As a Business Analyst at Idealist, you will manage Salesforce implementations for nonprofit clients, ensuring system optimization and user training while balancing multiple project assignments.
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.
Top Skills
Experience Cloud
Flow
Nonprofit Cloud
Salesforce
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