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Senior Salesforce Consultant (Philanthropy)
Company: Exponent Partners
Location: Fully Distributed (Remote), US
Employment Type: Full Time
Date Posted: 05/17/2021
Expire Date: 07/17/2021
Job Categories: Consulting Services
Job Description
Senior Salesforce Consultant (Philanthropy)
Exponent Partners is seeking an exceptional and experienced Senior Salesforce Consultant to join our Philanthropy Team. We work with a variety of philanthropic organizations, including private, family, and community foundations, to successfully design, develop & deliver high-value projects that help them advance their mission, vision, impact, programs and operations. Exponent Partners supports funders in developing and strengthening their strategies to move to a more just and equitable world.

Deep knowledge of the philanthropic sector is a must; prior experience as a grantmaker (in an independent, family, community, or public foundation context) is strongly desired. In addition to direct client work, the Senior Consultant will meaningfully contribute to Exponent Partners’ internal and external thought leadership.

The Sr. Consultant must possess exceptional presentation and communication skills (both written and verbal); the demonstrated capacity to analyze complex problems and generate thoughtful solutions; the ability to present complex technical concepts to non-technical resources; and a history of successfully stewarding trusted client relationships.

The successful candidate will have a high degree of social and emotional intelligence and a commitment to respectful collaboration. This individual will be flexible, self-directed, work well in team settings with diverse staff, and must be able to produce and deliver high quality deliverables in a fast-paced dynamic and demanding environment all while maintaining a focus and commitment to “customer success”.


Under the supervision of the Director of Client Services- Philanthropy, Fundraising & Education, this position includes the following responsibilities:

Consulting with clients where you will:
Plan and facilitate meetings with leadership staff, project team members and other key stakeholders
Oversee or prepare written materials and presentations for clients
Build, sustain & grow productive, trusted partner relationships with clients
Communicate with clients to understand and analyze their business needs
Review, analyze, and evaluate client’s current business systems & documentation to understand their needs
Document potential solutions to address client needs, with estimates provided for preferred solutions
Facilitate discovery sessions to successfully capture requirements
Designing Salesforce Solutions where you will:
Document complex business processes (workflows) and requirements (user stories, use cases, wireframes)
Create, both individually and with the project team, quality deliverables
Implementing Salesforce.com solutions, where you will:
Collaborate with other Consultants, Developers, Solution Architects and Project Managers on the successful implementation of Salesforce solutions
Follow advanced architecture, solution, and platform-specific technical best practices
Provide hands-on Salesforce.com (and Salesforce.com-related technology) customization and configuration following requirements and solution design
Deliver trainings to client testers, system administrators and power users
Configure Salesforce and add-on solutions to meet approved client requirements
Manage your allocated work budget & schedule in conjunction with the Project Manager
Document knowledge-transfer for the client and Customer Success team
Review proposed architecture, design and configurations of team members
Contributing to Thought Leadership, where you will:
Author articles, blogs, e-letters, and other written materials reflecting wisdom/knowledge gleaned from philanthropic sector engagements
Present at philanthropy sector conferences, webinars, and other peer forums
Develop knowledge base on Salesforce.com and related technology solutions

Minimum of a BS/BA degree
Experience working in diverse communities and across social, economic, and cultural differences
3+ years of relevant work experience in the philanthropic sector/consulting experience
3+ years experience with Salesforce.com customization, configuration & consulting
Required Salesforce.com consultant certifications:
Advanced Administrator
Salesforce Consultant
Strongly preferred:

Experience with Salesforce-related technologies such as the Nonprofit Success Pack, FormAssembly, Conga, Drawloop, foundationConnect; GMS, SKUID
Salesforce.com Non-profit Cloud Consulting certifications
Qualifications & Requirements

Social and emotional intelligence:
Ability to work well in diverse teams; make meaningful client connections; “read the temperature” of a room through skilled facilitation; enable consensus; and remain calm, productive, and upbeat in a high pressure, fast paced, constantly changing environment.
Commitment to personal and professional growth; intellectual curiosity, & creativity.
Communication and presentation skills (verbal and written):
Ability to present complex concepts, findings and recommendations in succinct, salient and readable formats; and be able to articulately communicate information of a complex and/or sensitive nature through various media.
Analytical skills:
Ability to tackle large and complex problems in topical areas of interest by parsing out issues, weighing pros and cons, identifying common themes and patterns, and developing recommendations for consideration.
Interpersonal relational skills:
Ability to interpret and work productively within diverse organizational cultures, enabling strong rapport and productive consensus amongst internal and external stakeholders.
Management skills:
Ability to seamlessly juggle multiple projects simultaneously, providing different roles and services, addressing different topical areas, supervising and/or contributing to team work, managing workflow, and ensuring that high quality materials are delivered on time and on budget.
Congenial, collaborative, respectful, self-reflective, high degree of integrity, strong work ethic, sense of humor.
Contact Information
Company Name: Exponent Partners
Website: https://exponentpartners.bamboohr.c...
Company Description:
Who We Are: We’re a passionate, mission-driven technology consulting firm that exclusively serves nonprofits. Our social mission to amplify nonprofit impact is powered by our belief that the right technology can transform an organization’s social impact. We are committed to developing the tools needed to support successful outcomes in the social sector. Exponent Partners strives to be a changemaker that drives positive, progressive change using the tools at our disposal; and to build an organization that is good for our employees and that reflects the kind of values that we want to see in our community and society. Exponent Partners has four core values: Diversity, Learning, Innovation, and Impact. We are committed to building a diverse team that represents a variety of backgrounds, perspectives, experiences, and skills because we believe diversity drives impact. We understand that candidates will not check every box that we have listed here. If this role and the mission of our organization seem interesting, please apply. We embrace principles of nondiscrimination on the basis of race, color, religion, national origin, gender, age, disability, sexual orientation, or transgender or veteran status. We strongly encourage people of color, women, and LGBTQ candidates to apply.
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