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Idealist ConsultingIC

(1099 Contract) Nonprofit Salesforce Consultant: Marketing Cloud Account Engagem

Idealist Consulting is a Salesforce and marketing automation firm that helps nonprofits and progressive businesses grow their impact using technology.

Idealist Consulting

Employee count: 51-200

United States only

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Are you tenacious, pragmatic, with a keen sense of humor? You just might be an Idealist.
At Idealist Consulting, we help organizations grow through Salesforce implementation, managed services, and custom application development. We are innovators and problem-solvers committed to global progressive action; delivering innovative technical solutions to empower organizations working on some of the world's most important causes and aspire to do no harm and benefit all.
As a Nonprofit Salesforce Consultant: Marketing Cloud Account EngagementSpecialist, your role will involve close collaboration with clients to offer expert implementation support, optimize systems, and provide ongoing managed services administration. You will lead the configuration and adoption or augmentation of Pardot for nonprofit organizations. This role focuses on design, data structure, integrations, UI/UX and system testing to support client business processes.

This is a part-time contracted 1099 position.

How You’ll Contribute:

  • Specialize in supporting Salesforce implementation projects through Marketing Cloud Account Engagement configuration
  • Educate, guide, and empower clients in the Idealist Way
  • Translate non-profit business requirements into well-architected solutions that best leverage Marketing Cloud Account Engagement functionality, integrations and product ecosystem
  • Set up, integrate, and customize Marketing Cloud Account Engagement to client specifications
  • Set up and customize marketing funnels, prospect segments, lead scoring/grading, nurture paths, and reporting, per client specifications
  • Support the generation and implementation of test strategies to drive and convert qualified traffic
  • Enhance Marketing Cloud Account Engagement usage through lead qualification and automation of business practice
  • 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
  • Successfully build and nurture long-term client relationships
  • Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization
  • Facilitate discovery, through user story collection, grooming, and prioritization
  • Customization of new fields, objects, page layouts, workflow rules, list views, etc.
  • Customization with Salesforce native objects such as campaigns, email templates, etc.
  • Customization of user administration including user setup, permissions, sharing rules, etc.
  • Fundamental AppExchange application installation
  • Support basic data migration within the data management capabilities of the Salesforce.com platform
  • Fundamental data migration within the data management capabilities of the Salesforce.com platform
  • Data hygiene upkeep including de-duplication, owner changes, address validation, etc.
  • Report and dashboard development within Salesforce native functionality
  • Familiarity with native integrations and the options available to deploy connectors and manage those processes
  • Favor declarative functionality and architectural cohesion when solving assigned user stories
  • Ensure quality design through validation and user acceptance testing
  • Maintain baseline data integrity, hygiene, and security
  • Provide documentation to support project team cohesion as well as client understanding and ownership of their system
  • Facilitate the selection and implement third-party solutions and applications as needed
  • Support ongoing system operations and user enablement
  • Ability to log a case within the Salesforce platform
  • Fundamental data entry with detail section and related lists
  • Fundamental system analysis & project management
  • 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
  • Alert Client Success of new opportunities
  • Provide training and documentation for new and existing users
  • User training within Salesforce standard functionality

Your Background Includes:

  • Baseline Expectation:
  • 3+ years Salesforce administration with strong declarative design skills and the ability to deliver customer-driven solutions
  • 3+ years Marketing Cloud Account Engagement administration or consulting
  • Marketing Cloud Account Engagement Specialist and Consultant certifications strongly preferred
  • Demonstrated expertise in handling complex and customized Marketing Cloud Account Engagement implementations for nonprofits
  • Experience with UI related to Marketing Cloud Account Engagement and an advanced knowledge of flows
  • Familiarity with nonprofit marketing strategy
  • Excellent verbal and written communication skills including the ability to translate technical concepts to a non-technical audience
  • Ability to engage in multiple projects at one time
  • Creative and analytical thinking with a passion for solving customer problems with software solutions
  • Familiarity with project management technology
  • Familiarity with Salesforce for the nonprofit sector and unique needs of nonprofits using Salesforce preferred
  • Extra Credit:
  • Multiple Salesforce certifications, including Salesforce Certified Nonprofit Cloud Consultant (NPC)
  • Familiarity with PROSCI and ADKAR
  • Contractor hourly rates are set based on experience, certifications, and specialization. Idealist Consulting reviews all contractor rate bands at least once annually. Independent contractors define their own availability and capacity. Contractors are not employees of Idealist Consulting and are therefore not eligible for benefits such as healthcare coverage and paid time off. Independent contractors are required to carry their own professional liability insurance policy.

A Little More About Us

Idealist Consulting was founded in 2006 by returning Peace Corps volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. We’re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.
Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all. Read our Commitment to Diversity, Equity, and Inclusion on our Ethics page.

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Job type

Contractor

Experience level

Mid-level

Location requirements

Hiring timezones

United States +/- 0 hours

About Idealist Consulting

Learn more about Idealist Consulting and their company culture.

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The story of Idealist Consulting is one born from a desire to bridge the gap between the private sector's technological prowess and the nonprofit world's critical missions. It all began when founder Rob Jordan, after serving in the Peace Corps in Ukraine, returned with a profound realization. He had witnessed firsthand the immense need for the strategic application of business acumen and technology within organizations dedicated to social good. This experience ignited a lifelong commitment to ethical business and became the catalyst for founding Idealist Consulting in 2006. From its inception, the firm has been dedicated to empowering nonprofits and progressive businesses to amplify their impact through the thoughtful implementation of technology.

What started as a pioneering endeavor to bring Salesforce integration to the nonprofit sector has since blossomed into a comprehensive consultancy. Over the years, Idealist Consulting has grown into a trusted partner for hundreds of organizations globally, guiding them through the complexities of digital transformation. Their journey has been marked by a steadfast commitment to their core values, becoming a certified B Corporation in 2008, a testament to their dedication to social and environmental performance, accountability, and transparency. The 'Idealist Way,' their signature service delivery model, encapsulates their approach: to educate, empower, and guide clients through every stage of their technological evolution. This narrative of purpose-driven growth continues today, as they help organizations leverage powerful tools like Salesforce, marketing automation, and custom application development to streamline operations, enhance fundraising efforts, and ultimately, better serve their communities and the world's most important causes.

Employee benefits

Learn about the employee benefits and perks provided at Idealist Consulting.

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Flexible Schedules

Offers flexible work schedules.

Pet-friendly office

A dog-friendly work environment.

Employer Sponsored Health Insurance

Employer sponsored health insurance.

Employer Sponsored Dental Insurance

Employer sponsored dental insurance.

View Idealist Consulting's employee benefits
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Idealist Consulting

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