Salesforce Support Consultant

Villagereach; Johannesburg; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is seeking a Salesforce Support Consultant to enhance their operational excellence in healthcare delivery. This role focuses on providing specialized Salesforce support, optimizing business processes, and ensuring effective system integrations. You will work closely with various stakeholders to implement change management initiatives and build internal capacity through training. Join a forward-thinking organization that is dedicated to improving access to quality healthcare for underserved populations. If you have a passion for technology and innovation in the non-profit sector, this opportunity is perfect for you.

Qualifications

• 5+ years of experience with non-profits and expertise in grant management.
• Salesforce certification is mandatory with strong project implementation skills.

Responsibilities

• Provide operational support for Salesforce ticket resolution.
• Optimize grant management processes and facilitate system integrations.

Skills

Salesforce

Grant Management

Business Development

Change Management

Stakeholder Engagement

Education

Salesforce Certification

Technical and Business Education

Tools

Sage

Job description

Terms of Reference (TOR): Salesforce Support Consultant

Background and Context

About VillageReach: VillageReach transforms healthcare delivery to reach everyone, ensuring that everyone has access to the healthcare they need to thrive. We develop solutions that improve equity and access to primary healthcare. This includes ensuring that products are available when and where they are needed, and that primary healthcare services reach the most underserved populations. Through radical collaboration with governments, the private sector, and other partners, we strengthen our ability to scale and sustain these solutions. Our work increases access to quality healthcare for more than 70 million people in Africa. VillageReach is incorporated in Washington State and has offices in Seattle (USA), the Democratic Republic of Congo, Malawi, Mozambique, and Kenya.

Culture of Embracing Technology and Innovation

VillageReach leverages a suite of internal ERP systems and technologies to drive automation, enhance internal efficiency, and enable data-driven decision-making. Salesforce is a critical platform used for end-to-end BD (Business Development) grant, awards, and contract management, playing a key role in our operational excellence.

Purpose of the Consultancy

The objective of this consultancy is to provide specialized Salesforce support to augment VillageReach's current capacity, optimize business processes, and enhance system integrations to ensure long-term organizational success.

Responsibilities

1. Provide operational support to effectively resolve Salesforce tickets.
2. Optimize BD and grant/award management processes and their implementation on Salesforce.
3. Support the implementation of change management initiatives.
4. Facilitate the integration of Salesforce with other systems, including Sage.
5. Advise on Salesforce's product roadmap, best practices, and opportunities to enhance process automation, including adopting AI-driven insights.
6. Build internal capacity through training and knowledge transfer to ensure long-term sustainability.

Scope of Work

The consultant will support:

1. Business Development Opportunity Module Customization
1. Add custom fields to capture necessary information related to gifts.
2. Define record types for various donation scenarios.
3. Automate key processes such as creating follow-up tasks for major gifts.
4. Customize the Opportunity stages to reflect the donor lifecycle.
5. Design and implement custom reports to track gifts.
2. Grants Management Module Customization
1. Create custom fields to capture essential grant data.
2. Define custom workflows to align with the grant lifecycle.
3. Create customized reports to track active grants.
4. Integrate the Grants Management module with the Opportunity module.
3. User Training & Support
1. Offer post-implementation support for troubleshooting and minor adjustments.
2. Provide targeted training based on user roles.

Deliverables

1. A detailed work plan outlining key activities and timelines.
2. Regular status updates and issue resolution reports.
3. Comprehensive documentation of configurations, integrations, and customizations.
4. Final training and capacity-building materials.
5. Recommendations for leveraging AI and process automation.

Requirements

Consultant Requirements:

1. A minimum of 5 years of experience working with non-profit organizations.
2. Proven expertise in end-to-end award/grant management.
3. Broad understanding of BD, grants, and contracts processes within non-profits.
4. Salesforce certification and training credentials.
5. Relevant technical and business education qualifications.
6. Demonstrated experience in technical project implementation and analytics.
7. Strong understanding of change management and stakeholder engagement.

Duration and Contracting Model

The consultancy is expected to last for a period of 3-6 months with deliverable-based contracting, starting from February.

Application Process

Interested consultants are invited to submit:

1. A proposal detailing their approach to the consultancy, including timelines.
2. A detailed CV (for individual consultants) or company profile (for firms).
3. Evidence of relevant experience, including references.
4. Financial proposal with expected fees.

Applications should be submitted by 18th February.

Seniority Level: Mid-Senior level

Employment Type: Full-time

Job Function: Other

Industries: IT Services and IT Consulting