Business Information & Application User Analyst

Special requirements - For full consideration, applicants must provide a diversity statement describing their experience in working to advance Diversity, Equity, and Inclusion.

Telecommuting - While this is a remote/hybrid position, candidates must reside in California.

HOW TO APPLY

For full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are experiencing difficulties when applying, please review the Applicant Resources on our website.

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INITIAL REVIEW DATE (IRD)

UC Santa Cruz jobs are posted until filled. All application materials submitted by 11:59 pm on the IRD will be routed to the hiring team for consideration. NOTE: Applicants who miss the IRD are still encouraged to apply; their materials will still be forwarded for consideration if requested by the hiring team. Application materials cannot be accepted outside of the jobs portal. Applications cannot be edited on an applicant's behalf. For more information about the IRD and the applicant review process, view this link.

The IRD for this job is: 01-06-2025

ABOUT UC SANTA CRUZ

UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.

DEPARTMENT OVERVIEW

University Advancement supports the teaching, research, and public service of UC Santa Cruz by making and keeping deep, heartfelt connections. Building enduring relationships among students, alumni, faculty, donors, and others is the lifeblood of our work and helps to make UC Santa Cruz a thriving community of knowledge, inquiry, public service, and social mobility.

We are a welcoming group of ambitious and creative professionals pursuing our mission in support of the university's overarching purpose. We take our work seriously because we care - but we don't take ourselves too seriously! The University Advancement culture is lively and dynamic; we value collaboration; and our staff is resourceful, enthusiastic, and hard-working.

The division is a fun, friendly, and open place, and our colleagues are supportive of and positive about each other's goals and aspirations. We often jump in to help where needed, rolling up our sleeves to get the job done. We dare to approach challenges as opportunities. We seek creative ways to overcome obstacles, at times with limited resources, while keeping our eye on the objective: helping students achieve their goals, providing crucial public service, and advancing life-changing research and discovery.

We hope you are inspired by what we do and are excited to contribute to our mission. We are looking for candidates who do great work, and we hope they come from a number of different backgrounds and experiences. We aspire to build an increasingly diverse, equitable, and inclusive workplace. We encourage you to apply even if you do not believe you meet every qualification for the position but possess transferable skills and experiences.

More information can be found at https://advancement.ucsc.edu/

JOB SUMMARY

Under the general supervision of the University Advancement (UA) Information Systems (UAIS) Associate Director, Reporting & Business Insight, the Business Information & Application User Analyst is responsible for developing and supporting business intelligence (BI) reporting solutions and related business processes to meet the needs of University Advancement. The position will primarily focus on developing Salesforce reports and dashboards utilizing native Salesforce data reporting tools including CRM Analytics and SOQL, but may also be expected to use other 3rd-party data query and reporting tools such as Apsona, SQL, Microsoft Excel, SAS, Tableau, and Google Data Studio. This position works directly with UAIS team members and functional offices to gather and translate requirements into CRM (Constituent Relationship Management) terminology, as well as implement self-service BI solutions (dashboard, reports, etc.), singular ad hoc BI solutions, quarterly and fiscal year-end fundraising reports, and additional data requests. This position will simultaneously support the UAIS team on BI projects and work on projects independently as assigned. The position will be expected to work with end users to assist with complex or difficult data requests to ensure that their needs are met through resulting BI reports and dashboard solutions. This position will also develop training materials and documentation related to use of developed BI solutions. In a help desk role, this position will support and independently answer questions and requests for information and analysis posed by the UA Salesforce end-user community.

APPOINTMENT INFORMATION

Budgeted Salary: $33.29 - $39.75/hour. Salary commensurate with skills, qualifications and experience.
Under California law, the University of California, Santa Cruz is required to post a reasonable estimate of the compensation for this role. The salary shown above is the budgeted amount the University reasonably expects to pay and the salary extended should not exceed this posted amount.

Benefits Level Eligibility: Full benefits

Schedule Information:

• Full-time, Fixed
• Percentage of Time: 100%, 40 Hours per Week
• Days of the Week: Mon-Fri
• Shift Includes: Day

Employee Classification: Career appointment

Job End Date: None

Work Location: Scotts Valley

Union Representation: Non-Represented

Job Code Classification: 007583 (BUS SYS ANL 2)

Travel: Never or Rarely

JOB DUTIES

50% - Business Intelligence (BI) Report Writing and Data Presentation

• Identifies, evaluates, and develops limited to moderately complex systems and procedures.
• Formulates and defines limited to moderately complex systems scope and objectives.
• Executes unit integration and acceptance testing according to the developed plan.
• Develops BI presentation tools (e.g. data dashboards) and data reports using Salesforce reporting tools ( Salesforce, CRM Analytics, Apsona, and SOQL) and other various data management/presentation/visualization tools (e.g. Tableau, Excel, Looker, SAP InfoView) to meet the BI reporting needs of University Advancement and associated consumers of alumni and donor data.
• Helps develop basic user interface designs especially as it pertains to CRM integrated reporting/dashboard and report/data triggered business functionality and workflows.

20% - Requirements Elicitation, Specification, and Documentation

• Analyzes business processes and problems to understand and validate functional business requirements to meet end-user needs.
• Documents/develops detailed functional business requirements, both data-focused (e.g. BI reporting & data integration) and business-focused (functional) from elicitation and analysis of end-user, technical representative, and system needs.
• Assist in evaluating and redesigning business processes and solving production issues as part of developing BI tools and reports (working with end-users & stakeholders).
• Assesses current BI and software application use processes (including the development of current state process flows and the identification of existing issues/bottlenecks and designing solutions) and defines opportunities for improved efficiencies and process optimization.
• Assists with testing and writing test plans (on an as-needed basis) for BI related systems and reports.

20% - Systems & BI Services/Reporting Support

• Provides training materials to end users via tickets or shared files.
• Provides backup support to the UAIS Information and User Services Analyst in providing end-user support and training of these systems.
• Provides data support to data analysts and scientists both in the division and on campus.
• Become a subject matter expert in the functional uses of the UA CRM system and the underlying constituent/donor relationship management (CRM) and gift database and associated BI tool set.

10% - Project Management

• Manages multiple small UA BI projects simultaneously.
• Conducts project feasibility analysis to determine the scope, resources, and implementation timeframe for proposed small to medium-sized projects.
• As needed, assists in developing project plans to define the objectives, deliverables, approach, risk, resources, and timeline for small to medium-sized projects.
• May participate in cross-functional teams to address business process or systems issues.

REQUIRED QUALIFICATIONS

• Bachelor's degree in related area and / or equivalent experience / training.
• Skills associated with analysis of processes and issues of moderate scope, information flow and architecture; and including knowledge of business and process analysis functions and experience analyzing business needs and creating high-level and detailed technical requirements, both data-focused (reporting & data integration) and business-focused (functional) requirements to meet those needs.
• Ability to develop working specifications from vague and often changing requirements.
• Strong business knowledge and a good understanding of IT issues; and knowledge relating to software design.
• Previous proven business process analysis experience; and demonstrated skills associated with analysis of processes and issues of moderate scope, information flow and architecture.
• Excellent self-management skills, including the following:
  - Proven organizational and time management skills
  - Performing effectively with frequent interruptions
  - Initiative and follow-through to complete a variety of assignments with a high level of attention to detail and accuracy
  - Adapting priorities quickly as circumstances dictate
  - Working independently and following through on assignments with little direction
  - Working as part of a collaborative team on projects toward a defined goal
• Demonstrated experience in the use of computer applications in the areas of information analysis, BI reporting, utilizing databases, creating graphics, video, and/or web pages, and marketing communications (internal and external).
• Salesforce report writing experience and skill or experience with various data reporting tools available with/for Salesforce.
• Demonstrated effective communication and interpersonal skills and ability to work with others from diverse backgrounds; and including experience providing user/customer support, including demonstrated ability to communicate technical information to technical and non-technical personnel at various levels in the organization. Analytic skills sufficient to identify issues, recommend courses of action, implement actions plans, and evaluate results.
• Demonstrated group facilitation, presentation, and training skills.
• Demonstrated testing and test planning skills; and experience in testing, analyzing data, or auditing to ensure a high level of data quality and BI output.
• Ability to understand, comply with, and advise users of federal, state, campus and unit policies regarding appropriate use of information including the handling of confidential and restricted data ("FERPA", "PII", etc.).

PREFERRED QUALIFICATIONS

• Experience with Structured Query Language (SQL and or Salesforce SOQL) to group, analyze, report, and transform data is a plus.
• Experience with complex BI and data analytic tools/systems such as SAS, IBM SPSS, R, and/or Python; also, Salesforce CRM Analytics, SOQL and/or Apex.
• Data warehouse experience and creating reports from a data warehouse.
• Two or more years of experience as a BI/Reporting/User Support Analyst.
• Knowledge of advancement systems, preferably solutions built on Salesforce (e.g. Affinaquest AdvancmentRM).
• Demonstrated experience in designing and developing training curriculum and materials and conducting online and/or in-person training, particularly for technical training topics.
• Experience in the use of business process modeling tools such as Lucidchart, Microsoft Visio and/or OmniGraffle Professional; and project management tools such as spreadsheets, Atlassian Jira, Microsoft Project and/or Asana.

SPECIAL CONDITIONS OF EMPLOYMENT

• Selected candidate will be required to pass a pre-employment criminal history background check.
• Selected candidate must pass the employment misconduct disclosure process.
• Ability to work long periods of time at a computer with or without accommodation.
• The selected candidate will be required to work a hybrid work schedule and must be able to work successfully from a home/remote office and fulfill the requirements of the UCSC telecommuting agreement.
• Ability to work a variable schedule including evenings and weekends.
• Selected candidate will be required to complete training within established time frames as directed including UC compliance training.
• Ability to travel to multiple work locations on and off campus.
• Ability to maintain appearance and conduct suitable for working in a professional setting.
• The University of California has implemented a Vaccination Policy covering all employees. Employees, including new hires, are required to comply with any applicable policies relating to the University of California vaccine program.
• Per the Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained here.

MISCONDUCT DISCLOSURE REQUIREMENT

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

• UC Sexual Violence and Sexual Harassment Policy
• UC Anti-Discrimination Policy
• Abusive Conduct in the Workplace

SAFETY STATEMENT

All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.

NOTICE OF AVAILABILITY

EEO/AA

The University of California is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

For the University of California's Affirmative Action Policy please visit: https://policy.ucop.edu/doc/4010393/PPSM-20

For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination