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.

This is a great opportunity for someone with two or more years of Salesforce administration experience to broaden their technical and project management expertise in a high-profile role working with all facets of the organization.

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, ,
  • 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.
• 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
• 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