Salesforce Consultant

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

📋 Description

• Leading group sessions with clients to gather comprehensive business requirements.

• Designing solutions and configuring the Salesforce platform (including NPC, NPSP, PSS).

• Creating various project artifacts and documents such as ERDs, DFDs, functional specifications, and wireframes.

• Analyzing key organizational processes through document investigation.

• Possessing a solid understanding of data structures and performing light data migration from legacy systems to Salesforce (utilizing CSVs with Data Loader).

• Ensuring clear communication with the project team and stakeholders.

• Assisting in scoping and estimation during the sales process.

• Collaborating closely with a project manager to develop and oversee a detailed project plan, which includes identifying key tasks and associated timelines.

• Applying critical thinking to address business challenges.

• Developing and managing a Salesforce solution.

• Conducting product demonstrations and facilitating client training sessions.

• Serving as a trusted advisor to clients, understanding their end-to-end business and identifying areas for future growth.

• Organizing ongoing customer support, which includes report building, ensuring data quality, new integrations, and third-party app installation.

• Occasionally working independently with full ownership of a project, including undertaking project management activities.

• Assisting in adapting existing processes, defining new ones, and consistently seeking to enhance efficiencies within the organization.

⛳️ Requirements

• 2-4 years of experience in a Salesforce consulting position, ideally with NPC implementation experience involving at least 6-8 projects.

• Proficiency in Omniscript and Omnistudio.

• Experience with NPSP to NPC migrations.

• Owning solution projects that exceed 700 hours in size, which includes leading elaborations, documentation, builds, UAT, and training.

• Leading discovery and Salesforce roadmap projects.

• Familiarity with common integrations such as Mailchimp, Quickbooks, form tools, and tax receipting.

• A Bachelor’s degree in Computer Science and/or Business, or equivalent education and experience.

• One or more Salesforce Certifications (Admin, Sales Cloud, Service Cloud, App Builder, Non-Profit Consultant, Omnistudio).

• Advanced skills in group facilitation and presentation.

• High energy, creativity, resourcefulness, and an entrepreneurial mindset.

• A collaborative team player capable of building relationships across various communication mediums.

🏝️ Benefits

• Flexible work schedules