Salesforce Consultant designing and configuring solutions for clients. Gathers requirements and leads project activities in a customer-focused consulting company.
Responsibilities
Gathering detailed business requirements by leading group sessions with clients.
Solution design and configuration on the Salesforce platform (NPC, NPSP, PSS)
Producing various documents and project artifacts (including ERD’s, DFD’s, functional specifications, wireframes)
Investigate documents and analyze key client organizational processes
Strong understanding of data structures, with ability to perform light data migration from a legacy system into Salesforce (CSV’s with Data Loader)
Maintain clear communication with project team and stakeholders
Providing support in the form of scoping and estimation during the sales process
Work closely with a project manager to develop and monitor a detailed project plan (this includes identifying key project tasks, and associated timelines)
Think critically about business problems
Develop and own a Salesforce solution
Conduct product demonstrations and execute client training sessions
Be a trusted adviser to the client, understanding the clients end-to-end business and areas for future growth
Perform and organize ongoing support for customers such as report building, data quality, new integrations and third party app installation
At times, be able to work independently with full ownership of a project. This includes assuming project management related activities
Along with adapting existing processes, help define new processes, and continually look to create efficiencies within the organization.
Requirements
2-4 years experience in a Salesforce consulting role, preferably NPC implementation experience for at least 6-8 projects
Omniscript and Omnistudio
NPSP to NPC migrations
Solution Owning projects (project size greater than 700 hrs - includes leading elaborations, documentation, build, UAT, Training etc.)
Leading discovery/ Salesforce roadmap projects
Common integrations like Mailchimp, Quickbooks, form tools and tax receipting
Bachelor degree in Computer Science and/or Business, or equivalent education and experience
One or more Salesforce Certification (Admin, Sales Cloud, Service Cloud, App Builder, Non-Profit Consultant, Omnistudio)
Advanced group facilitation and presentation skills
High energy, creativity, resourcefulness, and entrepreneurial spirit
Team player, able to effectively collaborate and build relationships over any medium of communication.
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