Process Consultant

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🔥 2 minutes ago

⛰️ Colorado, New York – Remote

⛰️ Colorado – Remote 🗽 New York – Remote

💵 $90k - $115k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 0%

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OpenTent

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OpenTent is a company dedicated to empowering organizations through the effective use of Salesforce®. They specialize in capacity building and technology services to help purpose-driven teams flourish. OpenTent offers expert advice and support to Salesforce® administrators and works closely with clients to transform manual processes into efficient, elegant systems. By creating strong systems and centralizing meaningful data, OpenTent enables organizations to connect their members with purpose and respond creatively and quickly to insights. Their mission is to build technology tools tailored for relationship management, fostering communities where each person feels seen and valued. OpenTent is committed to enhancing organizational efficiency and enabling successful mission alignment with expert-driven solutions.

📋 Description

• Lead discovery sessions with client staff, including interviews, process walkthroughs, and working sessions • Map current-state processes, data, and pain points • Recommend process changes when the appropriate solution is not a system change • Draft user stories and acceptance criteria and obtain client sign-off • Collaborate with engineers to assess technical viability and rough sizing • Prepare context briefs for engineers and AI tools • Break epics into build-ready user stories with scope, acceptance criteria, test scenarios, and source links • Define MVP options and document out-of-scope work • Maintain refined client backlogs in ClickUp • Answer engineer questions during sprints and update stories when scope shifts • Write test scenarios, perform QA against acceptance criteria, and sign off on completed work • Support client UAT and release gates, including sign-off trackers, smoke tests, and rollback plans • Build data migration and data-mapping artifacts • Design future-state processes and create communications, training, and process documentation • Facilitate client retrospectives and turn lessons learned into requirements • Participate in sprint ceremonies and client Review & Refine meetings • Maintain client Miro boards and ClickUp spaces • Use AI tools to draft stories, briefs, and documentation and improve team adoption

🎯 Requirements

• 3+ years working in operations at a nonprofit • Hands-on Salesforce experience as a daily user or administrator, ideally with NPSP or Nonprofit Cloud • Experience turning staff needs into written requirements for a system build or change • Experience mapping and documenting processes and leading working sessions with non-technical staff • Working knowledge of the Salesforce data model and configuration • Daily use of LLM tools such as Claude, ChatGPT, Gemini, or Copilot for real work • Comfortable navigating ambiguous, fast-moving projects across several clients at once • Excellent written and verbal communication skills • Meeting facilitation skills • Strong attention to detail • Preferred: Salesforce Administrator, Salesforce Certified Business Analyst, or CSPO certification • Preferred: Experience configuring Salesforce NPSP or Nonprofit Cloud • Preferred: Experience leading or experiencing a system implementation or data migration • Preferred: Experience in a consulting or agency setting with multiple clients • Preferred: Experience writing user stories and acceptance criteria within Agile/Scrum

🏖️ Benefits

• Excellent no-premium healthcare • Unlimited PTO • 401k matching after one year of service • Team retreats • Paid parental leave • Continued professional development • Remote work option • Office work option in Brooklyn or Denver

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