Salesforce Nonprofit, Sr Associate

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Salesforce Nonprofit. Senior Associate

As a member of RSM's Association Management Solutions consulting team, you'll work directly with nonprofit clients to better understand their unique needs and deliver excellent solutions within the Salesforce NPSP environment. This experience also allows you to see firsthand the positive impact your efforts have on the client's success.

We are looking for a Salesforce Nonprofit, Senior Associate to be part of the team responsible for delivering cloud technology solutions, specifically Salesforce Nonprofit Success Pack and related applications (Grant Management, Marketing Cloud Engagement for Nonprofits, Case Management, Experience Cloud for Nonprofits, Elevate, Insights Platform, Accounting Subledger) and integrations to our clients Your role will include requirements gathering, solutioning, configuration, testing, training, and post-deployment support. In this role, you will collaborate with other Salesforce consultants, solution and technical architects, and developers to design, develop, and deliver solutions to our clients.

Responsibilities

• Generate design and specifications for out of the box and custom solutions
• Engage with clients to build and document requirements, both on-site and remotely
• Lead and coordinate implementation, audit, and discovery meetings, developing and documenting customer and member journeys
• Build solutions for clients based on business cases and the capabilities of NPSP and other applications and integrations
• Develop reports and dashboards
• Review, test, and generate documentation of solutions before delivery to the client
• Maintain an understanding of the capabilities in new Salesforce releases
• Provide accurate accounting of time spent on tasks
• Maintain awareness of budget and constraints
• Attend training sessions throughout the year

Basic Qualifications 

• 3-5 years' hands-on experience implementing and enhancing the Salesforce Nonprofit Cloud and Nonprofit Success Pack (NPSP) platform
• Salesforce Administrator and Salesforce Nonprofit Cloud Consultant certifications
• Experience with 's modules and solutions like Program Management, Nonprofit Cloud Case Management, Marketing Cloud Engagement for Nonprofits, Grantmaking, Elevate, and Accounting Subledger
• Experience in/with the following:
  • Automations and flows
  • Leading discovery sessions and gathering requirements
  • Working with nonprofit clients
• Advanced communication skills allowing you to interface with industry leading associations and their executive teams
• Ability to build trust and confidence with our client base, while learning about their industry and business challenges

Preferred Qualifications

• Business Analyst, Tableau CRM and Einstein Discovery Consultant, and/or Marketing Cloud Administrator Salesforce certifications
• Previous experience in a consulting environment
• Experience with remote work

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email