asterisk (*).

    • Will you have your bachelor’s degree from an accredited university, preferably in an Information Technology or Business related field by employment start date?
  • Yes

  • No

    • Do you have at least one year of experience in data analysis, report and dashboard development and/or data visualization (or related field), with strong preference given to candidates experienced at developing reports and dashboards within the Salesforce platform?
  • Yes

  • No

Applicant Documents

Required Documents

  • Cover Letter

  • Resume

Optional Documents

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