Are you tenacious pragmatic with a keen sense of humor You just might be an Idealist.
At Idealist Consulting we help organizations grow through Salesforce implementation managed services and custom application development. We are innovators and problem-solvers committed to global progressive action; delivering innovative technical solutions to empower organizations working on some of the worlds most important causes and aspire to do no harm and benefit all.
As a Nonprofit Salesforce Consultant: Marketing Cloud Account EngagementSpecialist your role will involve close collaboration with clients to offer expert implementation support optimize systems and provide ongoing managed services administration. You will lead the configuration and adoption or augmentation of Pardot for nonprofit organizations. This role focuses on design data structure integrations UI/UX and system testing to support client business processes.
This is a part-time contracted 1099 position.
How Youll Contribute:
- 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 platform
- Fundamental data migration within the data management capabilities of the 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
Your Background Includes:
- Baseline Expectation:
- 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
- Extra Credit:
- Multiple Salesforce certifications including Salesforce Certified Nonprofit Cloud Consultant (NPC)
- Contractor hourly rates are set based on experience certifications and specialization. Idealist Consulting reviews all contractor rate bands at least once annually. 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.
A Little More About Us
Idealist Consulting was founded in 2006 by returning Peace Corps volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. Were committed to delivering innovative technical solutions to empower organizations working on some of the worlds most important causes.
Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race color gender sexual orientation gender identity religion disability age genetic information veteran status ancestry or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all.Read our Commitment to Diversity Equity and Inclusion on our Ethics page. We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
IC
Are you tenacious pragmatic with a keen sense of humor You just might be an Idealist.At Idealist Consulting we help organizations grow through Salesforce implementation managed services and custom application development. We are innovators and problem-solvers committed to global progressive action; ...
Are you tenacious pragmatic with a keen sense of humor You just might be an Idealist.
At Idealist Consulting we help organizations grow through Salesforce implementation managed services and custom application development. We are innovators and problem-solvers committed to global progressive action; delivering innovative technical solutions to empower organizations working on some of the worlds most important causes and aspire to do no harm and benefit all.
As a Nonprofit Salesforce Consultant: Marketing Cloud Account EngagementSpecialist your role will involve close collaboration with clients to offer expert implementation support optimize systems and provide ongoing managed services administration. You will lead the configuration and adoption or augmentation of Pardot for nonprofit organizations. This role focuses on design data structure integrations UI/UX and system testing to support client business processes.
This is a part-time contracted 1099 position.
How Youll Contribute:
- 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 platform
- Fundamental data migration within the data management capabilities of the 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
Your Background Includes:
- Baseline Expectation:
- 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
- Extra Credit:
- Multiple Salesforce certifications including Salesforce Certified Nonprofit Cloud Consultant (NPC)
- Contractor hourly rates are set based on experience certifications and specialization. Idealist Consulting reviews all contractor rate bands at least once annually. 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.
A Little More About Us
Idealist Consulting was founded in 2006 by returning Peace Corps volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. Were committed to delivering innovative technical solutions to empower organizations working on some of the worlds most important causes.
Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race color gender sexual orientation gender identity religion disability age genetic information veteran status ancestry or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all.Read our Commitment to Diversity Equity and Inclusion on our Ethics page. We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
IC
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