Job Specifications
Who we are: The Leviticus 25:23 Alternative Fund (Leviticus) is rooted in faith and the call for economic justice. The Fund provides flexible capital, expertise, and advocacy to propel the growth of low-income communities, and creates opportunities for vulnerable, low-income people to thrive and live with dignity. Our loans assist the predevelopment, rehab, and permanent phases of affordable housing, including transitional housing and permanent housing with supportive services for those with special needs and extremely low incomes; childcare and early learning centers; nonprofit office and program delivery space; and community economic development projects. Leviticus is based in Tarrytown, New York (Westchester County). We are interested in candidates who reside in the Westchester/NYC metropolitan area but are also open to very qualified candidates who might work 100% remotely. All Leviticus staff are currently working in a hybrid manner, with some days each week working in office and others remotely. Why we need you: Leviticus' community investing has contributed to an exponential growth from $12 million in net assets at fiscal year-end 2018 to $1 million as of September 30, 2025. It is a pivotal moment for the organization. To support this growth, we need an enthusiastic, team-oriented, tech-savvy, and mission-driven member of our team to help Leviticus with the build out and adoption of Salesforce for relationship management, compliance and reporting, and lending operations, and to act as a liaison with outside IT and managed services providers. What will you do? This role is primarily responsible for supporting end-users, driving adoption, enabling strong data governance, and facilitating process improvements for our team through Salesforce and our related technology ecosystem. The ideal candidate will have analytical, functional, and technical skills, along with knowledge of best practice for using Salesforce-based technologies. The Salesforce Business Analyst will serve as the primary Salesforce system administrator for the Leviticus Fund's ~20 users as well as the coordinator for general IT needs for the staff. This position requires a strong understanding of the Salesforce platform and a proactive approach to learning and assessing the potential application of new Salesforce-based technologies. Applicants should be comfortable working with end users of differing skill levels and adept at studying and mapping business processes to enterprise solutions. Status: Full-Time Key Duties and Responsibilities Primary duties: Support the development and lead the implementation of a Salesforce-centric, organization-wide technology roadmap to guide system enhancements, project prioritization, and milestone tracking. Learn, analyze, document, and communicate business processes across departments to support effective system design and integration. Work with Leviticus leadership and team members to analyze business needs, distill requirements, and design Salesforce solutions that achieve objectives. Provide timely support to Salesforce users and become the subject matter expert for Salesforce processes and procedures. Manage all basic Salesforce administrative functions. Serve as a liaison with a third-party managed services provider, ensuring Salesforce configuration and development align with the organization's business processes, priorities, and goals. Uphold practices and processes that ensure the accuracy of CRM, lending, investment, and donation/grant information within Salesforce, so it serves as the Single Source of Truth database. Monitor and evaluate the effectiveness of Salesforce implementations, recommending adjustments as needed to improve functionality and user experience. Support ad hoc projects and report requests as needed. Possess the certification(s) or demonstrated skill level necessary to make direct changes and configurations in Salesforce and manage the quality, productivity, and effectiveness of a third-party managed services provider. Support user adoption by developing and maintaining clear, user-friendly training materials; instructional documents, and scheduling and delivering training sessions to drive adoption and confidence in using Salesforce tools. Stay abreast of developments and innovations within the Salesforce ecosystem and make recommendations to enhance and evolve Leviticus's technology in alignment with its needs and goals. Additional duties: Provide IT systems training and orientation and ensure that adequate computer/hardware setup is in place for new employees Serve as the main point of contact with external IT/Telecommunications vendors. Explore more extensive use of MS Teams among staff. Working at Leviticus: Our team consists of committed, creative, and flexible problem-solvers who enjoy working for an unregulated, mission-driven lender that fills crucial gaps in the community development finance ecosystem. We are strategic thinkers committed to improving the health a
About the Company
The Leviticus Fund is a regional nonprofit loan fund (CDFI) founded in 1983 that uses capital to alleviate poverty and improve the economic and social conditions of low income individuals and families throughout the New York, New Jersey and Connecticut area. We provide flexible, fixed rate, low cost financing and tailored technical assistance to nonprofit developers of affordable and supportive housing, child care and early education centers, charter public schools, health care and human services facilities, and healthy food...
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