Implementation Specialist configuring Square 9’s ECM/BPM software, SQL Server databases, and document workflows. Supporting customer discovery, project updates, and solution documentation.
About the role
- Implementation Specialist configuring Salesforce solutions for nonprofit community organizations. Leading discovery, deployments, training, data migration, and AI-enhanced delivery.
Responsibilities
- Understand business requirements, processes, product capabilities, and limitations
- Lead customers and project team members toward optimal solutions
- Demo existing product functionality
- Configure Salesforce-based products and build custom solutions
- Lead training sessions and train-the-trainer sessions
- Manage deployments through the implementation cycle
- Propose functional designs maximizing native and declarative Salesforce solutions
- Keep end-user experience front of mind when developing configurations
- Recommend business process improvements
- Lead best practices for designing, developing, testing, and deploying functionality
- Guide customers through environment management and deployment best practices
- Prepare customers for post-go-live operations and create administrator documentation
- Use AI tools and agents to accelerate requirements documentation, solution design artifacts, and client-facing deliverables
- Evaluate Agentforce and other AI capabilities within client Salesforce organizations
- Analyze, transform, and load data
- Navigate and configure Salesforce’s security model
- Recommend and build reports and dashboards
- Collaborate with Customer Support to assist clients after go-live
- Travel to clients
Requirements
- Degree/diploma in Business, Information Systems or equivalent experience
- 2+ years technology, consulting and/or internal technology management experience
- Experience in Salesforce configuration and integrated 3rd party products
- Technical or process design acumen to translate business requirements and pain points into functional designs
- Effective independent time management and prioritization in a fast-paced, remote working environment
- Ability to facilitate discovery workshops, manage stakeholder expectations, and communicate confidently with end users and executive sponsors
- Experience using AI assistants such as Claude, ChatGPT, or Copilot
- Familiarity with Salesforce Agentforce or comparable agentic AI tools
- Ability to responsibly integrate AI tools into a delivery workflow
- Billing, Finance, Accounting, and Payments experience is a differentiator
- Experience or interest in AI and agentic tools is a differentiator
- Ability to travel in Canada and the US without restriction
- Successful completion of background and reference checks
Benefits
- Competitive bonus program
- Benefits
- Living Wage Certified employer in British Columbia
- Diversity, inclusion, equal opportunity, and support for all candidates
- Fair, welcoming, and respectful hiring process
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