Remote Nonprofit Salesforce Process Consultant

OpenTent; United States; A distancia; USD 90.000 - 115.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No-premium healthcare

Unlimited PTO

401k matching after one year

Team retreats

Parental leave

Continued professional development

Descripción de la vacante

OpenTent is seeking a Process Consultant to turn nonprofit operations into buildable projects for Salesforce Solutions Engineers. You map current processes, write user stories with acceptance criteria, and maintain client backlogs, ensuring work is well-scoped and ready for engineering.

This hands-on role blends process insight with AI-assisted tooling to deliver measurable improvements. You’ll collaborate with Product Owners, Project Managers, and engineers, leading discovery, defining MVPs,

Formación

• 3+ years working in operations at a nonprofit and knows membership, programs, fundraising, events, and finance.
• Hands-on Salesforce experience as 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; able to ask engineers good questions.
• Daily use of LLM tools (Claude, ChatGPT, Gemini, or Copilot) for real work.
• Comfortable navigating ambiguous, fast-moving projects across several clients.
• Excellent communication; writing clearly, presenting well, creating explanatory visuals, active listening.
• A detail-oriented facilitator who can keep sessions focused and on track.

Responsabilidades

• Lead discovery sessions, interviews, process walkthroughs, and working sessions with client staff.
• Map current-state processes, data inventories, and pain points; suggest process changes when needed.
• Draft user stories with acceptance criteria; obtain client sign-off before engineering.
• Work with engineers to check technical viability and rough sizing early.
• Prepare context briefs for engineers and AI tools.
• Break epics into ready-to-build user stories with clear scope and test scenarios.
• Define MVP options with Engineer and Product Owner; clarify out-of-scope items.
• Keep client backlogs refined and centralized in ClickUp; ensure traceability.
• Answer engineering questions during sprints and update stories as scope shifts.
• Write test scenarios, QA finished work, and sign off before client handoff.
• Support client UAT and release gates with sign-off trackers and rollback plans.

Conocimientos

Nonprofit operations

Salesforce user/admin

Requirements gathering

Process mapping

Story writing

Acceptance criteria

AI tools familiarity

Communication

Facilitation

Attention to detail

Herramientas

ClickUp

Miro

Claude

ChatGPT

Descripción del empleo

OpenTent is seeking a Process Consultant to turn nonprofit operations into buildable projects for Salesforce Solutions Engineers. You map current processes, write user stories with acceptance criteria, and maintain client backlogs, ensuring work is well-scoped and ready for engineering.

This hands-on role blends process insight with AI-assisted tooling to deliver measurable improvements. You’ll collaborate with Product Owners, Project Managers, and engineers, leading discovery, defining MVPs,