Salesforce Consultant

• Lead end-to-end Salesforce implementations across Public Sector Solutions (PSS), Service Cloud, Sales Cloud, Marketing Cloud, and Nonprofit Cloud.
• Provide technical and functional leadership to cross-functional project teams; mentor junior consultants and contribute to internal best practices, accelerators, and solution frameworks.
• Design and implement automation using Flow, Approval Processes, Einstein features, and other declarative tools; optimize business processes to reduce manual work and improve operational efficiency.
• Ensure automation is scalable, maintainable, and aligned with governance and compliance standards.
• Partner with stakeholders to validate designs via prototypes and iterative feedback cycles.
• Facilitate discovery sessions and stakeholder workshops to capture business, functional, and technical requirements; translate needs into solution designs, user stories, and implementation roadmaps.
• Serve as a strategic advisor on Salesforce platform capabilities, architecture, and optimization opportunities.
• Design scalable data and security models, and automation frameworks aligned to federal requirements.
• Configure and customize Salesforce using declarative tools and best-practice architecture patterns.
• Performs other job-related duties as assigned

Senior Salesforce Consultant

• Serve as a day-to-day resource for the sales team, providing guidance on CRM usage, opportunity management, and sales processes.
• Support sales and marketing campaigns through Salesforce campaign management, lead tracking, and reporting.
• Monitor CRM adoption and data quality, partnering with sales leadership to improve compliance and pipeline visibility.
• Collaborate on user training, and ongoing coaching on Salesforce best practices.
• Assist with pipeline reviews, opportunity management, and sales activity tracking to support accountability and forecasting accuracy.
• Act as a liaison between Sales, Marketing, Customer Service, and Operations to ensure alignment of processes, data, and customer information.
• Develop and maintain sales dashboards, KPI reports, and executive summaries.
• Analyze sales trends, pipeline performance, customer activity, and forecast accuracy.
• Generate regular reports for sales leadership to support strategic decision-making.
• Evaluate and improve sales processes, workflows, and reporting structures.
• Support sales forecasting and revenue planning activities.
• Work closely with Engineering, Operations, and Customer Service teams to ensure alignment on customer requirements and project execution.

Salesforce Specialist

• 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

• Lead discovery sessions to uncover and refine business + technical requirements
• Translate requirements into scalable solutions across Sales Cloud, Service Cloud, and related products
• Configure and customize Salesforce (objects, fields, flows, validation rules, automation)
• Design and optimize sales processes, pipelines, and reporting frameworks
• Collaborate with Project Managers on scope, timelines, and deliverables
• Partner with Admins and Developers to deliver cohesive, scalable solutions
• Participate in Agile ceremonies (standups, sprint planning, retrospectives)
• Support integrations with third-party systems (APIs, middleware like Make.com, etc.)
• Manage data migration, cleanup, and ensure data integrity best practices
• Build dashboards and reports that drive decision-making
• Provide client guidance, training, and documentation
• Troubleshoot issues and recommend ongoing optimizations
• Proactively flag risks, blockers, and dependencies
• Track time accurately and consistently aligned with deliverables

• Lead discovery sessions, stakeholder interviews, and requirements workshops with WHS stakeholders.
• Prepare and facilitate current-state assessments, process mapping, and future-state design sessions.
• Serve as the primary liaison between business stakeholders and technical teams.
• Translate requirements into user stories, acceptance criteria, and functional designs.
• Work closely with Salesforce Architects to align business needs with scalable Experience Cloud solutions.
• Configure and implement Experience Cloud solutions, including portals, user access, page layouts, and workflows.
• Design and optimize user journeys within Experience Cloud (login, case management, self-service, etc.).
• Support backlog grooming, sprint planning, and Agile delivery activities.
• Validate solutions through demos, prototypes, and stakeholder feedback loops.
• Support User Acceptance Testing (UAT), including test scenario creation and defect triage.
• Provide training frameworks and support end-user adoption efforts (in partnership with BA/support teams).
• Ensure compliance with federal security, governance, and data standards.
• Act as a trusted advisor to stakeholders on Salesforce capabilities, limitations, and best practices.

Salesforce Consultant – Experience Cloud

• 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

• Responsible for driving process improvements and requirement gathering and analysis.
• Assess current state Salesforce processes against Salesforce best practices.
• Define the future state processes, working together with Program Area liaisons and the Salesforce architect.
• Gather business requirements and translate them into process flow diagrams and user stories.
• Participate in the creation of prototypes and proof of concepts.
• Support the development of High Level and Functional Designs.
• Develop strategies for data cleansing, transformation, and integration with external systems.
• Conduct training and workshops on Salesforce best practices, new features, emerging technologies, and industry trends.
• Provide guidance and mentorship to junior consultants and business analysts.

• Own and resolve post-go-live technical requests from customers, including configuration updates, data imports, and managed service tasks, with a focus on timely resolution and high customer satisfaction.
• Collaborate with CSMs and the Support team to triage and manage technical escalations from live customers.
• Work closely with Product and Engineering to support customer rollouts of new features and managed package upgrades.
• Track and log time against customer requests, ensuring transparency in effort and accurate scoping.
• Translate customer needs into defined technical requirements and solution designs.
• Draft, scope, and refine customer-facing Statements of Work (SOWs) for new or expanded post-go-live servicesDeliver configuration updates in Salesforce, including objects, fields, flows, layouts, reports, dashboards, and permission sets.
• Maintain documentation and best practices to support recurring or common post-go-live needs.
• Participate in planning and stand-ups to track deadlines, progress, and scope changes for ongoing work.
• Identify opportunities to improve customer outcomes through better configuration, automation, and data structure.

• 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

Salesforce Consultant, Change Management

• Attain Partners is seeking a Salesforce Consultant to support our Nonprofit clients. This person will be involved in executing on multiple projects for our clients.
• As a Salesforce Consultant, you will support the full SDLC of a Salesforce Implementation. Leveraging your business acumen, you will discuss what issues the client wants to resolve, gather data about the client’s business processes, translate those needs into a software solution design, and provide feedback to clients about development progress. As part of a team, you will support on-time, high quality software project deliveries, including Analysis, Design, Configuration, Testing, Data Migration and Training.

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