Overview
The Lead Salesforce Consultant at OpenTent is a pivotal leadership role responsible for guiding a team of Solutions Engineers and providing technical expertise in complex Salesforce projects. This fully remote position offers the opportunity to shape project scopes, ensure quality deliverables, and mentor junior team members while working with a diverse client base.
Job Description
This position at other companies might be called “Principal Consultant.” Lead Salesforce Consultant is a critical and primary leadership role on one of OpenTent’s consulting teams. The position exists to guide, support, and provide technical thought leadership to a team of Solutions Engineers, while also providing individual technical contributions to complex Salesforce builds.
Working alongside a Technical Project Manager, you will be responsible for defining the scope of all projects your team of Engineers take on. You’ll ensure that there is a well-defined backlog of work for each client, that the work is being done correctly and efficiently, and that the team is moving through it and rolling it out to clients in a timely manner.
Your exacting technical eye and extensive Salesforce project experience help you to easily identify the best solutions and ensure they are implemented well.
Here are some things you can expect to do in the role:
SCOPING:
Lead client-facing discovery sessions with an eye towards technical communication, strategy, and data architecture.
Act as primary engineer on complex projects and determine technical approach.
Build, update, and maintain comprehensive backlogs with clearly defined requirements for up to 5 clients simultaneously in collaboration with your teammates. You will be accountable for the quality of work and support of your teammates.
Collaborate with Project Managers to manage communication with clients and internal project teams so that everyone is on the same page and understands issues / features we are working on.
Provide thought leadership on client support requests and help address underlying root causes.
Map complex business processes and design Salesforce architecture and automation to support them.
Take nebulous client problems and help break them down, so that clients and more junior teammates can easily understand how to address them.
Analyze and mitigate risk.
BUILDING:
(Note: You will be responsible for facilitating/leading some of what is listed below, and some items will be worked on in collaboration with other engineers. You won’t need to do all of this alone, but you will be accountable for the quality of work and support of the teammates on your team.)
Build A+ features and fixes in Salesforce for our clients, delivered on time and with long-term viability in mind.
Lead teammates to configure Salesforce to meet (and exceed) client needs.
Integrate Salesforce with third-party tools, including email marketing tools, online forms, and payment processors.
Manage data, including data migration, data mapping, and data cleanup/manipulation, alongside your teammates.
Troubleshoot and resolve complex issues in client instances.
Provide deep technical knowledge and configuration of Nonprofit Cloud and NPSP, as well as commonly used email marketing tools, online forms, and data import tools.
Enhance quality of systems and data through effective design, maintenance and security.
TRAINING:
Train client staff on the Salesforce features you build, both in person and virtually.
Design comprehensive testing and training plans for clients and teammates to support your solutions.
Oversee system rollouts to ensure client success + comprehensive client user adoption.
Coach and mentor junior teammates.
Define and refine technical best practices to support teammates.
Guide teammates in adopting new technologies and navigating new Salesforce releases.
Fuel your personal and professional development by constantly learning more about the software we use, the nonprofit field, and yourself on a personal level. We'll make sure you have the resources to advance your learning.
Your experience
5+ years of experience as a Nonprofit Salesforce Consultant working with multiple organizations.
2+ years of experience managing others.
Salesforce Admin certification and Nonprofit Cloud certification (other Salesforce certifications a plus).
Ability (and excitement) to travel occasionally to client offices or to meet with your teammates (typically 1-2 times per year).
Ability (and excitement) to work out of our offices in Denver or Brooklyn, OR remotely via frequent video conferencing.
Salesforce Developer experience is a plus but not required. The bulk of our work does not involve coding, but some of it definitely does, and if you can rock some Apex + Javascript we will absolutely be putting those skills to good use.
Scrum certifications (Certified Scrum Master or Certified Product Owner) are a plus but not required.
Compensation
Compensation for a Technical Lead role at OpenTent begins at $110,000/year and progresses up to $140,000/year based on experience. Technical Leads are eligible for all of the great benefits offered to full-time OpenTent employees, including excellent no-premium medical coverage for you and your family, unlimited PTO, 401k matching after one year of service, team retreats, paid parental leave, continued professional development, and much more.