This is a NEW position at The ESOP Association (TEA).
TEA is the largest employee ownership organization in the world, and the only organization that actively lobbies on behalf of all ESOP companies. Dedicated to advocacy, education, and the growth of employee ownership as a model for successful business, The ESOP Association currently has 18 state and regional Chapters and attracts more than 13,500 people annually to 160+ chapter and three national meetings — including the annual “Employee Owned” Conference & Tradeshow in Las Vegas, which is the largest Employee Ownership event in the world, and the National Conference and Advocacy Day, now in its 44th year.
Starting nearly two years ago, TEA and its affiliated Employee Ownership Foundation (EOF) began a long overdue and mission critical technology modernization effort that has touched upon every aspect of our organization. The modernization has been all encompassing – complete rebuilds of websites, a new AMS (Salesforce based Fonteva), all new hardware and network systems, transition to VoIP phones, and the streamlining of external contracting services reducing the number of external IT service provers from nearly 40 to a small handful.
Rounding out the technological modernization efforts, TEA and EOF moved to new, modern office spaces in 2020. Included within this space is a full digital production studio for audio and video content as well as use of the building large conferencing spaces capable of hosting educational sessions of more than 200 attendees.
The ESOP Association’s (TEA) Digital Technology Manager is the primary staff person responsible for all aspects of TEA’s AMS platform (Fonteva) and will serve as the primary staff member in charge of all IT duties for TEA.
SFDC/Fonteva Admin responsibilities:
Serve as primary system administrator for the Salesforce.com environment with 16+ users
Handle all administrative functions including user account creation and maintenance, reports (including join reports), dashboards, workflows, process builder and other routine tasks, including:
Managing user accounts and allocate user licenses
Creating charts, dashboards, advanced queries, and reports using native Salesforce reporting functionality, SOQL/SQL or Microsoft Reporting Services, importing leads and contacts
Run de-duplication tools (Apsona and Fonteva)
Troubleshoot issues and coordinate their resolution
Manage Salesforce.com data feeds and other integrations
Train staff as necessary on a wide range of technologies including, but not limited to TEA systems, especially Fonteva and all products associated with Fonteva, cloud services, software, and hardware. Lead or facilitate training sessions (one-on-one, classroom style, virtual, or otherwise) based on staff learning needs.
Effectively act as the liaison between our users and vendors
Become expert in the configuration and use of all Salesforce-related capabilities
Fonteva Association Management System
Campaign Monitor digital marketing
KnowWho Advocacy solutions
HigherLogic Communities
Drupal Content Management System
Apsona
Monitor system performance and proactively address issues with
Security
Batch processes
Synchronization with connected applications
Monthly patch updates
Yearly upgrades
SFDC/Fonteva Dev tasks
Complete regular internal system audits and prepare for monthly patches and twice-yearly upgrades
Test and install high priority updates from Salesforce and Fonteva
Perform periodic refresh of Sandbox environment
Work independently with members of the user community to define and document development requirements
Coordinate the evaluation, scope and completion of new development requests.
Responsible for developing in Visualforce, Apex, Java, AJAX, and other technologies to build customized solutions that support business requirements and drive key business decisions
Object design, Data elements, and page layouts (Classic and Lightning)
Business Rules and automation scripting
IT Tasks
Become knowledgeable in and support the administration of:
Office 365 user accounts, groups, security
SharePoint intranet
Vonage VOIP phone system
Zoom integration
Monitor and track software and hardware inventory, licensing, and support / maintenance agreements.
Coordinate services and projects provided by external IT vendors, including:
Network configuration and support
End-user device configuration and support
Website and domain configuration, monitoring, and support
Project management, organizational planning, and support
Proactively identify and escalate requirements for new technical capabilities, including business justification, scope, and costs
Monitor and track the performance of vendors, support the periodic technical and financial review of new and existing contracts
Oversee efforts to upgrade existing or integrate new capabilities
Support the development of strategic plans and budgets for the maintenance and improvement of current technical capabilities, retire obsolete capabilities, and introduce new capabilities
Skills Required
Excellent project management skills and a positive attitude
Ability to readily adapt to and manage changes in requirements and priorities
Demonstrate ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards
Creative and analytical thinker with strong problem-solving skills
Must demonstrate exceptional verbal and written communication skills
Must demonstrate ability to communicate effectively at all levels of the organization
Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
Ability to assess the impact of new requirements on Salesforce.com and all upstream and downstream applications, systems and processes
Desire to constantly learn new technologies/solutions which may improve business operations
Experience Required
Salesforce/Fonteva Association Management Systems (AMS)
Experience with non-profit processes preferred
Strong verbal/written communication and data presentation skills, including an ability to effectively communicate with both business and technical teams
Minimum two years of experience as a Salesforce.com administrator or developer
Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity
Salesforce.com Developer certifications preferred or
Solid understanding of and detailed experience with Salesforce.com architecture and API
Detailed experience writing Visualforce and Apex classes and triggers
Experience using Salesforce data tools (Data Loader, Excel Connector, DemandTools, Eclipse Force.com, IDE)
Experience integrating Salesforce.com with other applications via real-time, batch, sync/async
Minimum of 2 years of IT development experience:
Strong understanding of relational databases
Experience with scripted data loader, web services, cloud or on-premise middleware and other enterprise integrating technologies
Strong data management abilities
Proficiency in HTML, XML, Flex, JavaScript, ASP, SQL, Java or C++, SOAP-based web services
Technical project management experience
A documented history of successfully driving projects to completion
A demonstrated ability to understand and articulate complex requirements
Strong business analysis and functional experience, including requirements gathering, creating/deploying solutions to end users
Proven ability to design and implement new processes and facilitate user adoption
Strong attention to detail and excellent problem-solving skills
About The ESOP Association
The ESOP Association is the only organization that advocates on behalf of all ESOP companies. Dedicated to education, The ESOP Association attracts more than 10,000 people annually to its 18 chapters and five national meetings—including the Las Vegas Conference & Trade Show, which is the largest ESOP event in the world.
