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Business Analyst, Salesforce for Nonprofits

Remote, USA Full-time Posted 2025-11-03
Description: • Tenacious, pragmatic, with a keen sense of humor? You just might be an Idealist! • At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development. • As a Salesforce Managed Services: Business Analyst you’ll work closely with clients to provide post implementation support, system optimization, and/or ongoing administration as contracted. • Provide system administration, design, and optimization services inline with Managed Service contract engagement standards & SLA’s • Educate, guide, and empower clients in the Idealist Way • Balance response times and approvals across multiple assignments • Plan activities from requirements to solution design using prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality • Escalate client or consultant capacity concerns to Client Success for resolution support • Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization • Facilitate client need assessment, through user story collection, grooming, and prioritization • Favor declarative configuration with custom fields, objects, layouts, views, reports, dashboards, and automation • Support validation and user acceptance testing • Ensure baseline data integrity, hygiene, and security • Provide documentation to empower client understanding and ownership of their system • Facilitate the selection and implement third-party solutions and applications as needed • Translate client business requirements into well-architected solutions that best leverage the platforms, products, and applications • Lead data mapping efforts during solution design and implementation phases, ensuring data integrity and usability across systems • Provide on project mentorship for Jnr Consultants and new hires • Assist Sales and Services Teams in preparing estimates for implementation, providing detailed level of effort estimates for proposed solutions and Alert Client Success of new opportunities as identified • Stay up to date on Salesforce best practice, ecosystem trends, and product releases • Advise and train clients on product enhancements, new functionality, and adoption opportunities Requirements: • Baseline Expectation: • Nonprofit Cloud Consultant Certification • Current working knowledge of Salesforce for nonprofits recent releases and roadmap • Able to solve automation requirements with Flow • Excellent verbal and written communication skills including the ability to translate technical concepts to a non-technical audience • Ability to balance multiple project assignments at one time • Creative and analytical thinking with a passion for solving customer problems with software solutions • Understanding of nonprofit business process and complexities • Extra Credit: • Additional Salesforce certifications such as: Experience Cloud • Previous experience as a Salesforce for Nonprofit consultant • Experience managing projects or engaging in projects with technical and cross-functional components Benefits: • Equitable total compensation package with base salary and monthly utilization awards • Humane work weeks and a Hybrid Work Policy that allows you to work from wherever you are (as long as there’s an internet connection) • Healthcare benefit package options that cater to all lifestyles • Generous paid time off plans that grow over time • Paid volunteer time to encourage community involvement and a service mindset • 401k employer match and short term leave available with tenure Apply Job! Apply to this Job

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