Any skills considered "required" are indicated as such. All other skills will be considered in the breadth of your experience.

 

Consulting

You must have either worked as a Consultant or have had an internal role that required consulting to business stakeholders (Required)

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Specific examples will be discussed in your interview

• You must be a highly organized individual who can manage your workload and proactively communicate with other team members regarding the status of your open tasks (Required)

• You must be able to recognize when you need help and ask for it (Required)

• Strong communication skills, both written and verbal (Required)

 

Proficiency in Core Salesforce Clouds (3-5 years experience)

• Sales Cloud (Required)

• NPSP/Nonprofit Cloud

• Lightning Platform (Required)

• Experience Cloud

 

You have been the lead business analyst of one or more solutions built on the Salesforce platform from requirements definition through to production release.

 

Certifications

• Salesforce Certified Administrator (Required)

• Nonprofit Cloud Consultant or Sales Cloud Consultant (Should have one of these)

• Experience Cloud

• Platform Developer

• Pardot Specialist

 

Business Analysis

The business analysis skills below (particularly those indicated as required) are the foundation for this role and will be validated in the interview process

• Lead the facilitation of requirements workshops with business stakeholders (Required)

• Map processes using diagramming tool real-time in workshops

• Define and document business use cases/user stories (Required)

 

Project Management

• Communicate project plan and status updates with key business stakeholders (Required)

• Ensure project management tool tasks are kept up to date (Required)

 

Testing

• Develop and communicate testing plans (Required)

• Build test scripts (Required)

• Manage bug documentation (Required)

 

Training

Develop and communicate training plans

Deliver training sessions or training materials

Training materials are generally use-case based screen recordings

Training sessions are generally virtual session with multiple business stakeholders

 

Declarative Configuration

You will be expected to do solution configurations as part of this role, but there will be another technical resource on your projects that will take the lead for technical delivery, in collaboration with our Solution Architect.

• Objects/Fields

• Flow Automation

• Lightning UI

• Security and Permissions

• Reports & Dashboards

• SOQL Queries

• 3rd Party Applications, specifically related to:

  • Form Building Tools - Form Assembly, Form Stack

  • Document Generation

  • Fundraising - Fundraise Up

  • Email Marketing - MailChimp, Campaign Monitor, Beaufort 12

  • Marketing Automation - Marketing Cloud for Account Engagement (formerly Pardot), HubSpot

 

Data

• Data Mapping

• Manual Data Remediation/Transformation