Process Consultant

Process Consultant

ABOUT US

Hi, future teammate!

We are a dedicated group of data nerds inspired by the extraordinary things that can happen when people come together as a community.

We partner with organizations that see community building as a core part of their work. Together, we build customized (and beautiful) data tools and strategies to make their work easier and more impactful. Our primary tool is Salesforce, and we work with clients to not only migrate their data and improve data management, but to make sure that what they measure is actually driving growth and impact. We're now in our 11th year and with 13 full-time team members.

POSITION OVERVIEW

As a Process Consultant at OpenTent, you have done the job our clients do. You have run operations inside a nonprofit, so you know how membership, programs, fundraising, events, and finance actually work day to day, and where the process breaks. You use that experience to turn what our clients need into clear, buildable work for a team of Salesforce Solutions Engineers: you map how clients work today, lead requirements gathering, write user stories with real acceptance criteria, and keep each client's backlog refined so it’s always clear what to build next and why.

This is a hands-on role. Most of your time is spent learning how a client's staff actually do their work, defining what "done" looks like, and shaping that into stories our engineers (and, more and more, our AI tools) can build from without guessing. You are the person who makes sure nothing enters a sprint half-baked.

You will not be alone in holding the client relationship. A Product Owner sets quarterly priorities with clients and holds the strategic conversation. A Project Manager owns timelines, capacity, and client logistics. Engineers own technical design and estimates. You own the "what" and the "why" of every story. And, you make it clear when the right fix is actually process change, not a build.

Similar roles at other companies might be called "Business Process Consultant," or "Functional Consultant." We are looking for someone who has lived the operations side, loves the details, asks great questions, and communicates clearly.

WHAT YOU'LL DO

Discovery and Process Mapping

• Lead discovery sessions with client staff: interviews, process walkthroughs, and working sessions, asking the questions only someone who has done their job would think to ask
• Map current-state processes, data, and pain points (process maps, data inventories, Q&A write-ups), and recommend a process change when the fix isn't a system change
• Draft user stories and acceptance criteria, and get client sign-off on them before any engineering begins
• Work with the primary engineer to check technical viability and rough sizing early, so scope is realistic before it reaches the client
• Prepare context briefs so engineers and AI tools have the background they need to do good work

Backlog Refinement

• Break epics into user stories that are truly ready to build: clear scope, acceptance criteria, test scenarios, and links to source material
• Define MVP options with the Engineer and Product Owner, and write down what is out of scope
• Tag stories as ready to point, and respond quickly when an engineer flags a story as "not ready to build"
• Keep every client's backlog refined ahead of sprint planning, with all task information centralized in ClickUp

Build Support and QA

• Answer engineer questions during the sprint and update stories when scope shifts
• Write test scenarios, QA finished work against acceptance criteria, and sign off before it goes to the client
• Support client UAT and release gates: sign-off trackers, smoke test and rollback plans alongside engineers

Process Change and Adoption

• Build data migration and data-mapping artifacts: what to move, archive, or leave behind; field mappings; program and product hierarchies
• Design the future-state process with the client and create the artifacts that make it stick: staff communication plans, training materials, process documentation
• Facilitate retrospectives with clients and turn lessons learned into new requirements

Team and Process

• Participate in sprint ceremonies (standup, planning, review, retro) and client Review & Refine meetings
• Keep client Miro boards and ClickUp spaces current and easy to navigate
• Use AI tools (Claude and others) to draft stories, briefs, and docs faster, and help the team get better at using them

WHAT WE'RE LOOKING FOR

Every requirement below is a must-have:

• 3+ years working in operations at a nonprofit (for example membership, programs, development operations, finance operations, or a CRM/systems role). You have been the person on the other side of the table.
• Hands-on Salesforce experience as a daily user or administrator, ideally with NPSP or Nonprofit Cloud
• Experience turning staff needs into written requirements for a system build or change
• Experience mapping and documenting processes and leading working sessions with non-technical staff
• Working knowledge of the Salesforce data model and configuration: enough to know what is possible and to ask engineers good questions
• Daily use of LLM tools (Claude, ChatGPT, Gemini, or Copilot) for real work, and a point of view on where they help and where they don't
• Comfortable navigating ambiguous, fast-moving projects across several clients at once
• An excellent communicator. You write clearly, present well, design visuals that explain, and you are an active listener.
• A fun and effective meeting facilitator. You can set a goal for a session, handle the detours, and keep everyone engaged.
• A detail person. You notice the missing step and the field that doesn't map.

Preferred:

• Salesforce Administrator, Salesforce Certified Business Analyst, or CSPO certification
• Experience configuring Salesforce NPSP or Nonprofit Cloud
• Experience leading or living through a system implementation or data migration at your own organization (for example, moving from one platform to another)
• Experience in a consulting or agency setting with multiple clients
• Experience writing user stories and acceptance criteria within Agile/Scrum (we will teach our way of doing this)

COMPENSATION

This is a full-time (W2) employee position. The compensation range for this role is $90,000-$115,000/year.You will be eligible for all of the great benefits offered to full-time OpenTent employees, including excellent no-premium healthcare, unlimited PTO, 401k matching after one year of service, team retreats, paid parental leave, continued professional development, and much more.

LOCATION

Work remotely, or from our offices in Brooklyn or Denver.

APPLICATION PROCESS

The application process will be:

1. Apply online
2. 30-minute Zoom video call
3. Work sample review + Process Consulting exercise (we give you a short client scenario; you map the current process, propose the future process, draft the first user stories, and tell us what questions you'd ask) designed to help you get an idea of the work that's required in the role and to help us see your skills
4. Exercise walkthrough via Zoom with the team
5. 30-minute Zoom video call with our founder and CEO

EQUAL EMPLOYMENT OPPORTUNITY

OpenTent is committed to supporting a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, veteran status, and record of arrest or conviction. People of color; lesbian, gay, bisexual, trans and gender non-conforming people; women; and differently abled people are encouraged to apply. OpenTent is an equal opportunity employer.