Offer summary

Qualifications:

Experience with Salesforce, especially in nonprofit settings., Knowledge of Salesforce automation tools like Flow., Strong communication skills to explain technical concepts to non-technical audiences., Understanding of nonprofit business processes and system optimization..

Key responsibilities:

Design, implement, and optimize Salesforce solutions for clients.

Provide post-implementation support and system administration.

Facilitate client needs assessment and guide system configuration.

Support data integrity, documentation, and user training.

Job description

Tenacious, pragmatic, with a keen sense of humor? You just might be an Idealist!

At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development.

As a Salesforce Managed Services: Business Analyst you’ll work closely with clients to provide post implementation support, system optimization, and/or ongoing administration as contracted.

How You’ll Contribute:

Provide system administration, design, and optimization services inline with Managed Service contract engagement standards & SLA’s

Educate, guide, and empower clients in the Idealist Way

Balance response times and approvals across multiple assignments

Plan activities from requirements to solution design using prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality

Escalate client or consultant capacity concerns to Client Success for resolution support

Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization

Facilitate client need assessment, through user story collection, grooming, and prioritization

Favor declarative configuration with custom fields, objects, layouts, views, reports, dashboards, and automation

Support validation and user acceptance testing

Ensure baseline data integrity, hygiene, and security

Provide documentation to empower client understanding and ownership of their system

Facilitate the selection and implement third-party solutions and applications as needed

Translate client business requirements into well-architected solutions that best leverage the platforms, products, and applications

Lead data mapping efforts during solution design and implementation phases, ensuring data integrity and usability across systems

Provide on project mentorship for Jnr Consultants and new hires

Assist Sales and Services Teams in preparing estimates for implementation, providing detailed level of effort estimates for proposed solutions and Alert Client Success of new opportunities as identified

Stay up to date on Salesforce best practice, ecosystem trends, and product releases

Advise and train clients on product enhancements, new functionality, and adoption opportunities

Your Background Includes:

Baseline Expectation:

Nonprofit Cloud Consultant Certification

Current working knowledge of Salesforce for nonprofits recent releases and roadmap

Able to solve automation requirements with Flow

Excellent verbal and written communication skills including the ability to translate technical concepts to a non-technical audience

Ability to balance multiple project assignments at one time

Creative and analytical thinking with a passion for solving customer problems with software solutions

Understanding of nonprofit business process and complexities

Extra Credit:

Additional Salesforce certifications such as: Experience Cloud

Previous experience as a Salesforce for Nonprofit consultant

Experience managing projects or engaging in projects with technical and cross-functional components

A Little More About Us:

Idealist Consulting was founded in 2006 by returning Peace Corp volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. We’re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.

Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all. Read our Commitment to Diversity, Equity, and Inclusion on our Ethics page.

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