Sr. Salesforce Implementation Consultant

Grantbook Inc.; Toronto; Hybrid; CAD 85,000 - 93,000; Full time

Job summary

A leading social-purpose consultancy in Toronto is looking for a Senior Implementation Consultant to configure and implement Salesforce solutions for grantmaking organizations. The ideal candidate has extensive Salesforce experience and skills in data migration, client communication, and business process analysis. This full-time position offers competitive salary and a flexible working environment.

Benefits

Flexible hours

4 weeks of vacation

Professional development funding

Qualifications

• 5 years of Salesforce configuration experience in grantmaking or nonprofit.
• 2-3 years translating business requirements into technical designs.
• 2-3 years in large scale data migration.

Responsibilities

• Configure and enhance grantmaking solutions for user-friendly experiences.
• Support meetings to analyze business processes for Salesforce suitability.
• Manage data tasks including audits, migrations, and visualizations.

Skills

Configuring Salesforce solutions

Translating business requirements

Data migration

Client communication

Front-end web technologies

Education

Certifications: Advanced Administrator, App Builder

Tools

Salesforce

API integration tools

Job description

Overview

Canada

85,500-$$93,000 / year

Full Time

Flexible hours & 4 weeks of vacation per year

Remote (with office available in Toronto for desired Hybrid work)

Grantbook cares about its people, the employee experience, and being best in class solutions provider. We support our clients with their impactful philanthropic missions and you can be a part of the difference-making too. As Canada’s first Employee Ownership Trust (EOT) company and a Certified B Corp, you can be a part of something big, and see the impact of your efforts.

Expectations of the Role

Mission Statement

Research, recommend, implement, and integrate Salesforce grants management and CRM solutions that meet our clients’ unique needs. Design and deliver Salesforce-based solutions that help grantmaking organizations streamline operations and improve their impact. We are looking for a Senior Implementation Consultant with strong technical skills and experience working in a consulting environment.

Expected Outcomes

Contribute to the Successful Implementation and Support of Grantmaking Cloud Solutions

• Serve as a technical resource to configure, deploy, and enhance grantmaking solutions, ensuring user-friendly experiences.
• Collaborate with project managers, Technical Architects and Sr. Developers to meet client goals and timelines.
• Support or lead meetings to tease out detailed business processes and find the most efficient business process that fits a Salesforce solution.
• Align technical designs with client operational needs and available system features.

Effective System Configuration and Customization

• Independently configure and set up system of choice including forms, workflows, dashboards, and reports to align with client requirements while prioritizing usability.
• Set up online portals for various audiences, with a focus for applicants to submit and review applications, reports, and payments.
• Automate grant approval workflows that impact members across membership levels.

Seamless System Integration and Automation

• Research and utilize middleware tools as needed to build and manage API integrations for smooth data flow across platforms.
• Optionally apply programming skills to create customized automations; this would be under the peer tutelage of the Senior Developer.

Comprehensive Data Management and Analysis

• Execute data tasks including audits, migrations, cleansing, deduplication, and visualization.
• Map and transform data for system integrations and reporting needs.
• Provide expert guidance to clients on data validation and quality assurance activities.

Training, Documentation, and Continuous Improvement

• Foster a culture of continuous learning by sharing insights through documentation and training.

Ideal Candidate Profile

Values

• Daring We dare to make it happen
• Collaboration We’re in it together
• Empathy We see eachother
• Humility and candour We stay Open
• Accountability We own it.

Skills & Qualifications

Required

• 5 years of experience configuring Salesforce solutions, ideally in the grantmaking or nonprofit environment (NPC and Experience Cloud). Leads the configuration of full system modules.
• 2-3 years of experience translating business requirements into technical design and configuration build.
• 2-3 years of experience in data migration, preferably large scale.
• 1-2 years of experience in consulting, able to translate technical information into plain English for non-technical client project members and advise on design trade-offs.
• Certifications: Advanced Administrator, App Builder, Sharing and Visibility Architect, Platform Developer 1, Copado Fundamentals 1.

Preferred

• Familiarity with front-end web technologies (e.g. HTML, CSS, Liquid Code) is a bonus.
• 2 years of experience with deep collaboration, facilitation and working on a long-term implementation project.

Growth and Development

• Opportunity to participate in our annual PD fund.
• Coaching opportunities within Grantbook to support your career goals.

Company Profile

Grantbook is a social-purpose, vendor-agnostic consultancy helping Grantmakers around the world operationalize their vision and values - including JEDI and trust-based philanthropy - to transform their grantmaking and amplify their impact. As a values-driven B Corporation, we are proud to participate in a “chain of good”, helping our clients deliver on their missions of building solutions.

We have an application intake process that starts when you fill in the online form linked from our website or job posting.

Interview Process

• We review each application we receive. Only candidates who are selected for an interview will be contacted.
• Grantbook leverages AI during the hiring process.
• Candidates should expect a 3-4 week timeline from application to interviews.

Commitments

Grantbook welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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