Salesforce Implementation Consultant

Grantbook; Toronto; On-site; CAD 78,000 - 93,000; Full time

Job summary

An established industry player in digital transformation is seeking a Salesforce Implementation Consultant to join their dynamic team. This role emphasizes building customized solutions on the Salesforce platform, focusing on grants management and client success. You will work closely with foundations, leveraging your Salesforce expertise to enhance their operational efficiency. With a flexible work culture and a commitment to social good, this position offers a unique opportunity to make a meaningful impact while enjoying a supportive and inclusive environment. If you are passionate about technology and philanthropy, this role is perfect for you.

Benefits

Flexible Work Hours

Paid Vacation

Comprehensive Benefits Package

Professional Development Opportunities

Remote Work Options

Qualifications

• 5+ years of Salesforce implementation experience, ideally in nonprofit.
• Strong skills in data analysis and project management.
• Exceptional communication skills for client interactions.

Responsibilities

• Build customized solutions on Salesforce for grant management.
• Manage client relationships and ensure successful implementations.
• Develop training materials and documentation for clients.

Skills

Salesforce Implementation

Data Analysis

Problem Solving

Communication Skills

Project Management

Education

Salesforce Administrator Certification

Advanced Administrator Certification

Platform App Builder Certification

Tools

Flow Builder

Data Loader

MuleSoft AnyPoint Connector

Formstack Documents

DocuSign

Job description

Salesforce Implementation Consultant

(One Opening - Full time or Independent Contractor)

At Grantbook, we celebrate, support, and thrive on diversity and strive to create an inclusive environment for our teammates, our client partners, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills and welcome applications from all qualified candidates.

We want to remove barriers that may limit you from joining Grantbook. Email us at [e-mail] to let us know how we can provide you with reasonable accommodations through our application process.

WHO WE ARE

We are a digital transformation consultancy, Registered Salesforce Consulting Partner and Certified B Corp with big dreams for the future of philanthropy. Our diverse team of techies and do-gooders works closely with foundations to help them unlock the full potential of their processes, teams, and technology so that they can do their good—even better.

We’ve worked with some of the world’s largest foundations, including the William and Flora Hewlett Foundation, and Tides USA.

HOW WE WORK

We’re an ideal match if you seek autonomy, mastery, and purpose in your work. We take pride in a participatory work culture, where learning trumps ego. Curiosity, experimentation and a human-centred approach are core to how we do meaningful work together and to how we respond to the evolving needs of our clients.

We live our values of accountability, candour, empathy and daring. Policies are transparent and team members are empowered to make decisions about areas that affect them most. This allows our team to work flexible hours and from where they are most inspired (even pre COVID-19!). We trust each other to stay accountable and get stuff done.

WHO YOU ARE

You are a self-motivated Salesforce Implementation Consultant who is equally adept at communicating with computers as you are at communicating with people. You have formal certification in Salesforce, like to experiment and build solutions for philanthropy. You’re excited to share your knowledge, and contribute to a growing Salesforce practice. Have fun, work as a team, and "get it done."

WHAT YOU’LL DO

As a Salesforce Implementation Consultant, you’ll build customized solutions on the Salesforce platform and help integrate Salesforce and other cloud solutions for grants management, customer relationship management, and related functional areas that meet our foundation clients’ needs. You will be assigned primarily on one client’s implementation build project that has a scheduled duration of 13 months. In periods of lower activity on the main implementation project, you may be tasked with supporting some smaller implementation activities for other clients.

RESPONSIBILITIES

• Implementation & Build Activities (70% of your time)

• Build out complex solutions using declarative Salesforce functionality, including automations using Flow Builder.
• Work with various form solutions to create applicant-friendly application forms that balance user experience and data collection.
• Set up online portals in Experience Builder for users with appropriate access management to review and submit applications, reports and payments.
• Automate emails and communications between the foundation and their applicants to streamline the grant approval process.
• Build reports and dashboards for various roles within the client to understand operations, identify potential bottlenecks, and oversee fund management and measure impact against benchmarks.

Client Success Management Activities (20% of your time)

• Show up prepared for internal and client meetings, able to ask questions, present solutions and demo confidently specific business solutions.
• Develop continuous testing, deployment, and support of new features to ensure systems are available and functioning for staff as intended

Additional Responsibilities (10% of your time)

• Contribute to client-specific training, documentation, and blog posts around technology best practices and processes.
• Research integration applications that will make our client’s work easier.
• Ideate with our team on how to bring new approaches and practices to our work.
• Provide feedback and help enhance Grantbook’s overall operations.
• Have fun, work as a team, and "get it done."
• Co-create your personal and professional development plan.

WHAT YOU CAN OFFER

• Must be legally entitled to work in Canada.
• Five years of working with the implementation and technology adoption of Salesforce, ideally in a grantmaking or nonprofit environment.
• Three years of experience working with large data sets, either through analysis or supporting system migrations.
• Three years of experience bringing creative ways to utilize flows, third party components, and integrations to meet complex client needs.
• Self-organizer and problem-solver, prepared to meet tight deadlines across multiple projects, with ability to prioritize and delegate tasks as needed.
• Able to translate plain language stakeholder requests into technical requirements, as well as technical information into plain English.
• Exceptional written and oral communication skills, translating into presentation and demoing skills.
• Proven interpersonal skills and a customer service oriented approach.
• Eligible to travel to and work in client offices across North America.

YOUR SALESFORCE EXPERIENCE

• Salesforce Administrator Certification (required), Advanced Administrator (required), Platform App Builder (required), Experience Cloud Consultant (required), Nonprofit Cloud Consultant (preferred, or working towards)
• Additional desirable certifications: Business Analyst, Integration Architect
• Experience with:

• Flow Builder
• Salesforce Approval Processes
• Designing custom data models and building custom objects
• Nonprofit Cloud preferred
• Diverse Salesforce Integration experience – for example, using MuleSoft AnyPoint Connector
• Salesforce tool integrations; typical tools include Formstack Documents, FormAssembly, MailChimp, DocuSign, etc.)
• Bulk data loading tools such as Data Loader, Dataloader.io, Workbench, etc.

Nice to have experience with:

• Prior experience and familiarity working with Application Programming Interfaces (APIs) and relational databases preferred.

HOW YOU’LL BENEFIT

This role can be structured as a full-time position or as a contractor engagement, depending on your preference and experience.

EMPLOYMENT OPTIONS

1. Contractor: You’ll work with us on a contract basis, focusing on delivering results in a flexible arrangement that suits your schedule. The contractor rate will be within the range of CAD$80-$100/hr. The rate and scope of work will be negotiated based on your experience level. The expected hours of work per week will be between 20-30 hours.
2. Full-Time: You’ll join as a core member of our team, with benefits as outlined below:

Salary & Benefits

Grantbook has a transparent salary structure with 6 levels, from A through F. We are looking for a candidate who has hands-on experience with Salesforce implementation and can make recommendations as to best practices, at the salary level of C. Your starting salary would be within the range of CAD$78,000 - $93,000. Throughout your interview process, we’ll learn more about your skills and experience and determine your salary based on what you bring to the team.

We take pay equity at Grantbook very seriously and strive to ensure everyone on our team is accurately and fairly compensated for their work. This means someone who is less comfortable negotiating a higher salary won’t be financially penalized compared to someone who readily argues for higher pay. Our salary bands are tied to similar roles in the market. We scan similar organizations—size, sector, culture— with the goal to provide competitive compensation. Each level reflects a stage of progress at Grantbook defined by expected experience and skills for that level.

Full time role: In addition to base pay, all full time Grantbook team members will enjoy a bonus—a dedicated portion of profits set aside to reward the whole team for exceptional performance on our impact goals.

Grantbook also boasts a flexible work culture (even pre-COVID-19), and all team members receive four weeks of paid vacation per year, a comprehensive benefits package with health spending account. For more information, visit our Culture & Careers page.

CAREER & PROFESSIONAL DEVELOPMENT

As a growing organization there are continual opportunities to learn, whether it is developing a new skill set or bringing a new product/service offering to market. You, along with the rest of our team, will be key to driving our impact on philanthropy forward.

WHERE WE WORK

We are a mostly remote-first team, with a fantastic office for collaborating (and having pizza lunches) centrally located by Sherbourne subway station in Toronto. We have team members in Vancouver and Calgary, but the majority of our staff is located in and around Toronto.

HOW WE HIRE

As a company dedicated to social good for our clients, our team, and the world, we try to be as transparent as possible about how we work. That includes how we hire. View our hiring process to learn more. Don’t forget to include a cover letter—we’re keen to learn about who you are, not just what you’ve done!