Salesforce Implementation Consultant
At Grantbook, we celebrate, support, and thrive on diversity and strive to create an inclusive environment for our teammates, our client partners, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills and welcome applications from all qualified candidates.
We want to remove barriers that may limit you from joining Grantbook. Email us at hiring@grantbook.org to let us know how we can provide you with reasonable accommodations through our application process.
WHO WE ARE
We are a digital transformation consultancy, Registered Salesforce Consulting Partner and Certified B Corp with big dreams for the future of philanthropy. Our diverse team of techies and do-gooders works closely with foundations to help them unlock the full potential of their processes, teams, and technology so that they can do their good—even better.
We’ve worked with some of the world’s largest foundations, including the William and Flora Hewlett Foundation, Arnold Ventures, Tides USA, and the JW McConnell Foundation.
HOW WE WORK
We’re an ideal match if you seek autonomy, mastery, and purpose in your work. We take pride in a participatory work culture, where learning trumps ego. Curiosity, experimentation and a human-centred approach are core to how we do meaningful work together and to how we respond to the evolving needs of our clients.
We live our values of accountability, candour, empathy and daring. Policies are transparent and team members are empowered to make decisions about areas that affect them most. This allows our team to work flexible hours and from where they are most inspired (even pre COVID-19!). We trust each other to stay accountable and get stuff done.
WHO YOU ARE
You are a self-motivated Salesforce Implementation Consultant who is equally adept at communicating with computers as you are at communicating with people. You like to experiment in Salesforce and build solutions that make life easier for those you work with and make an impact on philanthropy. You’re also excited to share your knowledge, and contribute to a growing Salesforce practice.
WHAT YOU’LL DO
As a Salesforce Implementation Consultant, you’ll build customized solutions on the Salesforce platform and help integrate Salesforce and other cloud solutions for grants management, customer relationship management, and related functional areas that meet our foundation clients’ needs.
RESPONSIBILITIES
Implementation & Build Activities (40% of your time)
Build out complex solutions using declarative Salesforce functionality, especially Flow Builder; use of sub-flows going 2-3 levels deep.
Build Experience Builder from scratch for different internal or external audiences, each with their own branding, functionality (e.g. application submissions)and security requirements (e.g. around banking information).
Set up and test integration for bi-directional data flow according to agreed upon business rules that are secure. Examples are financial, document, e-signature, application, and translation integrations; and functional applications that improve the flow functionality.
Create customized reports and dashboards based on various objects for various roles to understand operations, identify potential bottlenecks, oversee fund management and measure impact against benchmarks.
Write and carry out continuous sprint, QA and UAT testing scripts and address feedback.
Deploy new features or entire instances, and test each deployment is complete and without errors.
System & Application Architecture Design (30% of your time)
Design system architecture, including custom data models and workflows.
Design integration architecture, including financial services integration.
Create a security and access plan and build this out in Salesforce per the client’s needs, including GDPR legislation.
Client Success Management Activities (20% of your time)
Lead discovery meetings to map out business processes with clients and translating them into technical requirements for Salesforce.
Use your consulting skills and customer-centric approach to build a positive and long-lasting relationship with our clients.
Additional Responsibilities (10% of your time)
Prepare and facilitate internal training on products and functionalities in the Salesforce ecosystem for internal colleagues.
Produce or contribute to client-specific training and documentation.
Write blog posts around technology best practices and processes.
WHAT YOU CAN OFFER
Must have:
A bachelor's degree in computer science, information systems, business administration, information systems or a related discipline.
Two years of working with the implementation and technology adoption of Salesforce; analyze processes and propose customized solutions.
Two years experience developing flow automations for data collection, such as application forms and integrations, leveraging data tables and multi-branching,.
Two years experience in translating non-technical business requests to technical requirements
Proven interpersonal skills and a customer service-oriented approach to identify and document requirements.
Living in Ontario (or willing to relocate to Ontario) for in-person collaboration and team building on a regular basis.
Nice to have:
Two years working in a grantmaking environment, including in Salesforce grantmaking product solutions, specifically foundationConnect, Outbound Funds Module, NPSP, Nonprofit Cloud, Grantmaking.
One year working with large data sets, either through analysis or supporting system migrations.
One year experience working with integration applications, specifically FormAssembly, FormStack, DocuSign, and Conga.
YOUR SALESFORCE CREDENTIALS
Must have:
Salesforce.com Certified Administrator
Salesforce.com Certified Advanced Administrator
Salesforce.com Certified Sales Cloud Consultant
Salesforce.com Certified Experience Cloud Consultant
Salesforce.com Certified Platform App Builder
Salesforce.com Certified Non-Profit Cloud Consultant
Copado Certified Fundamentals I
Nice to have:
Salesforce.com Certified AI Associate
Salesforce.com Certified Einstein Prediction Builder (AP Credential)
Salesforce.com Certified Data Architect
Salesforce.com Certified Integration Architect
Salesforce.com Certified Sharing and Visibility Architect
HOW YOU’LL BENEFIT
SALARY & BENEFITS
Grantbook has a transparent salary structure with 6 levels, from A (entry level) through F (CEO). We are looking for a candidate who has hands-on experience with Salesforce implementation and can make recommendations as to best practices, at the level C, in the salary range of CAD$85,500 - CAD$93,000. Throughout your interview process, we’ll learn more about your skills and experience and determine your starting salary based on what you bring to the team.
We take pay equity at Grantbook very seriously and strive to ensure everyone on our team is accurately and fairly compensated for their work. Your work week is 37.5 hours, generally Monday to Friday. This means someone who is less comfortable negotiating a higher salary won’t be financially penalized compared to someone who readily argues for higher pay. Our salary bands are tied to similar roles in the market. We scan similar organizations—size, sector, culture— with the goal to provide competitive compensation. Each level reflects a stage of progress at Grantbook defined by expected experience and skills for that level.
In addition to base pay, all Grantbook team members will enjoy a bonus—an equal share of a dedicated portion of profits set aside to reward the whole team for exceptional performance on our impact goals.
Grantbook also boasts a flexible work culture (even pre-COVID-19), and all team members receive four weeks of paid vacation per year, a comprehensive benefits package with health spending account, and, after one year with Grantbook, are eligible to buy into Grantbook’s Employee Share Ownership Plan. For more information, visit our Culture & Careers page.
CAREER & PROFESSIONAL DEVELOPMENT
As a growing organization there are continual opportunities to learn, whether it is developing a new skill set or bringing a new product/service offering to market. You, along with the rest of our team, will be key to driving our impact on philanthropy forward.
WHERE WE WORK
We are a mostly remote-first, hybrid Salesforce team, located in Ontario, with a fantastic office for collaborating (and having pizza lunches) centrally located by Sherbourne subway station in Toronto. We are searching for a team member in Ontario as we are regularly getting together in person for collaborations and team building.
HOW WE HIRE
As a company dedicated to social good for our clients, our team, and the world, we try to be as transparent as possible about how we work. That includes how we hire. View our hiring process to learn more. Don’t forget to include a cover letter—we’re keen to learn about who you are, not just what you’ve done!
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