Salesforce Service Delivery Manager – Support Services

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🕒 Maio 31

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Idealist Consulting

51 - 200 funcionários

Fundada em 2003

🤝 Sem Fins Lucrativos

☁️ SaaS

🤝 B2B

Non-profit • SaaS • B2B

A Idealist Consulting é uma empresa de consultoria em tecnologia com sede em Portland, Oregon, dedicada a capacitar organizações sem fins lucrativos e outras entidades orientadas por missão, implementando soluções Salesforce, automação de marketing e serviços gerenciados. Fundada em 2006, já apoiou mais de 750 organizações sem fins lucrativos em mais de 99 países. A Idealist Consulting é especializada em ajudar as organizações a ampliarem seu impacto através de soluções técnicas inovadoras, assegurando que as organizações sem fins lucrativos possam se concentrar em suas causas essenciais, otimizando e aprimorando seus sistemas. É reconhecida por ser pioneira na integração do Salesforce no setor sem fins lucrativos, trabalhando continuamente para acelerar sua adoção.

Descrição

• Oversee service delivery across the Managed Services portfolio. • Own the day-to-day delivery rhythm for all managed service engagements. • Partner with Client Success to translate renewal goals, account plans, and CSAT feedback into operational adjustments. • Run a weekly portfolio review covering hours burn, SLA performance, risk signals, and consultant load; escalate proactively to the Director of Service Delivery. • Serve as the executive escalation point for unresolved client issues in the support portfolio. • Manage consultant assignment and capacity. • Evaluate and assign consultants to engagements based on skill match, team cohesion, client context, and capacity. • Maintain a forward looking capacity model across roles and flag gaps in advance. • Ensure on-target utilization across teams while protecting humane workloads and learning time. • Overcome resource limits through reallocation, queue management, cross-training, and selective contractor expansion. • Ensure quality assurance and service excellence. • Define and uphold service quality standards across the portfolio, including documentation standards, change management, peer review, and acceptance criteria. • Operate a structured QA program: spot checks on configuration work, periodic instance audits, and post-engagement reviews on every renewal. • Translate CSAT and qualitative feedback into concrete coaching, training, or process changes within 30 days of receipt. • Maintain the Service Delivery playbook and runbook library so that every consultant has a defensible default for routine work. • Guide delivery systems and tooling. • Serve as the business owner for the internal Salesforce org, Asana service request boards, Story Navigator, and Lever as they relate to Managed Services workflows. • Partner with Operations and the internal admin team to evolve reporting on capacity, billable hours, forecasts, project margin, and CSAT. • Identify automation and AI opportunities within delivery operations, including the application of Idealist Guide capabilities to internal workflow. • Hold delivery systems to the same standard we hold client systems: clean data, current documentation, and a reliable audit trail. • Develop people and culture across managed service delivery team. • Embody Idealist Consulting’s values-aligned management philosophy. • Identify needs and collaborate with HR on talent sourcing, contract negotiation, and onboarding as Hiring Manager. • Use standardized reviews and quarterly conversations to foster healthy working relationships, identify employee strengths and weaknesses, and support their growth and development within the organization. • Encourage professional development and make employee promotion recommendations. • Manage performance concerns and realignment plans as needed. • Collaborate with HR on compliance of company, state, and local policies as needed. • Partner across the company on outcomes. • Collaborate with Sales and Client Success to ensure new Managed Services agreements so estimates reflect operational reality as needed. • Inform pricing, packaging, and SLA design with on-the-ground data from delivery. • Represent Managed Services in the Service Delivery leadership team and contribute to annual planning, hiring, and budget conversations. • Help shape the next generation of service offerings, with a particular focus on AI enabled support and humanitarian sector growth.

🎯 Requisitos

• Five or more years in professional services or technical service delivery, including direct ownership of a managed services, support, or post-implementation portfolio. • Three or more years leading people in a service delivery context, including W-2 employees and contracted consultants. • Working knowledge of Salesforce as a platform, including the nonprofit ecosystem (NPSP, Nonprofit Cloud, Experience Cloud) and common third-party tools. • Demonstrated experience operating SLAs, escalation paths, and structured QA inside a billable services environment. • Comfortable with capacity planning, utilization analysis, and project margin reporting; able to read a P and L for a service line. • Excellent written and verbal communication, including the ability to write a calm, accurate update to a frustrated client at 4:55pm on a Friday. • Ability to mitigate conflict in real time, adjudicate competing priorities, and creatively problem solve inside an established process.

🏖️ Benefícios

• Equitable total compensation with base salary commensurate with experience. • Standardized growth targets at 90 days, 1 year, and beyond. • Humane, no overtime work weeks and a Hybrid Work Policy with remote options and flexible workday scheduling. • Tiered healthcare coverage options with HSA/FSA contribution match. • Generous Paid Time Off and Family Leave policies. • Paid Volunteer Time to encourage civic engagement and community involvement. • 401k employer match and short-term leave available with tenure. • Annual learning stipend and time inside the workday to use it.

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