1099 Contract Nonprofit Salesforce Consultant, Business Analyst

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Deliver system administration, design, and optimization services in accordance with Managed Service contract engagement standards and SLAs.

• Educate, guide, and empower clients following the Idealist Way.

• Manage response times and approvals across various assignments.

• Organize activities from requirements gathering to solution design using established project management tools and delivery methodologies to maintain effective communication and project quality.

• Raise any client or consultant capacity issues to Client Success for resolution support.

• Create and implement Salesforce solutions that cater to client needs while identifying opportunities for business process and system alignment and optimization.

• Conduct client needs assessments through user story collection, grooming, and prioritization.

• Prefer declarative configuration with custom fields, objects, layouts, views, reports, dashboards, and automation.

• Assist in validation and user acceptance testing.

• Ensure data integrity, hygiene, and security.

• Provide documentation to enhance client understanding and ownership of their system.

• Assist in the selection and implementation of third-party solutions and applications as required.

• Convert client business requirements into well-designed solutions that optimally utilize the platforms, products, and applications.

• Lead data mapping initiatives during the solution design and implementation phases, ensuring data integrity and usability across systems.

• Offer mentorship to Junior Consultants and new hires on projects.

• Support Sales and Services Teams in preparing implementation estimates, providing detailed level of effort estimates for proposed solutions, and alerting Client Success to new opportunities as they arise.

• Stay informed about Salesforce best practices, ecosystem trends, and product updates.

• Advise and train clients on product enhancements, new functionalities, and adoption opportunities.

⛳️ Requirements

• 1–6 years of experience as a Business Analyst or Salesforce Consultant, with practical experience in Salesforce implementations (Experience Cloud and/or Agentforce Nonprofit/NPC preferred).

• Current knowledge of Salesforce for nonprofits, including recent releases and roadmap.

• Proficient in solving automation requirements using Flow.

• Strong verbal and written communication skills, capable of translating technical concepts to a non-technical audience.

• Ability to juggle multiple project assignments simultaneously.

• Creative and analytical thinker with a passion for addressing customer challenges through software solutions.

• Understanding of the nonprofit business processes and their complexities.

• Salesforce certifications such as: Experience Cloud, Agentforce Nonprofit, and/or Agentforce Specialist (Extra Credit).

• Previous experience as a Salesforce for Nonprofit consultant (Extra Credit).

• Experience managing projects or participating in projects with technical and cross-functional elements (Extra Credit).

🏝️ Benefits

• Idealist Consulting is an equal opportunity employer.

• Majority female leadership team.