Salesforce Consultant

• Serve as a primary point of contact for time-sensitive user support requests, independently troubleshooting and resolving complex production issues related to Salesforce functionality, configuration, and data.
• Apply ITIL-aligned processes for incident management, change management, and problem management to ensure production issues are resolved consistently and documented appropriately.
• Prioritize and manage competing demands across urgent support tickets and planned project work, communicating status and timelines clearly to affected stakeholders.
• Proactively communicate ticket status, timelines, and blockers to stakeholders and management throughout resolution.
• Provide support primarily during Central Time business hours, with occasional after-hours availability required to address urgent production issues.
• Manage all aspects of user and license administration, including user setup and deactivation, roles, profiles, permissions, public groups, organization-wide defaults, and sharing rules.
• Design, configure, and maintain Flow-based automation, including complex Flow builds, ongoing maintenance, and troubleshooting of existing automated processes.
• Manage the installation, configuration, and ongoing maintenance of connected apps and API integrations, ensuring secure and reliable data exchange between Salesforce and third-party systems.
• Independently lead structured product enhancement projects from requirements gathering through deployment, including release management, documentation, and change tracking.
• Establish, maintain, and document platform governance standards and declarative development best practices to support long-term scalability of the Salesforce org.
• Maintain a well-groomed backlog of enhancement requests, working with stakeholders to prioritize based on business impact and platform capacity.
• Design and maintain advanced reporting and dashboard development to give stakeholders accurate, timely visibility into operational and business performance.
• Perform bulk data management using Data Loader and similar tools, including data imports, exports, updates, and deduplication, while maintaining data integrity and security standards.
• Provide strategic recommendations on the potential use of Einstein and Agentforce AI capabilities within the Salesforce platform, where applicable to business needs.
• Evaluate new Salesforce releases and features, recommending and implementing changes that benefit the organization.
• Build strong working relationships with business stakeholders across departments, serving as a trusted liaison between technical solutions and operational needs.
• Comply with all company policies, procedures, and applicable regulatory requirements.

Senior Salesforce Specialist

• 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

• Serve as a senior technical resource for Salesforce administration, development, and platform optimization
• Design, develop, and maintain scalable Salesforce solutions using Apex, Lightning Web Components (LWC), Flows, and integrations
• Support and enhance Certinia (formerly FinancialForce) functionality, configurations, and workflows
• Partner cross-functionally with business stakeholders to improve operational efficiency and automate business processes
• Manage and optimize Sales Cloud and Service Cloud environments
• Translate business requirements into scalable technical solutions and system improvements
• Support integrations between Salesforce and third-party applications
• Drive best practices around system governance, security, documentation, and platform scalability
• Troubleshoot platform issues and provide ongoing technical support and enhancements

• Lead projects from prioritization through concept development and user story writing to supporting development, testing, and deployment.
• Work with government leads to manage scope of new project enhancement requests; clarify objectives, constraints, acceptance criteria, and release timing.
• Work with Product Owner and users to determine operational objectives of business needs and elicit requirements.
• Identify core business needs and decompose and document them in concepts of operation, story maps, briefings, and user stories; document business rules and construct workflow diagrams as needed.
• Translate complex business processes into clear and actionable user stories with thorough acceptance criteria, including exception paths and operational reporting needs.
• Support Salesforce Classic to Lightning migration activities, including discovery, gap analysis, Lightning experience redesign, readiness planning, and post-cutover stabilization.
• Configure and optimize Salesforce using declarative tools, with emphasis on Flow (record-triggered, screen flows, scheduled flows), approvals, validation rules, page layouts, and Lightning App Builder to reduce manual work and improve operational efficiency.
• Ensure declarative automation is scalable, maintainable, and aligned with governance, auditability, and compliance expectations in a regulated environment.
• Present formal and informal oral and written briefings to government managers; produce executive-ready summaries and decision support materials.
• Perform other job-related duties as assigned.

• In this position, you will be aligned to a client or multiple clients as their Salesforce strategy expert.
• You will provide consultative guidance on topics including: Creating client-customized, vision-to-value roadmaps that include Marketing + AI + Data + CRM
• Consulting clients through Salesforce-related business transformations
• Promoting a measurement- and data-driven culture, establishing critical benchmarks and strategies for measuring success
• Serving as an expert in marketing best practices, coordinated and personalized across email, digital display advertising, SMS, push, and social
• Supporting campaign ideation
• Leveraging data and marketing automation for improved personalization and relevancy
• Using AI to gain efficiencies, bolster insights, and improve customer experiences
• Analyzing program performance and providing actionable insights
• Supporting Quarterly Business Reviews and Customer Journey Mapping workshops
• Providing support as needed to the Sales and Marketing teams
• Staying up-to-date on the latest in digital marketing technology, data management, and Salesforce features and capabilities
• Developing thought leadership, championing ListEngage POVs and solutions
• Being comfortable with ambiguity and an ever-evolving digital landscape

Salesforce Strategic Consultant

• Act as a primary point of contact for various clients, confidently leading discovery calls, managing expectations, and keeping projects on scope and schedule.
• Translate complex client business processes into clean, scalable Salesforce functional requirements and technical user stories.
• Work directly with our internal development team to guide implementation, explain business logic, and ensure technical deliverables align with client needs.
• Perform declarative configuration (Flows, validation rules, custom objects, page layouts) to support client projects.

Junior Salesforce Consultant/Solution Architect

• 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

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