Salesforce Consultant

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🕒 May 8

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Belmar Consulting

11 - 50 employees

🏢 Enterprise

☁️ SaaS

Consulting • Enterprise • SaaS

Belmar Consulting is a consulting firm that specializes in providing tailored business solutions using Salesforce, a leading cloud platform. The firm proudly serves nonprofit organizations and the public sector, offering digital transformation services to enhance organizational efficiency and success. Their focus is on creating lasting impact through technology, and they emphasize professionalism, transparency, and dedicated customer engagement. With a history of impressed clients and successful projects, Belmar Consulting helps organizations to innovate and streamline their operations, particularly with respect to accommodating specific industry needs and overcoming sector challenges.

📋 Description

• Gathering detailed business requirements by leading group sessions with clients. • Solution design and configuration on the Salesforce platform (NPC, NPSP, PSS) • Producing various documents and project artifacts (including ERD’s, DFD’s, functional specifications, wireframes) • Investigate documents and analyze key client organizational processes • Strong understanding of data structures, with ability to perform light data migration from a legacy system into Salesforce (CSV’s with Data Loader) • Maintain clear communication with project team and stakeholders • Providing support in the form of scoping and estimation during the sales process • Work closely with a project manager to develop and monitor a detailed project plan (this includes identifying key project tasks, and associated timelines) • Think critically about business problems • Develop and own a Salesforce solution • Conduct product demonstrations and execute client training sessions • Be a trusted adviser to the client, understanding the clients end-to-end business and areas for future growth • Perform and organize ongoing support for customers such as report building, data quality, new integrations and third party app installation • At times, be able to work independently with full ownership of a project. This includes assuming project management related activities • Along with adapting existing processes, help define new processes, and continually look to create efficiencies within the organization.

🎯 Requirements

• 2-4 years experience in a Salesforce consulting role, preferably NPC implementation experience for at least 6-8 projects • Omniscript and Omnistudio • NPSP to NPC migrations • Solution Owning projects (project size greater than 700 hrs - includes leading elaborations, documentation, build, UAT, Training etc.) • Leading discovery/ Salesforce roadmap projects • Common integrations like Mailchimp, Quickbooks, form tools and tax receipting • Bachelor degree in Computer Science and/or Business, or equivalent education and experience • One or more Salesforce Certification (Admin, Sales Cloud, Service Cloud, App Builder, Non-Profit Consultant, Omnistudio) • Advanced group facilitation and presentation skills • High energy, creativity, resourcefulness, and entrepreneurial spirit • Team player, able to effectively collaborate and build relationships over any medium of communication.

🏖️ Benefits

• Flexible work schedules

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