Note: The job is a remote job and is open to candidates in USA. Idealist Consulting is an organization committed to global progressive action, helping nonprofits grow through Salesforce implementation and custom application development. As a Business Analyst, you will provide post-implementation support, system optimization, and ongoing administration while working closely with clients to design and implement Salesforce solutions that meet their needs.
Responsibilities
• 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
• 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
Skills
• 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
Company Overview
• Idealist Consulting helps progressive organizations grow through technology. It was founded in 2000, and is headquartered in Portland, Oregon, USA, with a workforce of 51-200 employees. Its website is http://www.idealistconsulting.com/.