Idealist Consulting

1099 Contract Nonprofit Salesforce Consultant, Business Analyst

Idealist Consulting

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Posted on:

Location Type: Remote

Location: Illinois • United States

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Job Level

Junior

Tech Stack

Cloud

About the role

  • 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 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

Requirements

  • 1–6 years of experience as a Business Analyst or Salesforce Consultant, with hands-on experience in Salesforce implementations (Experience Cloud and/or Agentforce Nonprofit/NPC preferred)
  • 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
  • Salesforce certifications such as: Experience Cloud, Agentforce Nonprofit, and/or Agentforce Specialist (extra credit)
  • Previous experience as a Salesforce for Nonprofit consultant (extra credit)
  • Experience managing projects or engaging in projects with technical and cross-functional components (extra credit)
Benefits
  • Health insurance
  • 401(k)
  • Flexible work arrangements
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SalesforceFlowdata mappinguser acceptance testingsystem administrationsolution designbusiness process optimizationdeclarative configurationautomationproject management
Soft Skills
communicationanalytical thinkingcreative problem solvingmentorshipclient educationtime managementcollaborationclient needs assessmentprioritizationdocumentation
Certifications
Salesforce Experience CloudSalesforce Agentforce NonprofitSalesforce Agentforce Specialist