Salesforce CRM Consultant

Job Type: Full Time
Location: Poughkeepsie, NY Remote/Anywhere

Setup, customize and develop Salesforce.com instances for multiple clients. Support and empower nonprofit organizations and charities in their missions.

• Setup, customize and develop Salesforce.com and related app implementations, drawing on your relevant past experience and understanding of best practices surrounding CRM, lead flow management, Custom Objects, Relational Data, and Salesforce.com
• Ensure that the configuration of our clients’ Salesforce.com installations and associated systems are implemented according to their needs and best practices
• Ensure that CRM installations run as intelligently and efficiently as possible through continuous improvement and management
• Normalize data provided by the client for import into Salesforce.com
• Perform bulk import operations into Salesforce.com via Data Loader utility
• Create custom reports and report types

• Fluency in the English language
• Excellent organization, interpersonal and communication skills
• Ability to work independently and prioritize tasks without a project manager
• Ability to work collaboratively with team members and a project manager on complex projects
• Strong attention to detail and astute diagnostic skills
• Ability to analyze complex problems, develop creative solutions
• Strategic and forward-planning thought process
• Experience working with cross-functional teams in an unstructured environment
• Ability to learn quickly and to operate in a fluid, fast-paced environment
• Proven ability to overcome obstacles

• B.S. in related field or equivalent hands-on experience
• 3+ years working in business analysis, project management or similar role
• 2+ years experience implementing or administrating a Salesforce.com using sales, marketing, and CRM objects
• Expert in Microsoft Excel 2010+ with strong knowledge of filters, text functions, lookup functions, data formatting, and Array Formulas
• Understanding of online marketing acquisitions and program management
• Understanding of CRM and customer care systems management
• Experience with Salesforce.com data migration
• Experience with Luminate CRM, CauseView, RoundCorner, or Affinaquest a plus