Development Business Analyst - Salesforce Constituent Relationship Management (CRM)

Information Technology Mexico City, Mexico

This position is hybrid requiring a few days per week in Mexico City office; WRI Mexico. Existing work authorization is required at the time of application submission. WRI is unable to sponsor any visa work sponsorship for this position.


About the Program:


Now is the time to move from commitments to action on climate change—WRI is at the forefront of this urgent transition. WRI's Global Development Department builds relationships and coordinates fundraising to help the Institute deliver results and bring about a more equitable and sustainable world. WRI's Operations department strives to make all global offices fully capable and low risk, enhancing their operational capabilities, establishing sustainable growth through a bond of mutual respect, and sharing knowledge across the sisterhood of WRI offices. This is done by targeting standards of performance and measuring efficiency and effectiveness across the sisterhood of offices.


Job Highlight:


Reporting to the CRM Solutions Architect along with a dotted line reporting to the Senior Manager, Development Operations, you will be responsible for database administration and maintenance, including data integrity, reporting needs, and training of development staff. You will liaise between Development’s end users and the CRM team. Serving as both a subject-matter expert and technical lead, you will ensure that Salesforce is fit for purpose and that all members of Development’s global network are incorporating Salesforce into their daily workflows to derive maximal benefit from the tool. You will develop user stories, verify requirements, and help maintain existing functionality and the building of new functionality. Your daily work will allow the Development department to perform the data analysis required for strategic decision-making and to develop metrics and reports critical to assessing the success of our fundraising. You will be the first-level support for the Development Directorate’s Salesforce users and will oversee Development’s processes and data flows.


You will be supported by the CRM and Development Operations teams. Salesforce is a foundational tool for the Development team, and you will help drive the fundraising effectiveness and efficiency of the database.



What will you do:


CRM Administration (70%): -


  • Collaborate daily with the CRM Manager to support users, implement new system features, and build fixes while adhering to stated best practices
  • Assist with the gathering of detailed functional requirements stating project scope and desired outcomes
  • Support the design, development, and deployment of large-scale enterprise solutions globally
  • Improve data quality through a combination of manual and bulk data cleanups working independently or together with data owners
  • Monitor data quality and system usage indicators, raising concerns and trends to the attention of the CRM Solutions Architect and the Senior Manager, Development Operations
  • Implement dashboards and reports and monitor integrations and connections within the CRM platform or other relevant reporting/analytics tools within Salesforce to support fundraising goals and improved collaboration across sectors
  • Manage and provide ongoing support related to CRM integration/apps such as GeoPointe, Classy, wealth screening tools, etc


CRM Adoption and Engagement (30%) :-


  • Provide new user onboarding and ongoing user training
  • Interact daily with Development Salesforce users to drive increased adoption of and interest in Salesforce
  • Document business processes, system interactions, and data flows and develop and update guidelines and training materials as needed


What will you need:


  • Education: You have completed a bachelor’s degree in computers, information technology, management, marketing, operations or related area
  • Experience: You have 5 years full-time work experience in data analysis and process flows to include data analyst or operations analyst experience
  • Experience using Salesforce or other customer relationship management tools (, Blackbaud, Hubspot) to develop business solutions
  • Above-average mastery of Excel
  • Experience documenting business processes, system interactions, and data flows
  • Experience working independently and proactively as it require alternating between periods of intense collaboration and spells of solo/heads-down work
  • Experience managing multiple projects and priorities
  • Excellent troubleshooting, data analysis, and problem-solving skills
  • Familiarity with fundraising processes helpful, but not required
  • Salesforce Admin certificate is preferred, but not required
  • Languages: Verbal and written English proficiency
  • Requirements: Existing work authorization is required where this position. WRI is unable to authorize visa work authorization


Potential Salary: Salary is commensurate with experience and other compensable factors.


How to Apply: Please submit a resume with cover letter by the date of 31 May 2024. You mustapply through the WRI Careers portal to be considered.


What we offer:


  • A competitive salary
  • Access to the WRI global network with the opportunity to exchange with and learn from passionate colleagues working at the cutting edge of their fields across Asia, Africa, Europe, Latin America and the US
  • The chance to have an impact and to develop your career within a mission driven organization with access to varied learning and training opportunities 
  • A workplace that strives to put diversity and inclusion at the heart of our work
  • The opportunity to join and get involved in different working groups and affinity groups to shape the future of WRI
  • Commitment to hybrid working model with flexible working hours
  • Generous leave days that increase with tenure


About Us:


Founded in 1982, World Resources Institute (WRI) is an independent, nonprofit global research organization that turns big ideas into action at the nexus of environment, economic opportunity, and human well-being. We are working to address seven critical challenges that the world must overcome this decade to secure a sustainable future for people and the planet: climate change, energy, food, forests, water, sustainable cities, and the ocean. WRI has a global staff of over 1,800 people with work spanning 60 countries. We have offices in Africa, Brazil, China, Europe, India, Indonesia, Mexico, Colombia and the United States, as well as a growing presence in other countries and regions.


The foundation of our work is delivering high-quality research, data, maps, and analysis to solve the world’s greatest environment and international development challenges and improve people’s lives. We work with leaders in government, business, and civil society to drive ambitious action and create change on the ground. Equally important, we bring together partners to develop breakthrough ideas and scale-up solutions for far-reaching, enduring impact.


Our mission and values:


WRI’s mission is to move human society to live in ways that protect Earth’s environment and its capacity to provide for the needs and aspirations of current and future generations.


Our values are shared ideals that bind us together: Integrity, Innovation, Urgency, Independence and Respect.


Our culture:


WRI is committed to advancing gender and social equity for human well-being in our mission and applies this principle to our organizational and programmatic practices. We are committed to providing equal opportunities in employment; we embrace all diversity and encourage women, the LGBTQ+ community, persons with disabilities, Afro-descendants, and Indigenous people to apply. Recognizing our strong commitment to gender equality, WRI has also been awarded EDGE certification.


Our team in Human Resources carefully reviews all applications.