Salesforce Senior Implementation Specialist (15-month contract)

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, and Tides USA.

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 Senior Salesforce Senior Implementation Specialist who is equally adept at communicating with computers as you are at communicating with people. You have formal certification in Salesforce, like to experiment and build solutions for philanthropy. You’re excited to share your knowledge, and contribute to a growing Salesforce practice. Have fun, work as a team, and "get it done."

WHAT YOU’LL DO

This position is a contract position for 15 months (February 2025 - April 2026) covering maternity leave. Reporting to the Salesforce Delivery Lead, you will be responsible to 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.

RESPONSIBILITIES

• System & Application Architecture Design (40% of your time)
• Design system architecture, including custom data models and workflows using the Solution Design Documentation approach.
• Design Integration Architecture solution for diverse client needs that may include financial services integration.
• Parse out tasks to other team members and help them test and troubleshoot these designed solutions. 
• Build Activities (30% of your time)
• Build out solutions using declarative Salesforce functionality, including automations such as Flow, Approval Processes, etc.
• Set up online portals in Experience Builder for users to review and submit applications, reports and payments.
• Use VisualForce, Apex and more functionalities to streamline processes and carry out a full data migration with Data Loader. 
• Work with various form solutions to create applicant-friendly application forms that balance user experience and data collection.
• Build out integrations with OFAC applications, financial applications and other third-party software.
• Automate emails and communications between the foundation and their applicants to streamline the grant approval process.
• Build reports and dashboards for various roles within foundations to run their operations, and oversee fund management and measure impact.
• Client Success Management Activities (20% of your time)
• Lead discovery meetings to map out business processes with clients, and translate them into requirements for systems.
• Use your Project Management skills to build a positive and long-lasting relationship with our clients.
• Additional Responsibilities (10% of your time)
• Research integration applications that will make our client’s work easier.
• Coach junior team members on scalable solutioning.
• Ideate with our team on how to bring new approaches and practices to our work.
• Produce or contribute to client-specific training, documentation, and blog posts around technology best practices and processes.
• Provide feedback and help enhance Grantbook’s overall operations.
• Co-create your personal and professional development plan.

WHAT YOU CAN OFFER

• Over five years of working with the implementation and technology adoption of Salesforce, ideally in a grantmaking or nonprofit environment.
• Three to five years of experience working with large data sets, either through analysis or supporting system migrations.
• Two to four years of experience designing custom data models and building custom objects
• Bring creative ways to utilize flows, third party components, and integrations to meet complex client needs.
• Prior experience and familiarity working with Application Programming Interfaces (APIs) and relational databases preferred.
• Able to translate plain language stakeholder requests into technical requirements, as well as technical information into plain English.
• Exceptional written and oral communication skills, translating into presentation and report writing skills.
• Self-organizer and problem-solver, prepared to meet tight deadlines across multiple projects, with ability to prioritize and delegate tasks as needed; we would love it if you have run projects from start to finish, taking on various roles.
• Proven interpersonal skills and a customer service oriented approach; we appreciate a consultant with client experience or customer service experience.
• Eligible to travel to and work in client offices across North America.

YOUR SALESFORCE EXPERIENCE

• Required certification: Salesforce Administrator Certification (required), Data Architect (required), System or Application Architect (required), Business Analyst (preferred), Integration Architect (preferred, or working towards), Nonprofit Cloud Consultant (preferred, or working towards).
• Additional desirable certifications: Advanced Administrator, Platform App Builder, Experience Cloud Consultant, OmniStudio Consultant, Identity & Access Management Architect, Development Lifecycle and Deployment Architect.
• Required experience with:
• Flow Builder
• Salesforce Approval Processes
• VisualForce, LWC, Apex
• Diverse Salesforce Integration experience – for example, using MuleSoft AnyPoint Connector
• Bulk data loading tools such as Data Loader, Dataloader.io, Workbench, etc.
• Nice-to-have experience with:
• Nonprofit Success Pack (NPSP), Nonprofit Cloud
• Salesforce tool integrations; typical tools include Formstack Documents, FormAssembly, Conga, MailChimp, DocuSign, etc.)

 

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 would be within the range of CAD $93,600-98,800. 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, a comprehensive benefits package with health spending account, and, after one year with Grantbook, are eligible to buy into Grantbook’s Employee Share Ownership Plan. 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 the Greater Toronto Area. 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!