We are looking for a self-starter who is passionate about the capability of data to connect and inform to join a dynamic team that is working to fundamentally change our world through philanthropy and investing.
About the Family Office
Builders Vision is a family office dedicated to promoting a humane and healthy planet. Builders Vision includes a range of philanthropic and impact investing capabilities to support, seed and scale sustainable agriculture, food systems, renewable energy, ocean health, animal welfare, and the arts. Today it encompasses a family foundation (Builders Initiative), a venture and growth equity group (Builders Private Capital and S2G Ventures), and an asset management team (Builders Asset Management). We are guided collectively by the belief that markets can and should benefit society and the environment and that the most successful businesses in the future will be those that are purpose-driven.
Our vision is a humane and healthy planet, which we relentlessly pursue and advance through our mission, shifting markets and minds for good.
The family office relies upon many shared services provided by a central office, Walton Enterprises, Inc. (WEI), with locations in Bentonville, AR, Denver, CO and Washington, DC. WEI serves the needs of the broader Walton family and works in partnership and collaboration with family offices of individual family members, including Builders Vision.
Position Summary
Builders Vision is seeking a curious, creative, and collaborative Systems Analyst. The Systems Analyst is responsible for helping our teams maximize the value of our systems and data, including but not limited to Salesforce (may also include systems such as Tableau, Google Cloud, Quip, and Box). This includes day-to-day duties such as data maintenance, reporting support, configuration changes and troubleshooting, as well as strategic projects which may include recommending system improvements and advising on future tool selection. The Systems Analyst will be a key player in helping our teams advance their use of data to build a stronger ecosystem of partners, enhance their understanding of the markets in which they operate, and develop and execute ambitious plans for driving positive change in the world.
The Systems Analyst must be enthusiastic about collaborating with diverse internal stakeholders to identify the best solutions, solving problems to optimize the way we use our systems and data, and rolling up their sleeves to support our teams as we seek to drive significant growth and impact.
The Systems Analyst must be able to work with diverse teams seeking tailored solutions to fit their needs. This includes direct investing (PE/VC), asset management, impact investing, and philanthropy (grantmaking). As these businesses have unique needs in terms of pipeline monitoring, deal management, and reporting, the Systems Analyst will need to continually learn about and apply best practices within each part of the business.
Key responsibilities include:
System & Data Enhancement
Managing and executing enhancement requests in Salesforce and other systems
Addressing and resolving functionality issues in Salesforce surfaced by team members
Collaborating with our third-party Salesforce systems integrator and business team leads to design and implement significant new features or enhancements
Proactively recommending improvements related to our systems and databases, including Salesforce and other tools that are integrated with the Salesforce ecosystem (including Cirrus Insight, Quip, FormAssembly, and others)
Data Maintenance
Maintaining / cleansing data in Salesforce and other systems, including periodic reporting to check for data errors, duplicates, and other issues
Creating a data hygiene practice for the organization
Developing and maintaining data pipelines between systems, ensuring data integrity and synchronization across the organization
Adding and maintaining user profiles in Salesforce, including security profiles and permissions
Managing complex data sharing rules across multiple teams, maintaining private vs. shared fields on accounts where needed, managing privacy firewalls between teams for certain data, etc.
Create custom reports and dashboards to drive business insights
Systems & Data Advisory
Serving as an advisor to colleagues as they seek to solve business problems through systems- and data-related means, including collaborating with business leads, data science, and IT
Planning and executing the development of system-driven solutions to business problems
Leading data infrastructure planning, including making recommendations and executing work to support the long-term evolution of our Salesforce instance to better meet business needs
Advising on and implementing future tool selection
Team & User Support
Developing tools and processes to gather and address user feedback, and troubleshooting and supporting users facing technical challenges
Developing and maintaining a knowledge base for training employees on how to use Salesforce and other tools, including general training for new employees as well as training and/or communicating new features for all employees
Advising on best practices for governance, change management, and user experience
Other Duties
Please note this position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the candidate in this position. Duties, responsibilities and activities may evolve or change over time.
Builders Vision is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.
Basic Qualifications
Experience and Basic Qualifications
2-4 years of technology implementation, technology consulting, or data analytics experience
Experience implementing or maintaining Salesforce Enterprise Edition (Spring 21 release) and/or other industry-specific software, preferably in an investing and/or philanthropy context
Experience executing basic Salesforce configurations, including creating fields, editing fields, customizing page layouts, creating reports & dashboards, managing security profiles, working with third-party integrations, etc.
Proficiency with data and related software (e.g. spreadsheet, data wrangling, data visualization, etc.)
Demonstrated ability to think critically and make recommendations about the optimal design and use of systems and databases
Demonstrated ability to collaborate across functions and teams
A BS/BA degree from an accredited college/university
Salesforce certification preferred
Additional characteristics that would support a candidates success:
High degree of accountability and initiative you are a self-starter who holds yourself to a high standard of excellence and timeliness
Desire to proactively support our teams as they seek to advance their use of systems, as well as the efficacy of those systems you bring ideas to help us continually improve, become more efficient, and innovate our tools and processes
Eagerness to learn about our businesses and our mission you want to understand how our teams operate so you can help us succeed
Curiosity about new tools and capabilities for our systems and databases, including leading practices for systems and databases in investing and philanthropy you are constantly reading up on blogs and forums to learn about the latest features
A superior communicator who treats everyone with respect
Unquestionable ethics and personal integrity
