Salesforce Analyst

Are you a passionate innovator looking to harness the power of technology to do more good? You've come to the right place. At Bonterra, our purpose is to power those who power social impact. To that end, we serve the people who make social good possible-the doers behind the scenes across nonprofits, public agencies, corporations, philanthropic organizations, and foundations.
As the second-largest and fastest-growing social good software company in the world, Bonterra brings together leading solutions from CyberGrants, EveryAction, Network for Good, Social Solutions, and their respective entities. By bringing our intuitive technology and expertise together, Bonterra will enable unprecedented connectivity between social good organizations and their community of supporters and constituents. This will reshape philanthropic giving, empower digital transformation, and bring the social good sector the technology it needs to accelerate lasting social change.
What You'll Do

• Manage CRM data integrity and continued hygiene of our operations.
• Support all departments of the business via internal case system regarding issues/enhancements with our instance of salesforce and integrate tech stack.
• Serve as the point of contact and subject matter expert on deal constructs, special pricing, operations, approval policies, and troubleshooting of deal issues and sales escalations.
• Partner with cross-functional teams including Finance and Legal to review or address revenue recognition concerns for non-standard deal structures.
• Develop best practices that align company data quality and process with company initiatives.
• Liaison with internal departments to obtain answers to process related questions and issues.
• Lead process redesign, automation, and data integrity projects on a continual basis under the guidance of our Salesforce Administration Team Lead.
• Partner with cross-functional teams including Finance and Legal to review or address revenue recognition concerns for non-standard deal structures.
• Ensure adherence to our quote-to-contract processes and policies for our commercial engine, while effectively escalating new use-cases outside of current approval matrix.
• Ensures compliance with company revenue recognition and bookings policies for booking and provisioning of orders.
• Manage updates to contract/agreement templates stored in CRM systems.
• Provides ongoing support for training and sales enablement.

Requirements

• Ability to sift through large amounts of data and make recommendations/improvements
• Excel experience
• Ability to work in fast-paced, dynamic environment with confidence
• Excellent interpersonal and diplomacy skills; ability to build strong professional relationships at all levels and cross functionally and effectively manage differences of opinions
• Strong sense of urgency, including the ability to meet or exceed deadlines and set priorities
• CRM (Salesforce) and Quoting administration (CPQ, Steelbrick, Oracle, Big Machines) experience preferred
• Available to work a full time, 40hr/week schedule

Our Culture:
Our team is made up of industry experts and advocates who are 100% committed to supporting the doers of social good. We are currently undergoing an effort to create the vision and values that embody our collective organization and embrace the individuals who make up our community.
Our comprehensive and competitive benefits include:

• Generous Flexible Time Off (FTO) Policy
• Equity for ALL regular, full-time employees from individual contributors to management - share in our success!
• Up to 15 paid company holidays including some commemorating social justice events and self-care
• Paid volunteer time
• Resources for savings and investments
• Paid parental leave
• Paid sick leave
• Health, vision, dental, and life insurance with additional access to health and wellness programs.
• Opportunities to learn, develop, network, and connect

We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.