PRIMARY FUNCTION/PURPOSE:

The Business Systems Analyst supports Episcopal Relief & Development’s deployment and adoption of HubSpot as a core constituent engagement platform and ensures it works seamlessly with the organization’s systems of record, including Blackbaud Raiser’s Edge and Financial Edge. The Business Systems Analyst translates the needs of Development, Marketing & Communications, and Finance into clear data and system requirements, manages implementation project plans and timelines, and safeguards data quality and integrity across platforms. Working closely with the VP of Data and Technology, the position plans and tracks project work in Asana, coordinates vendors and implementation partners, and contributes to the organization’s data strategy and digital transformation in support of Episcopal Relief & Development’s core values and strategic goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

HubSpot Deployment & Configuration

• Serves as a core member of the HubSpot implementation team, supporting configuration of objects, properties, pipelines, lists, forms, workflows and user permissions
• Gathers and documents business requirements from Development, Marketing & Communications, Finance and other stakeholders, translating them into functional and technical specifications
• Supports design and testing of integrations between HubSpot, Raiser’s Edge, Financial Edge and other platforms, including field mapping, sync rules and error handling
• Plans and executes data migration activities, including data profiling, cleansing, de-duplication, mapping, test loads and validation
• Develops and runs test plans and user acceptance testing (UAT), tracking issues through resolution
• Supports go-live, post-launch stabilization and ongoing optimization of HubSpot based on user feedback and evolving organizational needs

Fundraising & Finance Systems (Raiser’s Edge & Financial Edge)

• Applies working knowledge of Raiser’s Edge data structures (constituents, gifts, funds, campaigns, appeals) and how they relate to HubSpot contact and engagement data
• Applies working knowledge of Financial Edge general ledger, fund and project structures as they relate to gift processing, revenue reconciliation and restricted funds
• Supports gift-to-GL reconciliation and data handoffs between Raiser’s Edge and Financial Edge, working with Finance and Development Operations staff
• Builds and maintains queries, imports, exports and reports across Blackbaud systems
• Provides user support, troubleshooting, documentation and training resources for supported systems

Data Requirements, Quality & Governance

• Defines and documents data requirements, data dictionaries, field definitions, data mappings and data flows across systems
• Establishes and monitors data quality standards and routines; identifies and resolves data integrity issues
• Manages adherence to data privacy, security and consent standards (e.g., donor privacy, email consent and opt-out handling), working closely with the Data and Technology team
• Prepares data sets for reporting and analytics; supports integration with Civis Analytics or other data warehouse and analytics platforms as needed
• Contributes to Episcopal Relief & Development’s data strategy and digital transformation

Project Management

• Manages project plans, scope, timelines, milestones, risks and dependencies for the HubSpot deployment and related system initiatives
• Builds and maintains project workspaces in Asana, including tasks, owners, due dates, status updates and portfolio reporting
• Facilitates project meetings and stakeholder check-ins; prepares agendas, notes and action items
• Provides regular status reporting to the VP of Data and Technology and project stakeholders, escalating issues and risks as needed
• Coordinates change management and training activities, including user guides, training sessions and adoption tracking
• Organizes and maintains project and system documentation per Data and Technology standards

SUPERVISORY REQUIREMENTS:

There are no direct staff supervisory responsibilities. The position: Coordinates and oversees the work of external implementation partners, consultants and vendors (e.g., HubSpot and Blackbaud partners)

EDUCATION:

A Bachelor’s Degree in information systems, computer science, business, data analytics or a related field, or equivalent work experience. Project management certification (e.g., PMP, CAPM or Agile/Scrum) a plus.

EXPERIENCE:

A minimum of three (3) years of experience as a business or systems analyst, CRM administrator or similar role, preferably in a nonprofit organization. Demonstrated project management experience leading cross-functional system projects on time, within scope and to quality standards (required). Hands-on experience with Blackbaud Raiser’s Edge and working knowledge of Financial Edge (NXT versions preferred). Experience supporting a CRM implementation, data migration or integration; HubSpot experience strongly preferred. Experience gathering requirements and documenting data flows, data mappings and business processes.

Nice to have: Experience with Civis Analytics or similar cloud data and analytics platforms. Keen interest in technology, systems and innovation and demonstrated ability to quickly learn new platforms.

SKILLS:

Demonstrated skills and experience with the following software: HubSpot (CRM and Marketing Hub; HubSpot certifications a plus), Blackbaud Raiser’s Edge and Financial Edge (including Query, Import and Export), Asana or similar project management tools (e.g., Smartsheet, Monday.com, Jira), Google Workspace and Excel, including advanced spreadsheet skills for data cleansing and analysis.

Preferred: Civis Analytics, SQL, and Looker Studio, Power BI or other data visualization tools. Familiarity with APIs and integration tools (e.g., Blackbaud SKY API, Zapier). Strong analytical and problem-solving skills; able to translate between business and technical audiences. Detail-oriented with strong organizing, prioritizing and time management skills for effective self-management, task execution and personal accountability. System user/customer service-oriented, with a focus on adoption and continuous improvement. Self-starter capable of working remotely at a high level of productivity; able to work through and resolve technical issues on their own. Strong communication and interpersonal skills; proven ability to lead stakeholders through change and manage complex or difficult situations with tact, diplomacy and good humor.

OTHER REQUIREMENTS:

Passionate about Episcopal Relief & Development’s mission and impact. May be required to work long hours and a varied schedule, including occasional evenings and weekends around go-live and other project milestones. Ability and willingness to work Eastern time business hours. Ability and willingness to travel occasionally within the U.S.

SALARY & BENEFITS:

Annual salary range of $90,000-$100,000. Competitive, comprehensive benefits package offered. The position description is a guide to the critical duties and essential functions of the job, not an all-inclusive list of responsibilities and/or qualifications. Position descriptions are reviewed and revised to meet the changing needs of Episcopal Relief & Development at the sole discretion of management. Episcopal Relief & Development is committed to creating a diverse environment and is proud to be an equal opportunity employer (EEO). All employment practices will be administered without regard to an individual’s actual or perceived protected characteristic(s) - race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other legally protected status. Episcopal Relief & Development offers reasonable accommodations for individuals with disabilities. You may request accommodation at any time.