Tenacious, pragmatic, with a keen sense of humor? You just might be an Idealist!
At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development.
As a Salesforce for Nonprofits: Business Analyst you’ll work closely with clients to provide post implementation support, system optimization, and/or ongoing administration as contracted.
This is a 1099 contract part-time position.
How You’ll Contribute:
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
Your Background Includes:
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
Previous experience as a Salesforce for Nonprofit consultant
Experience managing projects or engaging in projects with technical and cross-functional components
Baseline Expectation:
Extra Credit:
A Little More About Us:
Idealist Consulting was founded in 2006 by returning Peace Corp volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. We’re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.
Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all.
Skills Required
- 1-6 years of experience as a Business Analyst or Salesforce Consultant
- Hands-on experience in Salesforce implementations
- Current working knowledge of Salesforce for nonprofits
- Ability to solve automation requirements with Flow
- Excellent verbal and written communication skills
- Creative and analytical thinking
- Understanding of nonprofit business process and complexities
- Salesforce certifications such as: Experience Cloud or Agentforce Nonprofit
- Previous experience as a Salesforce for Nonprofit consultant
- Experience managing projects with technical components
What We Do
Idealist Consulting is a B Corp providing Salesforce, marketing automation, and application development services to progressive organizations. Through the Idealist Way, we educate, empower, and guide your team along your Salesforce journey. Learn more about how we can support your organization here: https://idealistconsulting.com/what-we-do
