Nonprofit Salesforce Consultant – Marketing Cloud Account Engagement Specialist

Job not on LinkedIn

November 24

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Idealist Consulting

Non-profit • SaaS • B2B

Idealist Consulting is a technology consulting firm based in Portland, Oregon, dedicated to empowering nonprofits and other mission-driven organizations by implementing Salesforce solutions, marketing automation, and managed services. Founded in 2006, they have supported over 750 nonprofits across 99+ countries. Idealist Consulting specializes in helping organizations grow their impact through innovative technical solutions, ensuring that nonprofits can focus on their essential causes by streamlining and upgrading their systems. They are recognized for pioneering Salesforce integration in the nonprofit sector and continuously working to accelerate its adoption.

51 - 200 employees

Founded 2003

🤝 Non-profit

☁️ SaaS

🤝 B2B

📋 Description

• Specialize in supporting Salesforce implementation projects through Marketing Cloud Account Engagement configuration • Educate, guide, and empower clients in the Idealist Way • Translate non-profit business requirements into well-architected solutions that best leverage Marketing Cloud Account Engagement functionality, integrations and product ecosystem • Set up, integrate, and customize Marketing Cloud Account Engagement to client specifications • Set up and customize marketing funnels, prospect segments, lead scoring/grading, nurture paths, and reporting, per client specifications • Support the generation and implementation of test strategies to drive and convert qualified traffic • Enhance Marketing Cloud Account Engagement usage through lead qualification and automation of business practice • 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 • Successfully build and nurture long-term client relationships • Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization • Facilitate discovery, through user story collection, grooming, and prioritization • Customization of new fields, objects, page layouts, workflow rules, list views, etc. • Customization with Salesforce native objects such as campaigns, email templates, etc. • Customization of user administration including user setup, permissions, sharing rules, etc. • Fundamental AppExchange application installation • Support basic data migration within the data management capabilities of the Salesforce.com platform • Fundamental data migration within the data management capabilities of the Salesforce.com platform • Data hygiene upkeep including de-duplication, owner changes, address validation, etc. • Report and dashboard development within Salesforce native functionality • Familiarity with native integrations and the options available to deploy connectors and manage those processes • Favor declarative functionality and architectural cohesion when solving assigned user stories • Ensure quality design through validation and user acceptance testing • Maintain baseline data integrity, hygiene, and security • Provide documentation to support project team cohesion as well as client understanding and ownership of their system • Facilitate the selection and implement third-party solutions and applications as needed • Support ongoing system operations and user enablement • Ability to log a case within the Salesforce platform • Fundamental data entry with detail section and related lists • Fundamental system analysis & project management • 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 • Alert Client Success of new opportunities • Provide training and documentation for new and existing users • User training within Salesforce standard functionality

🎯 Requirements

• 3+ years Salesforce administration with strong declarative design skills and the ability to deliver customer-driven solutions • 3+ years Marketing Cloud Account Engagement administration or consulting • Marketing Cloud Account Engagement Specialist and Consultant certifications strongly preferred • Demonstrated expertise in handling complex and customized Marketing Cloud Account Engagement implementations for nonprofits • Experience with UI related to Marketing Cloud Account Engagement and an advanced knowledge of flows • Familiarity with nonprofit marketing strategy • Excellent verbal and written communication skills including the ability to translate technical concepts to a non-technical audience • Ability to engage in multiple projects at one time • Creative and analytical thinking with a passion for solving customer problems with software solutions • Familiarity with project management technology • Familiarity with Salesforce for the nonprofit sector and unique needs of nonprofits using Salesforce preferred. • Multiple Salesforce certifications, including Salesforce Certified Nonprofit Cloud Consultant (NPC) preferred.

🏖️ Benefits

• Independent contractors define their own availability and capacity • Contractors are not employees of Idealist Consulting and are therefore not eligible for benefits such as healthcare coverage and paid time off • Independent contractors are required to carry their own professional liability insurance policy.

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