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.

How You’ll Contribute:

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

Your Background Includes:

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

What You Can Expect:

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

A Little More About Us:

Idealist Consulting was founded in 2006 by returning Peace Corp volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. We’re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.
Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all. Read our Commitment to Diversity, Equity, and Inclusion on our Ethics page.