Salesforce Functional Consultant II
United States - Remote Flexibility
CRM Services /
Full-time /
Remote
Overview: The Functional Consultant provides functional support and best practice guidance to Zuri Group clients. This role is responsible for leading and supporting client projects, specifically focusing on Salesforce CRM implementations for nonprofit and higher education clients. The consultant plays a pivotal role in the successful implementation and operation of fundraising software systems, offering expertise in business process design, system configuration, conversion mapping and validation, system customization, reporting and data visualization, user acceptance testing, end-user training, deployment, and post-launch support.
In this role, you would work directly with clients and lead partnerships as needed for clients ranging from large healthcare systems and universities to arts and cultural organizations and other non-profits. You would play a leadership role in client projects and serve as an agent of change. You possess strong communication skills and demonstrate an inquisitive nature. If you are interested in learning how things function and developing logical solutions to complex problems, this is the role for you!
Job Responsibilities
- Guide discovery for project deliverables including software configuration, custom development, and integration.
- Lead technical requirements gathering sessions to analyze client needs and business processes, define and document project scope, and confirm solution viability.
- Make decisions based on client requirements and configuring ISV solutions.
- Proactively provide knowledge-backed recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training, including appropriate considerations of budget, timeframe, and client capacity.
- Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools.
- Design, validate, and implement critical system components in CRM platforms.
- Articulate complex system challenges and solutions in an easy to digest manner.
- Assist in defining the work required to deliver solutions in support of client needs, including level of effort. Provide oversight of project resources, jointly with project management.
- Adapt to changing circumstances and be comfortable working in a fast-paced, dynamic environment.
- Work in customized Salesforce environments which include custom objects and workflows.
- The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.
Relevant Skills & Experience
- 2+ years in higher education advancement or development.
- 2+ years non-profit/higher ed CRM experience (Salesforce, BBCRM, Ascend, and/or Affinaquest).
- Ability to collaborate and establish strong working relationships with various teams and lead conversations about technical concepts with audiences of varying levels of experience, including non-technical stakeholders.
- Working knowledge of philanthropy practices and advancement services.
- Enthusiasm for learning and an openness to feedback.
- Highly analytical, technically proficient, and able to learn new tools and software quickly.
- Strong oral and written communication skills with a demonstrated ability to document and organize tasks and decisions.
- Effective in building consensus and communicating with a wide range of stakeholders, including executives and senior level staff.
- Flexibility and ability to adapt quickly to new situations
- Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging.
Salesforce Skills (Preferred)
- Salesforce Administrator Certification (skilled in user management, object/page configuration, environment maintenance).
- Data import and experience migrating data into Salesforce using data loader and/or ETL tools.
- Advanced Lightning Report skills.
- Familiarity installing and managing integrated Apps (Outlook/Google, maps, online payment, email, document creation, document management, etc.).
- Familiarity with UCI Ascend and/or Affinaquest.
- Experience with CRM Analytics, Conga, Apsona, Marketing Cloud.
- Visio or similar workflow diagramming.
- Business Intelligence tools including Tableau CRM.
Bonus Points
- Familiarity and expertise with NPSP, Experience Cloud, Marketing Cloud, UCI’s Ascend, or Affinaquest is strongly preferred.
- Experience configuring ISV solutions.
- Experience as a consultant or with large database or CRM implementations.
- Experience leading user training and testing.
Salary range for this role is $110,000 to $120,000 per year, depending on experience.
If you feel you can do the job and are excited about this opportunity but are not sure if you meet all the qualifications, consider applying anyway. We’d love to hear from you!
Zuri Group is a safe, inclusive workplace for people of all backgrounds and walks of life. We encourage applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions, and ages, as well as veterans and individuals with disabilities. Some candidates may see a long list of job requirements and feel discouraged because they don’t match every single bullet point – we suggest, please apply anyway. We value potential, curiosity, and willingness to learn, and we are committed to providing training and support to help our employees grow and develop their skills.
Benefits
Full-time employees have access to the following:
- Medical, Dental, and Vision insurance, some plans covered 100% by Zuri Group.
- Health Savings Account (HSA) contribution by Zuri Group on eligible plans.
- Basic Life Insurance provided by Zuri Group.
- Group plans for voluntary coverage including Short-Term Disability, Long-Term Disability, Life, Accident, Critical Illness, and Supplemental Vision.
- 401(k) Plan with 3% employer contribution.
- Flexible Spending Accounts (FSA) for health and dependent care expenses.
- Company cell-phone plans and work-from-home equipment.
- Wellness program and an emphasis on work-life balance.
- Continuing education time and reimbursement.
Location
We are currently working remotely with no return to office date. Applicants may reside in the following states: AR, CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, MO, NE, NH, NJ, NV, OR, PA, SC, TN, TX, VA, WI, WV. Due to FL legislation, Zuri Group is required to participate in e-verify.
