North Peak Solutions is hiring a Managed Services Consultant with excellent technical and interpersonal skills, who is passionate about powering nonprofit impact. We are a growing, diversified Salesforce consulting firm that empowers nonprofits and foundations of all types to be CRM-centric with strategic advising and technical expertise.
As part of the Managed Services team, the Managed Services Consultant supports our nonprofit and foundation clients by performing critical functions that monitor and maintain a healthy Salesforce instance. North Peak Managed Services Consultants will work with a portfolio of clients to train users, tackle long overdue technical enhancements and improvements to the existing Salesforce system, and handle issues that might arise from 3rd party integrations, while also looking to the future for further developments to their CRM.
Key Responsibilities
The main responsibilities of a Managed Services Consultant are:
Salesforce Technical Knowledge
- Monitor and perform maintenance within Salesforce to include, but not limited to data quality, user adoption, integrations, etc.
- Configure and design high-quality, cohesive Salesforce.com solutions from unique client requirements
- Document client requirements via User Stories and/or other process documentation
- Troubleshoot and maintain third-party apps including integrations with form providers, online donation service provider and email service providers
- Perform user acceptance testing
- Create and maintain client documentation
Client Portfolio Management
- Directly interact with clients to troubleshoot issues, answer questions, configure technology, and provide thoughtful, contextual advice
- Train users on business processes in Salesforce
- Organize and lead steering committees with users to gain input and feedback and understand their needs
- Own a portfolio of 6-8 clients, with weekly proactive tasks that are organized and documented via our internal project management system
- Works cross-functionally with the Account Management team to flag project risks and identify optimal solutions to ensure positive outcomes
General
- Share knowledge and experience through blog posts, webinars, documentation and other outlets
- Learn new methodologies and improve company standards
- Achieve personal productivity goals assigned by supervisor
- Adhere to North Peak’s values
Skills Required
Our Consultants need diverse skillsets to be successful. Candidates must show proven ability in the following areas:
Technical and Organizational Skills
- Demonstrate clear written and verbal communication skills in the following areas, including but not limited to: business requirements, technical documentation, and training content
- Time management – With a portfolio of clients, knowing how to switch gears without tasks falling through the cracks is essential
- Skill with data maintenance tools (Jitterbit, DemandTools, DataLoader, Apsona, etc)
- Skill with third-party application integrations with Salesforce (online forms, email service providers, payment processors)
- Experience with quality assurance/testing and troubleshooting
- Able to manage many moving parts and details at once
Interpersonal Skills
- Strong problem solving and troubleshooting skills
- Commitment to high quality on all technical work
- Excellent customer/client service
- Strong attention to detail and follow-through
- Strong analytical skills
- Ability to work independently, as well as part of a team, on multiple projects
Qualifications
- 2+ years Salesforce.com System Administrator experience
- Salesforce Certified Admin at a minimum, Nonprofit Cloud Consultant (obtained within 6 months of employment) and other SF certifications desired
- Proficiency in declarative automation – Flows, advanced formulas, etc.
- Experience working with Salesforce and third-party apps (online fundraising, advocacy and email marketing). Experience applying this knowledge for nonprofit organizations preferred
- Familiar with nonprofit strategies and tactics around online fundraising, marketing, program management, and advocacy
- Thorough understanding of Salesforce Administrator role and responsibilities to maintain a healthy, sustainable CRM solution
- Experience in solution design, implementation, training and documentation preferred
- Desire to make a commitment to our team, work, community, and clients
This is a full-time position requiring 40 hours a week and some travel (around 10%). We are a distributed company with team members working remotely.
Open to U.S. work-authorized applicants only who reside in the United States.
