Salesforce Functional Consultant III - CRM

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 this role, you would work directly with clients and lead partnerships as needed for clients ranging from large healthcare systems and universities to arts and cultural organizations and other non-profits. You would play a leadership role in client projects and serve as an agent of change. You possess strong communication skills and demonstrate an inquisitive nature. If you are interested in learning how things function and developing logical solutions to complex problems, this is the role for you!

Job Responsibilities

• Guide discovery for project deliverables including software configuration, custom development, and integration.
• Lead technical requirements gathering sessions to analyze client needs and business processes, define and document project scope, and confirm solution viability.
• Proactively provide knowledge-backed recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training, including appropriate considerations of budget, timeframe, and client capacity.
• Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools.
• Communicate and collaborate with project managers, internal customers, and developers to design cohesive project strategies and ensure effective collaboration throughout all phases of development, testing and deployment.
• Maintain an agile and dynamic delivery to facilitate timely responses to changing project / core solution requirements and customer objectives and innovate ways to meet mission goals successfully.
• Work in customized Salesforce environments which include custom objects and workflows.
• Assist Sales in assessing and scoping new projects including developing cost estimates and contributing to client presentations.
• Support colleagues with technical assistance and best-practice guidance.
• Engage with the greater higher ed and nonprofit community, remaining in the forefront of technological developments, and representing Zuri Group as a thought leader in the industry.

Relevant Skills & Experience

• 5+ years in higher education advancement or development.
• 5+ years non-profit/higher ed CRM experience (BBCRM, Dynamics, Advance, Salesforce, Ascend, and/or Affinaquest).
• Ability to collaborate and establish strong working relationships with various teams and lead conversations with audiences of varying levels of experience.
• Highly analytical, technically proficient, and able to learn new tools and software quickly.
• Ability to relay and explain technical concepts to a broad audience, including non-technical staff.
• Strong oral and written communication skills with a demonstrated ability to document and organize tasks and decisions.
• Experience as a consultant or with large database or CRM implementations.
• Experience leading user training and testing.
• Flexibility and ability to adapt quickly to new situations
• Professional proficiency in written and spoken English sufficient to communicate with both technical and non-technical stakeholders and staff effectively and accurately through all levels of the organization.
• Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging.
• The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.

Bonus Points

• Familiarity and expertise with NPSP, Experience Cloud, Marketing Cloud, UCI’s Ascend, or Affinaquest is strongly preferred.
• A nonprofit or higher education background and expertise in fundraising practices is also strongly preferred.

Salesforce skills:

• Salesforce Administrator Certification (skilled in user management, object/page configuration, environment maintenance).
• Data import and experience migrating data into Salesforce using data loader and/or ETL tools.
• Advanced Lightning Report skills.
• Familiarity installing and managing integrated Apps (Outlook/Google, maps, online payment, email, document creation, document management, etc.).
• Familiarity with UCI Ascend and/or Affinaquest.
• Experience with CRM Analytics, Conga, Apsona, Marketing Cloud.
• Additional Salesforce certifications and badges.
• Visio or similar workflow diagramming.
• Business Intelligence tools including Tableau CRM.

Zuri Group is a safe, inclusive workplace for people of all backgrounds and walks of life. We encourage applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions, and ages, as well as veterans and individuals with disabilities. Some candidates may see a long list of job requirements and feel discouraged because they don’t match every single bullet point – we suggest, please apply anyway. We value potential, curiosity, and willingness to learn, and we are committed to providing training and support to help our employees grow and develop their skills.

WORKING AT ZURI GROUP

All Zuri Group team members need to possess our core qualifications and demonstrate our values.

Core Qualifications

Initiative. Able to work independently with minimal supervision. Proactively seeks additional assignments and responsibilities when necessary.

Communication & Listening Skills. Effectively conveys and receives ideas, information, and direction; listens attentively and clarifies understanding; participates in meetings effectively.

Dependability. Delivers on commitments. Accepts responsibility and is accountable. Gives timely responses to requests.

Leadership. Leads by example, even if staff is not in a leadership or managerial role. Effective in leading teams and/or managing staff. Demonstrates the ability to train, motivate, and guide others.

Zuri Values

Strong Client Relationships. Proactively works to identify opportunities to be of service to clients. Establishes and/or contributes to building personal connections with client partners.

Culture of Connection and Teamwork. Fosters connections within and across teams. Helpful and accessible, responds to colleagues in a timely manner. Able to adapt working style to meet colleague and client needs. Addresses points of conflict directly, with integrity, maturity, and transparency.

Commitment to Excellence. Acquires and demonstrates specialized knowledge and skills required to perform the job. Pays attention to detail, completeness, and accuracy. Delivers a professional work product.

Innovation & Continuous Improvement. Resourceful and creative in meeting job objectives. Makes an effort to learn new skills and keeps current in new developments in areas of job responsibilities. Is proactive with contributions to improving the quality of Zuri solutions.

Healthy Work/Life Balance. Exhibits a positive attitude. Shares knowledge and documentation to avoid "single point of failure." Proactive and organized in covering for others or requesting coverage.

ABOUT ZURI GROUP

Who We Are

Zuri Group provides strategic and technology consulting and expertise to nonprofit organizations. Zuri Group was founded in 2007 to offer nonprofits a unique blend of thought leadership, executive guidance, strategic planning, and hands-on expertise. Our comprehensive solutions help clients leverage technology to build strong relationships with their constituents and achieve fundraising goals.

OUR OBJECTIVES

We provide technology expertise and vision so our clients can focus on their mission. Our goal is to maximize the productivity and success of nonprofit teams through the strategic use of technology. We deliver high-quality work products that quickly and creatively solve complex problems.

OUR APPROACH

We lead with innovation, agility, and honesty. We work collaboratively across teams and levels of organizational structure, proposing creative solutions. We serve as an extension of client teams, often bridging gaps between leadership, development, IT, and marketing. With Zuri Group, it's easier to pull in unison and move projects quickly and efficiently from start to finish.

LOCATION

Remote work has always been Zuri Group’s standard. You are also welcomed to work in our home office, located in beautiful Bend, Oregon.

Zuri Group is an equal opportunity employer.