Business Analyst

Summary

Join Idealist Consulting as a Salesforce Managed Services Business Analyst and contribute to the success of global progressive action. You will provide post-implementation support, system optimization, and ongoing administration to clients. Responsibilities include system administration, design, and optimization; educating and empowering clients; balancing response times across multiple assignments; planning activities from requirements to solution design; escalating client or consultant capacity concerns; designing and implementing Salesforce solutions; facilitating client need assessments; favoring declarative configuration; supporting validation and user acceptance testing; ensuring data integrity; providing documentation; facilitating the selection and implementation of third-party solutions; translating client business requirements into well-architected solutions; leading data mapping efforts; providing on-project mentorship; assisting sales and services teams in preparing estimates; staying up-to-date on Salesforce best practices; and advising and training clients. The role requires a Nonprofit Cloud Consultant Certification, current working knowledge of Salesforce for nonprofits, ability to solve automation requirements with Flow, excellent communication skills, ability to balance multiple projects, creative and analytical thinking, and understanding of nonprofit business processes. Idealist Consulting offers an equitable compensation package, humane work weeks, a hybrid work policy, healthcare benefits, generous paid time off, paid volunteer time, 401k employer match, and short-term leave.

Requirements

• Nonprofit Cloud Consultant Certification
• Current working knowledge of Salesforce for nonprofits recent releases and roadmap
• Able to solve automation requirements with Flow
• Excellent verbal and written communication skills including the ability to translate technical concepts to a non-technical audience
• Ability to balance multiple project assignments at one time
• Creative and analytical thinking with a passion for solving customer problems with software solutions
• Understanding of nonprofit business process and complexities

Responsibilities

• Provide system administration, design, and optimization services inline with Managed Service contract engagement standards & SLA’s
• Educate, guide, and empower clients in the Idealist Way
• Balance response times and approvals across multiple assignments
• Plan activities from requirements to solution design using prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality
• Escalate client or consultant capacity concerns to Client Success for resolution support
• Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization
• Facilitate client need assessment, through user story collection, grooming, and prioritization
• Favor declarative configuration with custom fields, objects, layouts, views, reports, dashboards, and automation
• Support validation and user acceptance testing
• Ensure baseline data integrity, hygiene, and security
• Provide documentation to empower client understanding and ownership of their system
• Facilitate the selection and implement third-party solutions and applications as needed
• Translate client business requirements into well-architected solutions that best leverage the platforms, products, and applications
• Lead data mapping efforts during solution design and implementation phases, ensuring data integrity and usability across systems
• Provide on project mentorship for Jnr Consultants and new hires
• Assist Sales and Services Teams in preparing estimates for implementation, providing detailed level of effort estimates for proposed solutions and Alert Client Success of new opportunities as identified
• Stay up to date on Salesforce best practice, ecosystem trends, and product releases
• Advise and train clients on product enhancements, new functionality, and adoption opportunities

Preferred Qualifications

• Additional Salesforce certifications such as: Experience Cloud
• Previous experience as a Salesforce for Nonprofit consultant
• Experience managing projects or engaging in projects with technical and cross-functional components

Benefits

• Equitable total compensation package with base salary and monthly utilization awards
• Humane work weeks and a Hybrid Work Policy that allows you to work from wherever you are (as long as there’s an internet connection)
• Healthcare benefit package options that cater to all lifestyles
• Generous paid time off plans that grow over time
• Paid volunteer time to encourage community involvement and a service mindset
• 401k employer match and short term leave available with tenure