Salesforce Consultant

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Job Description

The consultant serves as the business analyst and Salesforce functional expert on implementation and support projects.  They are responsible for gathering requirements, guiding the client to the right solution, and leading the design and configuration.  Consultants can also serve as the interface between our clients and our developers for any projects requiring coding or custom integrations.

The Salesforce Consultant will work on a large range of projects from six-week engagements with grassroots nonprofits to enterprise-sized implementations.

In this role, you will:

  • Build relationships with clients
  • Gather requirements in the form of user stories
  • Manage client expectations throughout a project
  • Configure Salesforce per client requirements
  • Write test scripts and guide clients through testing process
  • Train client admins and end-users on how to use (and administer) Salesforce
  • Work independently on smaller projects and as part of a team on larger implementations

Desired Skills and Experience:

  • 2+ years of Salesforce consulting experience
  • Requirements gathering, process mapping, and business analysis
  • Strong communication and client-management skills
  • Salesforce solution design
  • Salesforce configuration & declarative development
    • Custom Objects & Fields
    • Automation (Validation Rules, Approval Processes, Flows)
    • Configuration of AppExchange Products
    • Security Model (Profiles, Permission Sets, Roles, OWD, Sharing Rules, Apex-Managed Sharing)
    • User Interface (Lightning Pages, Quick Actions, List Views)
    • Reports & Dashboards
    • Data Loader & NPSP Data Import Wizard (preferred)
  • Testing (Test Plans, Test Scripts)
  • Training (End-user training, Administrator training)
  • Works well in a team environment with minimal supervision
  • Salesforce Certifications
    • Certified Administrator
    • Certified App Builder
  • Experience with Nonprofits and/or Higher Education is a plus!

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

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