Solution Architect

Summary

Join Idealist Consulting as a Salesforce for Nonprofits Solution Architect and lead the delivery of Salesforce implementation projects. You will translate business requirements into well-architected solutions, provide sales support, articulate solution benefits and risks, contribute to RFI/RFP responses, and lead the solution architecture and project vision. Responsibilities include leading the discovery process, planning sprints, overseeing UAT, developing user instructions, conducting project audits, advising on best practices, staying updated on third-party applications, and following new Salesforce product capabilities. Some travel may be required. This role demands strong client communication, experience with Agile/Waterfall methodologies, and a proven ability to design and optimize business processes.

Requirements

• Minimum 3 years Salesforce certified Advanced Administrator or Platform Developer
• Minimum 5 years experience as a Business Analyst
• Extensive experience with Enterprise technology implementations
• Understanding of key concepts that support user focused design and design thinking
• Proven ability to design and optimize business processes and integrate business processes across disparate systems
• Excellent client-facing written and oral communications skills
• Minimum 1 year experience using story mapping methodology to capture business requirements
• Minimum 1 years leading CRM implementation project teams
• Minimum 3 years experience utilizing Agile and Waterfall project management methodology
• Experience with data migrations from third party solutions to Salesforce
• Desire to learn new things and take on challenges

Responsibilities

• Translate business requirements into well-architected solutions that best leverage the Salesforce platform and product ecosystem
• Provide sales opportunity support including product demos, sales discovery, and advice on estimates as requested
• Articulate and document the benefits and risks to a solution’s feasibility and functionality to clients and sales reps
• Contribute solution expertise to RFI and RFP responses as assigned
• Lead Solution Architecture and project solution vision in the Idealist Way
• Lead discovery process with clients using Story Navigator to determine ERD, need for custom code, and application integrations
• Plan sprints and support data mapping
• Oversee UAT and contribute to test script documentation and bug fixes as needed
• Develop and document user instructions and administrative maintenance requirements for use in our custom-coded Salesforce solutions for clients
• Conduct project audits, architecture reviews, and provide cure recommendations as assigned
• Advise on best practices and support service delivery quality and practice consistency through the creation of process templates, mentorship and knowledge sharing
• Stay up to date on third party applications and report on high level functionality, use case, and integration capacity
• Follow and understand new Salesforce product and technical capabilities resulting from product releases and acquisitions, make recommendations for R&D
• Maintain target utility 70%

Preferred Qualifications

Previous experience collecting and working from user stories

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