Salesforce Consultant

• 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

1099 Contract Nonprofit Salesforce Consultant, Business Analyst

• Assist with building architecture (objects, fields, page layouts) and flow automation on the Salesforce platform
• Assist with building declarative components (Apps, Lightning Pages) in Salesforce Lightening
• Help create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
• Configure Salesforce architecture, automation, and security settings across all Salesforce Clouds and connected apps
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications.
• Install and configure proprietary applications or integrations as needed
• Comprehend defined appropriate data model and resulting system architecture designed from business requirements for defined deliverables
• Draft comprehensive technical documentation appropriate for other consultants, engineering, and clients.
• Document written requirements from client discovery period, identifying items shared both in discovery workshops and via shared client artifacts
• Design recommended solutions based on technical requirements, considering all solution options and determining the best approach.
• Discuss resulting data model considerations internally and with clients, confidently proposing determined recommendations

Salesforce Consultant – Systems Implementation Advisory

• Work with customers to define requirements, propose & deliver solutions related to their Sales processes
• Support architecture and own configuring best-in-class implementations of Salesforce Sales Cloud and CPQ
• Configure Salesforce Solutions using point-and-click tools available on the platform e.g. Visual Flows
• Understand and leverage Salesforce Platform to implement scalable solutions
• Partner with AI team to create innovative Salesforce solutions

Senior Salesforce Consultant, Sales Cloud

• As a Change Management Consultant, you will work across projects as a thought leader and develop change strategies that enable successful digital and organizational transformations and cloud based technology implementations
• Be a champion of change on projects with customers across various practices
• Strategically collaborate with customers to determine the best approach to user adoption
• Train customers on the solutions we’ve built and how to best implement change within their organization
• Work alongside superusers to give users a voice in the implementation
• Ability to quickly acquire new technical expertise and understanding of latest Salesforce features and major launches and train and mentor our team as required
• Understand client's culture, business strategies, and associated organizational change management opportunities and challenges
• Approach organizational change as both an art and a science, leveraging proven change methodologies, as well as a strong understanding of individual and organizational psychological factors that influence and drive behavioral change
• Build relationships with constituents including: clients, internal teams, and consulting partners
• Work across teams to serve as the "expert" on organizational change management including: overall program strategy, change design and execution, stakeholder engagement, organizational readiness, leadership alignment, communication and training, project management, business process design, sustainment, and measurement
• Support a growing practice and be able to thrive in a fast-paced entrepreneurial environment, aid in identifying opportunities and building client relationships, internal infrastructure, and best practices to strengthen our foundation

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1099 Contract Nonprofit Salesforce Consultant, Business Analyst

Salesforce Consultant – Systems Implementation Advisory

Senior Salesforce Consultant, Sales Cloud

Salesforce Consultant, Change Management