Business Analyst, Salesforce for Nonprofits
Description:
• 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 Managed Services: Business Analyst you’ll work closely with clients to provide post implementation support, system optimization, and/or ongoing administration as contracted.
• 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 baseline 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
Requirements:
• Baseline Expectation:
• Nonprofit Cloud Consultant Certification
• 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
• Extra Credit:
• Additional Salesforce certifications such as: Experience Cloud
• Previous experience as a Salesforce for Nonprofit consultant
• Experience managing projects or engaging in projects with technical and cross-functional components
Benefits:
• Equitable total compensation package with base salary and monthly utilization awards
• Humane work weeks and a Hybrid Work Policy that allows you to work from wherever you are (as long as there’s an internet connection)
• Healthcare benefit package options that cater to all lifestyles
• Generous paid time off plans that grow over time
• Paid volunteer time to encourage community involvement and a service mindset
• 401k employer match and short term leave available with tenure
Apply Now
Apply Now
• 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 Managed Services: Business Analyst you’ll work closely with clients to provide post implementation support, system optimization, and/or ongoing administration as contracted.
• 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 baseline 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
Requirements:
• Baseline Expectation:
• Nonprofit Cloud Consultant Certification
• 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
• Extra Credit:
• Additional Salesforce certifications such as: Experience Cloud
• Previous experience as a Salesforce for Nonprofit consultant
• Experience managing projects or engaging in projects with technical and cross-functional components
Benefits:
• Equitable total compensation package with base salary and monthly utilization awards
• Humane work weeks and a Hybrid Work Policy that allows you to work from wherever you are (as long as there’s an internet connection)
• Healthcare benefit package options that cater to all lifestyles
• Generous paid time off plans that grow over time
• Paid volunteer time to encourage community involvement and a service mindset
• 401k employer match and short term leave available with tenure
Apply Now
Apply Now