Business Analyst, Information Systems

About the Organization

ClimateWorks Foundation is a global organization committed to our mission: to end the climate crisis by amplifying the power of philanthropy. Since our founding in 2008, we have awarded over $1.8 billion in grants to more than 850 organizations advancing climate solutions around the world. We helped grow the field of climate philanthropy to where it stands today, establishing infrastructure, global networks, and momentum for continued growth. Through our Global Programs and Services, we equip philanthropy with global knowledge, networks, and solutions to drive climate progress.

·         Scaling solutions: Our collaborative Global Programs — focused on solution areas including carbon dioxide removal, cooling, industry, transportation, and more — produce results that are bending the greenhouse gas emissions curve. From the U.S. to Europe, China, Brazil, and beyond, we collaborate with a diverse community of funders, NGOs, and climate leaders to accelerate just and equitable climate solutions.

·         Guiding and supporting funders: Our Global Services provide funders with comprehensive resources to assess, build, evolve, and execute high-impact climate-giving strategies. Our Global Intelligence service equips funders and the climate community with climate insights to pinpoint opportunities for impact and philanthropic insights to help identify investment priorities. We facilitate Global Collaborations that enable funders to increase individual and collective impact. Our Global Grantmaking services enable funders to invest in climate solutions around the world. 

·         Fostering collaboration, exploration, and growth: Our collaborative approach and commitment to learning ensures that we continuously explore innovative ideas and emerging opportunities — all with the aim of scaling philanthropy-supported initiatives to help end the climate crisis.

As experts in climate science, public policy, economic and social analysis, and strategic philanthropy, ClimateWorks’ staff understands the multi-faceted challenges and opportunities of climate change. We are researchers, strategists, collaborators, and grantmakers who care passionately about our mission. For more information, please visit www.climateworks.org. 

Department Summary

The Information Systems & Technology Department (IS&T) serves as a key partner within the broader operations function at ClimateWorks, managing and optimizing the organization's use of technology and information to support key business objectives. The department owns the development and maintenance of the long-term roadmap for ClimateWorks’ broader systems architecture, including the ongoing development of system implementations, feature, and functionality enhancements. Other core responsibilities of the department include user support and help desk, risk management, cybersecurity, infrastructure management and network administration are core responsibilities of the IS&T department.

The Information Systems team within the IS&T Department also collaborates closely with the Global Intelligence Department, specifically the Climate Philanthropy team, to curate and maintain the systems and processes that are used to collect, store, analyze and share climate and philanthropic insight related data with internal staff and partners.

The Business Analyst, Information Systems will report to the Senior Director, Information Systems & Technology.  This role is responsible for evaluating, prioritizing, tracking, and facilitating project progress and analysis of the Climate Philanthropy Salesforce instance, a unique and proprietary data product that includes data warehouse and data visualization integrations. This role sits at the intersection of two ClimateWorks Foundation teams: the Climate Philanthropy team being responsible for generating critical insights from our unique datasets, and the Information Systems team being the owner of the systems infrastructure and functionality of the connected databases and tools.

Essential Tasks and Responsibilities   

Business Analysis

·       Facilitate deep ongoing collaboration between ClimateWorks’ Information Systems and Climate Philanthropy teams to conduct needs assessments for current and forecasted projects

·       Incorporate key information from both teams in order to identify the business objective, priority and operational impacts of new processes and features with the Salesforce platform that houses our climate philanthropy data

·       Continually identify opportunities for process improvement, better user experience, adoption, and automation

·       Document technical process workflows and research solutions needed for system enhancements

·       Prepare user stories, acceptance criteria, process flow diagrams, and other requirement documentation needed to communicate needs and scope

·       Maintain documentation related to the Climate Philanthropy Salesforce instance and related systems and processes

Project Management 

·       Systematically collect, maintain, and prioritize requests across the philanthropic data landscape in collaboration with the Information Systems and Climate Philanthropy teams, as well as with external Salesforce and Tableau vendors, for the climate philanthropy Salesforce instance

·       Work with stakeholders to document scope, goals, deliverables, resource requirements, and timings for key projects

·       Effectively manage project scope, ensuring changes in scope are appropriately evaluated for impact and documented in project plans and schedules

·       Ensure consistent flow of information to project stakeholders to support coordination across teams

·       Track and report on project milestones, as agreed upon by project sponsors

·       With support from project sponsors and supervisor, identify risks and capture strategies for addressing them

Required Qualifications

·       Strong technology-related project management skills based on 5 years’ experience in a relevant role

·       Two or more years of experience with Salesforce in a relevant role

·       Two or more years of experience with data visualization tools such as Tableau

·       Experience working on complex projects, preferably with a focus on data management, business systems analysis, business intelligence, and/or taxonomies.

·       Ability to navigate priorities across teams and connect related workstreams

·       Adept at conducting needs-analysis and evaluating business objectives and impact for effective and holistic prioritization of work

·       Experience with facilitating meetings, ensuring that clear decisions and action items are communicated, agreed upon, executed upon, and documented

·       Strong organizational skills

·       Ability to analyze complex data structures

·       Experience and comfort working in a deadline-driven professional environment

·       Excellent relationship management and collaboration skills

·       Adept at leading through change with the goal of improving organizational processes

·       Ability to work effectively and efficiently with minimal supervision, including working under pressure and managing shifting priorities

·       Commitment to a diverse, inclusive, and equitable work environment

Preferred Qualifications

·       Project Management certification or training

·       Understanding of taxonomies used to categorize and classify data

·       Intermediate to advanced experience with data visualization tools such as Tableau

Compensation

ClimateWorks offers an excellent benefits package and a competitive salary that is commensurate with experience (geographic differential applied based on location).

Salary Range (Bay Area / NYC): $108,000 - $112,000 annually

Salary Range (Other US): $100,000 to $108,000 annually

***ClimateWorks strives to create an equitable culture of transparency and fairness.

Location

ClimateWorks Foundation is based in the San Francisco Financial District. This position is classified as US Flexible. Exceptional candidates can work from the SF office or from other locations, geographic differential applied to compensation based on local cost of labor.

Commitment to Racial and Social Justice

At ClimateWorks Foundation, we are driven by our vision of creating a thriving planet for all living beings for generations to come. We aim to foster an inclusive workplace that values diverse lived experiences and emphasizes the voices of marginalized people — especially Black, Indigenous, and People of Color — who are most vulnerable to climate impacts, and whose voices, ideas, and leadership are crucial to winning the climate fight.

To ensure that we are making meaningful progress, we have made a set of diversity, equity, and inclusion commitments across all dimensions of our work to further our mission and realize our vision. For more information, please visit: 

Equal Employment Opportunity

Equal employment opportunity and having a diverse staff are fundamental principles at ClimateWorks Foundation and as such we are committed to creating a diverse and multi-cultural work environment. We strongly encourage and seek applications from women, people of color, and bilingual and bicultural individuals, as well as members of the lesbian, gay, bisexual, and transgender communities. We are committed to providing equal employment opportunities to all employees and applicants without regard to race (including traits historically associated with race), ethnicity, religion, color, sex (including childbirth, breast feeding, and related medical conditions), gender, gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, disability, or any other protected status in accordance with all applicable federal, state, and local laws.

This policy extends to all aspects of our employment practices including, but not limited to, recruiting, hiring, discipline, termination, promotions, transfers, compensation, benefits, training, leaves of absence, and other terms and conditions of employment.

ClimateWorks Foundation is committed to complying with all laws protecting qualified individuals with disabilities, as well as employees’ religious beliefs and practices. This policy extends to all aspects of our employment practices including, but not limited to, recruiting, hiring, discipline, termination, promotions, transfers, compensation, benefits, training, leaves of absence, and other terms and conditions of employment. ClimateWorks Foundation will provide a reasonable accommodation for any known physical or mental disability of a qualified individual and/or employees’ religious beliefs and practices, as required by law.

If you require an accommodation, please notify Human Resources. Once ClimateWorks Foundation is aware of the need for an accommodation, it will engage in an interactive process to identify possible accommodations.

Application Process

All qualified candidates are encouraged to apply as soon as possible. To be considered for this position, interested candidates must submit a resume and cover letter. This position will remain open until filled.

Applications without a cover letter will not be considered.

Benefits

ClimateWorks offers an excellent benefits package:

Healthcare Plans:

Multiple options available through Kaiser & UHC

• HMO - 100% coverage for employee and dependents
• POS - Employee pays difference beyond HMO coverage (3 out of 4 POS options are at 100% coverage for employee and dependents)
• Dental –100% coverage for employee and dependents
• Vision – 100% coverage for employee and dependents

Fertility Benefit

• Fertility care through Carrot Fertility. Access to on-demand doctor-approved content, pregnancy support, and virtual chats with medical, legal, and regulatory experts.

Disability Benefit (long and short-term)

Life Insurance (3x base salary up to $750k for employee only)

PTO

• 20 days (1st year)
• 25 days (2nd - 8th year)
• 30 days (9th year)

Holidays

• 11 Observed and 2 floating

401k Plan

• After 6 months of service, CWF automatically contributes 9% of gross earnings per pay period to retirement fund*
• After 6 months of service, CWF matches 100% of employee contributions up to a max of 6% of gross earnings per pay period*