Process Consultant

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Facilitate discovery sessions with client personnel, including conducting interviews, process walkthroughs, and collaborative working sessions.

• Analyze current-state processes, data, and identify pain points.

• Suggest process modifications when the optimal solution does not involve a system change.

• Create user stories and acceptance criteria, securing client approval.

• Collaborate with engineers to evaluate technical feasibility and rough project sizing.

• Prepare context briefs for engineers and AI tools.

• Decompose epics into ready-to-build user stories with defined scope, acceptance criteria, test scenarios, and source references.

• Identify MVP options and document tasks that fall outside the project scope.

• Manage refined client backlogs within ClickUp.

• Address engineer inquiries during sprints and update user stories as project scope evolves.

• Develop test scenarios, conduct QA against acceptance criteria, and approve completed tasks.

• Assist client UAT and release gates, including maintaining sign-off trackers, performing smoke tests, and preparing rollback plans.

• Create data migration and data-mapping artifacts.

• Design future-state processes and generate communications, training, and process documentation.

• Lead client retrospectives and translate lessons learned into actionable requirements.

• Engage in sprint ceremonies and participate in client Review & Refine meetings.

• Maintain client Miro boards and ClickUp workspaces.

• Utilize AI tools to draft stories, briefs, and documentation, enhancing team adoption.

⛳️ Requirements

• Over 3 years of experience working in operations within a nonprofit organization.

• Hands-on experience with Salesforce as a daily user or administrator, preferably with NPSP or Nonprofit Cloud.

• Proven ability to translate staff requirements into written specifications for system development or modifications.

• Experience in process mapping and documentation, as well as leading working sessions with non-technical personnel.

• Familiarity with the Salesforce data model and its configuration.

• Daily engagement with LLM tools such as Claude, ChatGPT, Gemini, or Copilot for practical applications.

• Ability to navigate complex, fast-paced projects involving multiple clients simultaneously.

• Strong written and verbal communication capabilities.

• Proficient in meeting facilitation.

• High attention to detail.

• Preferred: Salesforce Administrator, Salesforce Certified Business Analyst, or CSPO certification.

• Preferred: Experience with configuring Salesforce NPSP or Nonprofit Cloud.

• Preferred: Background in leading or participating in system implementation or data migration projects.

• Preferred: Experience in a consulting or agency environment with multiple client engagements.

• Preferred: Experience in writing user stories and acceptance criteria within Agile/Scrum methodologies.

🏝️ Benefits

• Comprehensive no-premium healthcare coverage.

• Unlimited paid time off (PTO).

• 401k matching available after one year of employment.

• Opportunities for team retreats.

• Paid parental leave.

• Ongoing professional development support.

• Option for remote work.

• Office work options available in Brooklyn or Denver.