Salesforce Functional Consultant III - 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 Short

• Guide discovery for project deliverables including software configuration, custom development, and integration.
• Lead technical requirements gathering sessions to analyze client needs and business processes.
• Provide knowledge-backed recommendations on software system configuration and process improvement.
• Educate and train clients on system functionality for go-live stabilization.
• Communicate and collaborate with project managers and developers.
• Maintain an agile delivery to respond to changing project requirements.
• Work in customized Salesforce environments.
• Assist Sales in assessing and scoping new projects.
• Support colleagues with technical assistance and best-practice guidance.
• Engage with the higher ed and nonprofit community as a thought leader.

Requirements

• 5+ years in higher education advancement or development.
• 5+ years non-profit/higher ed CRM experience.
• Ability to collaborate and establish strong working relationships.
• Highly analytical and technically proficient.
• Strong oral and written communication skills.
• Experience as a consultant or with large database implementations.
• Experience leading user training and testing.
• Flexibility and ability to adapt quickly.
• Professional proficiency in English.
• Commitment to diversity, inclusion, and belonging.

Benefits

• Opportunity to work with diverse clients.
• Engagement in meaningful projects.
• Professional development opportunities.
• Collaborative work environment.
• Flexibility in work arrangements.