Salesforce Implementation Specialist

At Grantbook, we celebrate, support, and thrive on diversity and strive to create an inclusive environment for our teammates, our client partners, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills and welcome applications from all qualified candidates.

We want to remove barriers that may limit you from joining Grantbook. Email us at hiring@grantbook.org to let us know how we can provide you with reasonable accommodations through our application process.

WHO WE ARE

We are a digital transformation consultancy, Registered Salesforce Consulting Partner and Certified B Corp with big dreams for the future of philanthropy. Our diverse team of techies and do-gooders works closely with foundations to help them unlock the full potential of their processes, teams, and technology so that they can do their good—even better.

We’ve worked with some of the world’s largest foundations, including the William and Flora Hewlett Foundation, Arnold Ventures, Tides USA, and the JW McConnell Foundation.

HOW WE WORK

We’re an ideal match if you seek autonomy, mastery, and purpose in your work. We take pride in a participatory work culture, where learning trumps ego. Curiosity, experimentation and a human-centred approach are core to how we do meaningful work together and to how we respond to the evolving needs of our clients.

We live our values of accountability, candour, empathy and daring. Policies are transparent and team members are empowered to make decisions about areas that affect them most. This allows our team to work flexible hours and from where they are most inspired (even pre COVID-19!). We trust each other to stay accountable and get stuff done. 

WHO YOU ARE

You are a self-motivated Salesforce Implementation Specialist who is equally adept at communicating with computers as you are at communicating with people. You like to experiment in Salesforce and build solutions that make life easier for those you work with. While you have formal certification in Salesforce, you want to blend that with a desire to make an impact on philanthropy. You’re also excited to share your knowledge, and contribute to a growing Salesforce practice. 

WHAT YOU’LL DO

As a Salesforce Implementation Specialist, you’ll build customized solutions on the Salesforce platform and help integrate Salesforce and other cloud solutions for grants management, customer relationship management, and related functional areas that meet our foundation clients’ needs. 

RESPONSIBILITIES

Implementation & Build Activities (40% of your time)

• Build out solutions using declarative Salesforce functionality, including complex automations using Flow Builder.
• Work with various application integration solutions that ensure data is collected, analyzed and visualized that are user friendly and meeting business requirements.
• Set up online portals in Experience Builder for different audiences, including grantees, reviewers, auditors etc., each with their own branding, functionality and security requirements.
• Automate communications between the foundation and their applicants to streamline the grant approval process.
• Create a security and access plan and build inSalesforce per the client’s needs, including but not limited to GDPR rules.
• Set up integration for bi-directional data flow according to agreed upon business rules that are secure. Examples are financial, document, e-signature, application, and translation integrations; and functional applications that improve the flow functionality.
• Create customized reports and dashboards based on various objects for various roles within foundations to understand operations, identify potential bottlenecks, and oversee fund management and measure impact against benchmarks.
• Develop continuous cycle, QA and UAT testing, deployment, and support of new features and changes to ensure systems are available and functioning for staff as intended
• Responsible for launch activities for new environments as well as complex existing
• environments

System & Application Architecture Design (30% of your time)

• Design system architecture, including custom data models and workflows.
• Design Integration Architecture solution for diverse client needs, including financial services integration.

Client Success Management Activities (20% of your time)

• Lead discovery meetings to map out business processes with clients and translating them into requirements for systems that evaluate and rank applications.
• Use your Project Management skills to build a positive and long-lasting relationship with our clients.

Additional Responsibilities (10% of your time)

• Prepare and facilitate internal training on products and functionalities in the Salesforce ecosystem for internal colleagues.
• Produce or contribute to client-specific training, documentation.
• Write blog posts around technology best practices and processes.

WHAT YOU CAN OFFER

Must have:

• Two years of working with the implementation and technology adoption of Salesforce.
• Two years experience working with flow for data collection, such as application and report forms, leveraging data tables and multi-branching.
• Two years working with large data sets, either through analysis or supporting system migrations.
• Two years experience in translating non-technical business requests to technical requirements
• One year experience working with integration applications, specifically FormAssembly, FormStack, DocuSign, Conga.
• Proven interpersonal skills and a customer service-oriented approach.

Nice to have:

• Two years working in a grantmaking environment, including in Salesforce grantmaking product solutions, specifically foundationConnect, Outbound Funds Module, NPSP, Nonprofit Cloud, Grantmaking.
• One year experience working with Application Programming Interfaces (APIs) and relational databases.
• Eligible to travel to client offices across North America.

 YOUR SALESFORCE CREDENTIALS

Must have:

• Salesforce.com Certified Administrator
• Salesforce.com Certified Advanced Administrator
• Salesforce.com Certified Sales Cloud Consultant
• Salesforce.com Certified Experience Cloud Consultant
• Salesforce.com Certified Platform App Builder
• Salesforce.com Certified Non-Profit Cloud Consultant
• Copado Certified Fundamentals I

Nice to have:

• Salesforce.com Certified AI Associate
• Salesforce.com Certified Einstein Prediction Builder (AP Credential)
• Salesforce.com Certified Data Architect
• Salesforce.com Certified Integration Architect
• Salesforce.com Certified Sharing and Visibility Architect

 

HOW YOU’LL BENEFIT

SALARY & BENEFITS

Grantbook has a transparent salary structure with 6 levels, from A through F. We are looking for a candidate who has hands-on experience with Salesforce implementation and can make recommendations as to best practices, at the salary level of C. Your starting salary will be CAD$84,376.50. Throughout your interview process, we’ll learn more about your skills and experience and determine your salary based on what you bring to the team.

We take pay equity at Grantbook very seriously and strive to ensure everyone on our team is accurately and fairly compensated for their work. This means someone who is less comfortable negotiating a higher salary won’t be financially penalized compared to someone who readily argues for higher pay. Our salary bands are tied to similar roles in the market. We scan similar organizations—size, sector, culture— with the goal to provide competitive compensation. Each level reflects a stage of progress at Grantbook defined by expected experience and skills for that level. 

In addition to base pay, all Grantbook team members will enjoy a bonus—an equal share of a dedicated portion of profits set aside to reward the whole team for exceptional performance on our impact goals.

Grantbook also boasts a flexible work culture (even pre-COVID-19), and all team members receive four weeks of paid vacation per year, and a comprehensive benefits package with health spending account. For more information, visit our Culture & Careers page.

CAREER & PROFESSIONAL DEVELOPMENT

As a growing organization there are continual opportunities to learn, whether it is developing a new skill set or bringing a new product/service offering to market. You, along with the rest of our team, will be key to driving our impact on philanthropy forward.

WHERE WE WORK

We are a mostly remote-first team, with a fantastic office for collaborating (and having pizza lunches) centrally located by Sherbourne subway station in Toronto. We have team members in Vancouver, but the majority of our staff is located in and around Toronto. We will consider exceptional candidates from other locations in Canada as well.

HOW WE HIRE

As a company dedicated to social good for our clients, our team, and the world, we try to be as transparent as possible about how we work. That includes how we hire. View our hiring process to learn more. Don’t forget to include a cover letter—we’re keen to learn about who you are, not just what you’ve done!