The Role
Implement and manage Salesforce CRM for nonprofit clients: gather and document requirements, produce solution and SOP documents, design workflows, support Agile project delivery, coordinate with PMs and developers, and assist training and QA efforts.
Summary Generated by Built In
Location: Remote from LATAM. You will be required to work from 9:00 AM to 5:30 PM EST.
About the role:
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 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
• Demonstrate work deliverables to both internal and external stakeholders
• Execute all project work 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
• Experience gathering requirements, writing solution documents and writing SOPs
• Agile project experience and at least one Agile methodology certification
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
About the role:
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 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
• Demonstrate work deliverables to both internal and external stakeholders
• Execute all project work 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
• Experience gathering requirements, writing solution documents and writing SOPs
• Agile project experience and at least one Agile methodology certification
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
Skills Required
- Bachelor's degree or equivalent work experience
- 2+ years business analysis experience with a consulting or professional services firm
- 2+ years business analysis experience for technology or technology services implementation projects
- Excellent oral and written English communication skills
- Experience gathering requirements, writing solution documents and SOPs
- Agile project experience and at least one Agile methodology certification
- Salesforce certification (highly desired or must obtain within 90 days if not already certified)
- 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
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The Company
What We Do
Productiv Team is an IT services and consulting partnership that acts as a strategic technology partner for consulting, data and artificial intelligence, software development, and expert staff augmentation. Through nearshoring, it designs, sources, and manages complete engineering teams from talent networks in Eastern Europe, Latin America, and Canada, helping clients extend internal capabilities with aligned time zones and faster hiring.
