Consultant - Salesforce

Posted 6 Days Ago
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San Jose, San José
In-Office
Junior
Cloud • Information Technology • Software • Consulting
The Role
The Consultant will implement and manage Salesforce for non-profits, perform requirements gathering, develop solution documents, and ensure project deliverables using Agile methodology while collaborating with internal teams and clients.
Summary Generated by Built In

fusionSpan is a dynamic, fast-paced hybrid and remote work environment that prioritizes innovation, trust, and community in everything we do. We are a team of highly-committed individuals inspired by technology's impact on society, and we recognize our work's role in the well-being of our nonprofit clients and the communities they serve.
As an AI-first organization, we keep our eyes tuned to the horizon, finding new ways to leverage cutting-edge technologies in ways that drive improvements in operational efficiency and impact, both for our clients and for our internal team.
This position is 100% remote from Costa Rica You will be required to work from 8:00 am to 5:30 pm EST
You will be working with multiple non-profits, implementing and managing their Salesforce CRM entity.  The ideal candidate will be able to practice and clearly explain the position requirement to the fusionSpan team and clients, while also answering all related questions. The consultant should be able to adjust to the fluid and evolving schedule and learn all technology related to this position as they are updated.
Responsibilities:

  • Perform requirements gathering, analysis, and documentation,
  • Convey complex requirements to both internal and external stakeholders,
  • Develop solution documents, requirement documents, discovery documents for internal and external review,
  • Work on multiple projects and competing priorities simultaneously,
  • Showcase (demonstrate) work deliverables to both internal and external stakeholders,
  • Execute all project work in following Agile methodology,
  • Design and develop workflow and functional diagrams to demonstrate proposed solutions to clients and internal teams,
  • Manage task and work tickets, including description and acceptance criteria,
  • Continually develop a deeper understanding of the business best practices for associations and nonprofits, particularly concerning the implementation of technology,
  • Work in tandem with project managers and development teams to ensure on-time, on-budget work products.  
  • Support the project team in identifying training needs for team members as well as clients
  • Documentation of standard operating procedures.

Required Qualifications:

  • Bachelor’s Degree or higher, or equivalent work experience
  • 2+ years of business analysis experience with a consulting or professional services firm (or other large enterprises)
  • 2+ years of business analysis experience for technology or technology services implementation projects,
  • Excellent oral and written English communication skills (writing sample required)
  • Experience gathering requirements, writing solution documents and writing SOPs
  • Agile project experience and at least one Agile methodology certification (see below)

Preferred Qualifications:

  • Salesforce certification is highly desired, or candidate will be required to get one within 90 days of joining
  • Experience working in the non-profit or association industry
  • Salesforce implementation or administration experience
  • Experience administering or heavily using Fonteva, Nimble AMS, or other Salesforce solutions for non-profit organizations
  • Experience providing quality assurance and/or acceptance testing as a client, vendor, or user is strongly preferred.

What We Offer:

  • Health Insurance
  • Paid PTO and holidays
  • Remote work

Top Skills

Agile
Salesforce
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The Company
HQ: Rockville, MD
94 Employees
Year Founded: 2010

What We Do

fusionSpan is the leading CRM implementer and Salesforce partner for Non-Profits and Associations. We help clients implement, support, extend, and integrate CRM software. Our extensive catalog of services enables us to offer solutions ranging from system integration to digital marketing, to over 200 association clients.

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