
51 - 200 employees
Founded 2003
🤝 Non-profit
☁️ SaaS
🤝 B2B
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.
🕒 April 15
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51 - 200 employees
Founded 2003
🤝 Non-profit
☁️ SaaS
🤝 B2B
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.
• 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 • Some travel to meet with clients and participate in pre-sales engagements may be required • Maintain target utility 70%
• 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 • Previous experience collecting and working from user stories preferred • 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
• 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
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