Office of Entrepreneurship CRM Analyst

APPLICATION INSTRUCTIONS:

CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process . Please do not apply here, apply internally through Workday.

CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday.

If you are NOT a current employee or student, please click “Apply” and complete the application process for external applicants .Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see Notice to Out of State Applicants .This position is funded for 10 months; continuation past 10 months will be based on university need, performance, and/or availability of funding.

POSITION SPECIFICS This position is funded through June 30, 2027; continuation past June 30, 2027 will be based on availability of funding.

The CRM Analyst serves as the primary administrator and business systems expert for the Office of Entrepreneurship's Salesforce environments.

This position is responsible for the administration, configuration, maintenance, security, governance, optimization, and ongoing support of multiple Salesforce organizations supporting entrepreneurship, innovation, technology commercialization, and economic development initiatives. The CRM Analyst partners with University stakeholders, Information Technology teams, and external vendors to improve business processes, enhance data quality, develop reporting solutions, and implement scalable Salesforce capabilities that support strategic objectives while ensuring compliance with institutional standards, security requirements, and data governance practices.

RESPONSIBILITIES Salesforce Platform Administration Administer, configure, maintain, and optimize Salesforce environments supporting Office of Entrepreneurship business operations and strategic initiatives.

Configure and maintain Salesforce objects, fields, record types, page layouts, Lightning pages, permissions, validation rules, flows, reports, dashboards, and other declarative platform features.

Monitor platform performance, storage utilization, system health, and operational metrics; proactively identify, troubleshoot, and resolve issues impacting system reliability and user experience.

Manage Salesforce environments, including sandbox strategy, refreshes, release validation, environment governance, and deployment activities.

Administer user accounts, roles, profiles, permission sets, sharing rules, authentication methods, and security controls while supporting least-privilege access principles.

Partner with Information Technology and security teams to implement and maintain audit controls, platform security measures, compliance requirements, and governance standards.

Maintain data quality and integrity through validation rules, duplicate management processes, governance practices, and data stewardship activities.

Manage and develop integrations such as Formstack, Outlook, and Marketing Cloud.

Business Analysis and Solution Design Collaborate with Office of Entrepreneurship leadership and stakeholders to gather, document, analyze, and validate business requirements for Salesforce solutions.

Facilitate discovery sessions, interviews, workshops, and process reviews to understand business operations, identify improvement opportunities, and evaluate existing workflows.

Translate business needs into functional requirements, user stories, acceptance criteria, configuration specifications, and implementation plans.

Evaluate configuration versus customization approaches and recommend scalable, maintainable solutions using Salesforce best practices.

Collaborate with developers, architects, integration teams, vendors, and business stakeholders to design and implement Salesforce solutions aligned with organizational objectives and enterprise architecture standards.

Reporting, Analytics, and Data Governance Develop, enhance, and maintain Salesforce reports, dashboards, key performance indicators, and analytical tools supporting executive leadership, program evaluation, grant reporting, and data-driven decision-making.

Analyze business and operational data to identify trends, opportunities, risks, and performance outcomes across programs and initiatives.

Partner with stakeholders to establish reporting…