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Salesforce Consultant
International Budget PartnershipSalesforce consultant enhancing IBP's Salesforce integration and workflows for contract and payment management, seeking experienced individuals for a 12-month project.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce configuration and integration, particularly with Nonprofit Cloud and common nonprofit tools like DocuSign and FormAssembly. Capable of building workflows, troubleshooting issues, and providing user training to enhance organizational efficiency.
Highest-signal resume keywords
Salesforce Configuration ExperienceNonprofit Cloud ExpertiseDocuSign IntegrationFormAssembly IntegrationSalesforce Workflow Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce ConfigurationSystem ConfigurationExternal IntegrationWorkflow DevelopmentData CleanupTroubleshootingUser TrainingDocument Template UpdatesConga ComposerScheduled Email Workflows
Tools & Technologies
Salesforce LightningDocuSignFormAssemblyConga Composer
Industry Keywords
Nonprofit OrganizationsNonprofit IntegrationsIBP
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Configure the integration between Salesforce and the DocuSign eSignature package
- Debug processes in the Salesforce and FormAssembly integration
- Update document templates for Conga Composer document creation and integration
- Build workflows including: scheduled reminder emails to IBP staff, confirmation emails to partners, approval workflows for partner reports
- Review and improve IBP’s use of the Salesforce Lightning platform
- Implement configuration changes, support data cleanup, troubleshoot bugs, and provide user training
Requirements
What you’ll need- Salesforce configuration experience, including working with Nonprofit Cloud or NPSP
- Prior experience supporting nonprofit organizations
- Familiarity with common nonprofit integrations (e.g., DocuSign, FormAssembly)
- Experience with system configuration, external integration, and Salesforce workflows
- Proficiency in English
Benefits
Comp & perks- Maintain strict confidentiality of all donor, financial, and organizational data
- Based on agreed milestones or time worked