Job Detail

Individual Contractor (6 months, full-time) Global Philanthropy - Salesforce Business Analyst, Division of Private Fundraising and Partnerships (PFP)

Inseriert am: 06.08.2021

UNICEF works in some of the world’s toughest places, to reach the world’s most disadvantaged children. To save their lives. To defend their rights. To help them fulfill their potential.


Across 190 countries and territories, we work for every child, everywhere, every day, to build a better world for everyone.


And we never give up.


For every child, a Champion


UNICEF works in some of the world’s toughest places, to reach the world’s most disadvantaged children. To save their lives. To defend their rights. To help them fulfill their potential. Across 190 countries and territories, we work for every child, everywhere, every day, to build a better world for everyone. And we never give up.


The Private Sector Fundraising & Partnerships (PSFP) section of UNICEF works with 33 National Committees and 21 UNICEF country offices to maximize income. The purpose of the Global Philanthropy team is to grow income from major donors, faith and membership-based organizations.


To do so efficiently, we must have the enabling systems and technology in place at both global and national levels to help our teams efficiently prospect, cultivate and solicit donations, including state-of-the-art donor databases and Customer Relationship Management (CRM) systems. Currently, UNICEF is running two significant initiatives in this regard:



  • The Supporter Engagement Strategy (SES), which aims to increase the global acquisition and engagement of UNICEF’s diverse supporter base, including donors, advocates, and volunteers. A key part of the strategy is to replace the incumbent national CRM systems currently in place in 21 country offices with salesforce-based technology.

  • The UNISON initiative, which aims to create for the first time a single global Salesforce based CRM for high-value partnerships (above $100,000) across all fundraising channels – including public sector, corporate, foundation and major donors. The ultimate goal is to maintain and manage all donor partner relationships on UNISON globally (horizontally and vertically), promoting partnership knowledge-sharing and coordination, tracking of income and pipeline funding, and enabling increased financial and non-financial support to drive results for children.


How can you make a difference?


The Business Analyst will play a critical role, translating the business needs of the Global Philanthropy team to the technical teams and ensuring that UNICEF major gift fundraising teams globally are equipped with cutting edge, quality systems to maximize funds to improve children’s lives.


The individual contractor will identify and articulate specific CRM requirements for major gift fundraising for both UNISON and SES, at both HQ and market level. After understanding and documenting requirements, the Business Analyst will support delivery by actively participating in an AGILE based development framework including design, testing, training, go live support and documentation.


The role will also support rollouts to local UNICEF markets, including user training.


To do this, the Global Philanthropy Salesforce Business Analyst must work closely across multiple teams (UNISON project team, SES project team, Individual Giving team, Finance Team, ICT team, and markets) in developing, implementing and adopting these technical solutions.


MAIN TASKS  


For SES initiative:



  • Analyze all current fundraising business processes in the Global (HQ Instance) of Salesforce and in UNICEF country office implementations by documentation through user stories.

  • Help to manage the agile development process by story prioritization, sprint planning, back-log grooming etc.

  • Guide HQ and country offices to ensure they are at the correct stage of readiness for implementation by helping with resource planning, technology, and project process awareness.

  • Understand the technological solution (sales cloud) in terms of standard salesforce, non-profit success pack, core packages, configuration, customization, and integrations with a view to recommending product enhancements and future improvements.

  • Help HQ and offices with initial implementation / go live by providing oversight, support, and guidance on both business and technical aspects.

  • Support the making of business decisions from a fundraising and supporter experience and satisfaction viewpoints, taking cost and ROI into consideration to make recommendations to Business and Product owners where appropriate.

  • In collaboration with Business owners, provide readiness checklists and functionality prioritization for go live for offices undergoing implementation.

  • Contribute to the development and review of assets for the SES Deployment Suite, and guidance to countries as needed.

  • Work closely with the Individual Giving (IG) fundraising team to ensure seamless donor management features and functionalities for standard, midlevel and major donors alike.

  • Develop and document policies, processes and procedures for managing Major donors on the system for user reference and training.


For the UNISON initiative:


The UNISON Salesforce platform is already live and requires significant modification in order to be able to be used as a global CRM for high-value gifts. Following a similar process to the one described above, the Business Analysis will:



  • Advise the UNISON team on modifications required to adapt the platform for major gift fund-raising.

  • Test out modifications and help major gift fundraising teams with the initial implementation / go live by providing oversight, support, and guidance on both business and technical aspects.

  • Facilitate data transfers of existing major gift data to UNISON.

  • Work with initial selected markets to pilot the platform.

  • Work with the PFP’s Finance team to facilitate integration.

  • Determine the level of data integration required for Philanthropy between both SES and UNISON systems.

  • Support in determining how select data from national CRMs used by UNICEF National Committees and Country Offices - including those using the SES platform – can be efficiently integrated with UNISON to avoid duplication.

  • Develop and document policies, processes and procedures for managing Major donors on the system for user reference and training.


Other:



  • Serve as a technical resource on the Global Philanthropy team for supporting markets in their database and CRM needs.

  • Participate in ongoing initiatives to collect and analyze donor data from CRMs.

  • Support in other tasks as required.


DELIVERABLES 



  • Author a comprehensive set of business requirements in the form of user stories for major gifts fundraising.

  • Understand and categorize user requirements of philanthropy fundraisers into global and localized core functionality.

  • Provide inputs into solution design taking global and localized requirements into account.

  • Provide support to HQ and local offices before, during and after go-live.

  • Contribute to successful implementation.


ESTIMATED DURATION OF THE CONTRACT AND PROPOSAL 



  • 6 months, full time.  


REPORTING TO   



  • Fundraising Specialist, Global Philanthropy Team, PFP


WORKPLACE 



  • Home-based. 


To qualify as an advocate for every child you will have…


Education:  



  • A first level university degree in management information systems, computer science, business or business administration, information technology management, communication, fundraising/philanthropy, marketing, social sciences, or other related fields is required.


Experience:  



  • A minimum of 2 years professional experience is required in the following fields: Salesforce, fundraising support (especially major gift fundraising processes), writing business requirements (e.g. using stories and working closely with developers in AGILE environment), and providing support services, technical assistance, and customer care.


Language Requirements: 



  • Fluency in English is required. 


Others:



  • Excellent communication skills, (both written and oral) to translate complicated business requirements into technical based language, and vice versa.

  • Strong analytical skills and problem-solving mindset.


For every Child, you demonstrate…


UNICEF's values of Care, Respect, Integrity, Trust, and Accountability (CRITA) and core competencies in Communication, Working with People and Drive for Results.


To view our competency framework, please visit here.


Click here to learn more about UNICEF’s values and competencies.


Remarks: Please indicate your ability, availability and gross daily/monthly rate (in US$) to undertake the terms of reference above (including travel and daily subsistence allowance, if applicable).  Applications submitted without a daily/monthly rate will not be considered. Also, please mention the earliest date you can start. 


Individuals engaged under a consultancy or individual contract will not be considered “staff members” under the Staff Regulations and Rules of the United Nations and UNICEF’s policies and procedures and will not be entitled to benefits provided therein. Their conditions of service will be governed by their contract and the General Conditions of Contracts for the Services of Consultants and Individual Contractors. Consultants and individual contractors are responsible for determining their tax liabilities and for the payment of any taxes and/or duties, in accordance with local or other applicable laws.


UNICEF is committed to diversity and inclusion within its workforce, and encourages all candidates, irrespective of gender, nationality, religious and ethnic backgrounds, including persons living with disabilities, to apply to become a part of the organization.


UNICEF has a zero-tolerance policy on conduct that is incompatible with the aims and objectives of the United Nations and UNICEF, including sexual exploitation and abuse, sexual harassment, abuse of authority and discrimination. UNICEF also adheres to strict child safeguarding principles. All selected candidates will be expected to adhere to these standards and principles and will therefore undergo rigorous reference and background checks. Background checks will include the verification of academic credential(s) and employment history. Selected candidates may be required to provide additional information to conduct a background check.