Consultant, Systems & Change Management - Salesforce

CCS Fundraising; Dallas (TX); Remote; USD 70,000 - 90,000; Full time

Job summary

Join a leading fundraising firm as a Consultant in Systems & Change Management, focusing on Salesforce. This remote role involves managing projects, analyzing data, and advising clients on fundraising operations. Ideal candidates will possess strong analytical skills and experience with Salesforce, ensuring effective data management and insights for nonprofit organizations.

Benefits

Competitive benefits

Dynamic training program

Career advancement

Mentoring opportunities

Networking opportunities

Qualifications

• Experience with Salesforce as an administrator or developer.
• Proficiency in data analysis and systems architecture best practices.
• Outstanding organizational skills to manage multiple tasks.

Responsibilities

• Lead and manage projects from inception to conclusion.
• Evaluate client systems for high-performing fundraising programs.
• Develop reports and dashboards to meet client needs.

Skills

Analytical Skills

Project Management

Communication

Data Analysis

Tools

Salesforce

Tableau

Power BI

SQL

Python

Job description

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Description

Title: Consultant, Systems & Change Management - Salesforce

Location: National (Remote)

Department: Data Strategy

Type: Full Time Remote

Min. Experience: Mid-Level

This position is not eligible for employer visa sponsorship.

• Applicant must provide a cover letter with their application in order to be considered for the role*
  
  

Who We Are

CCS Fundraising is an international strategic fundraising firm that partners with nonprofits for transformational change. For 76 years, CCS has empowered many of the world’s greatest organizations across sectors to advance some of the most important causes in history. We plan, manage, and implement programs and initiatives that achieve fundraising goals and mission impact.

CCS provides tailored support to more than 700 nonprofit organizations annually. With over 500 professionals and 18 offices throughout the United States and Europe, we have the capacity to help local and international organizations achieve outstanding results.

Our services include:

• Campaign Management
• Strategy, Evaluation & Planning
• Interim Development Management
• Learning & Leadership Development
• Data Analytics
  
  

CCS Systems is a fast-growing practice area within the firm, focused on fundraising operations, information, and change management reporting to the Executive Vice President of Data & Strategy. We partner with large, complex clients to help them measure and elevate impact, optimize key development processes, and make data-informed decisions to forge, grow, and enhance prospect relationships.

Job Description:

CCS Systems & Change Management focuses and advises on ‘data in practice’ – how information is gathered, entered, and used - to help our clients ask the right questions of their data and glean trusted insights in support of best-in-class fundraising performance. As we continue to grow our presence in this area, CCS is seeking directors with subject matter expertise to successfully oversee and execute projects rooted in data challenges.

The ideal candidate for this role will have a strong awareness of and experience with fundraising operations best practices, including direct experience with Salesforce and integrations that are commonly used by clients in the sector, what challenges clients commonly face with their data, and what solutions can be implemented to alleviate known pain points. The candidate will have strong analytical skills and the proficiency required to appropriately contextualize and illustrate gaps between client information infrastructure and best-practice functionality, and the confidence to ask thoughtful follow-up questions in real-time when discussing complex issues with stakeholders across diverse organizations.

The person in this role will manage project types for which elevated technical proficiency is required (Systems Assessments), and support colleagues as the subject matter expert on engagements where systems/analytics work is included in scope.

We are looking for a dedicated professional who can:

• Successfully lead and manage projects from inception to conclusion
• Apply critical and strategic thinking to quickly identify the crux of a problem, question or issue
• Communicate clearly, concisely, and logically both verbally and in writing and is comfortable articulating strategies with a variety of audiences; ability to convey information in a thoughtful visual manner a plus
• Thrive in a startup environment, working independently and helping to shape and lead the growth of a cutting-edge practice within the firm. This is a high-visibility role with the opportunity to make an impact on the nonprofit sector at large.
  
  

Required Qualifications:

• Experience working with Salesforce as an administrator and/or developer
• Technical proficiency required to recognize, scope, and design optimal methods for the generation, entry, management, use, and interpretation of data
• An understanding of systems architecture best practices and data governance standard protocols
• Demonstrated familiarity with data analysis
• Experience working with large data sets
• A comprehensive understanding of the data life cycle (from entry to insight)
• Experience working with stakeholders at various levels and across different departments
• Outstanding organizational skills and ability to manage multiple tasks simultaneously
• A continuous learning mindset
  
  

Desired Qualifications:

• Experience working with relational databases, CRM and ERP systems beyond the end-user perspective in a non-profit setting
• Healthcare, higher education, and/or federated nonprofit experience a plus
• Great storytelling skills and strong public speaking skills
• Experience with the following:
• Data visualization and dynamic reporting tools (e.g., Tableau, Power BI)
• Workflow modeling and business process design (e.g. Visio)
• Relational database architecture and management
• Query/programming languages (e.g. SQL, Python) a plus
  
  

Projects may Include:

• Assessing the ability of client systems and processes to support high-performing fundraising programs and ambitious, multi-year campaigns
• Developing business processes and standard operating procedures to streamline operations
• Prioritizing data for cleanup and developing a plan for ongoing oversight and maintenance
• Evaluating the integrity and flow of data in highly complex organizations
• Working with client leadership to identify key performance indicators and set financial, philanthropic and activity goals
• Developing reports and dashboards to meet client needs
• Supporting systems conversions from requirements definition to go-live
  
  

CCS offers competitive benefits, a dynamic training program, resources, career advancement, mentoring, and networking opportunities. We are an Equal Opportunity Employer and strongly encourage a diverse pool of candidates to apply.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Project Management and Information Technology

• Industries

  Business Consulting and Services

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