Nonprofit Salesforce Consultant: Marketing Cloud Account Engagement Specialist

Are you tenacious, pragmatic, with a keen sense of humor?
You just might be an Idealist.

At Idealist Consulting, we help organizations grow through Salesforce implementation, managed services, and custom application development. We are innovators and problem-solvers committed to global progressive action; delivering innovative technical solutions to empower organizations working on some of the world's most important causes and aspire to do no harm and benefit all.

As a Nonprofit Salesforce Consultant:
Marketing Cloud Account Engagement Specialist
, your role will involve close collaboration with clients to offer expert implementation support, optimize systems, and provide ongoing managed services administration. You will lead the configuration and adoption or augmentation of Pardot for nonprofit organizations. This role focuses on design, data structure, integrations, UI/UX and system testing to support client business processes.

This is a part-time contracted 1099 position.

• Specialize in supporting Salesforce implementation projects through Marketing Cloud Account Engagement configuration
• Educate, guide, and empower clients in the Idealist Way
• Translate non-profit business requirements into well-architected solutions that best leverage Marketing Cloud Account Engagement functionality, integrations and product ecosystem
• Set up, integrate, and customize Marketing Cloud Account Engagement to client specifications
• Set up and customize marketing funnels, prospect segments, lead scoring/grading, nurture paths, and reporting, per client specifications
• Support the generation and implementation of test strategies to drive and convert qualified traffic
• Enhance Marketing Cloud Account Engagement usage through lead qualification and automation of business practice
• Balance response times and approvals across multiple assignments
• Plan activities from requirements to solution design using prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality
• Escalate client or consultant capacity concerns to Client Success for resolution support
• Successfully build and nurture long‑term client relationships
• Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization
• Facilitate discovery, through user story collection, grooming, and prioritization
• Customization of new fields, objects, page layouts, workflow rules, list views, etc.
• Customization with Salesforce native objects such as campaigns, email templates, etc.
• Customization of user administration including user setup, permissions, sharing rules, etc.
• Fundamental App Exchange application installation
• Support basic data migration within the data management capabilities of the  platform
• Fundamental data migration within the data management capabilities of the  platform
• Data hygiene upkeep including de‑duplication, owner changes, address validation, etc.
• Report and dashboard development within Salesforce native functionality
• Familiarity with native integrations and the options available to deploy connectors and manage those processes
• Favor declarative functionality and architectural cohesion when solving assigned user stories
• Ensure quality design through validation and user acceptance testing
• Maintain baseline data integrity, hygiene, and security
• Provide documentation to support project team cohesion as well as client understanding and ownership of their system
• Facilitate the selection and implement third‑party solutions and applications as needed
• Support ongoing system operations and user enablement
• Ability to log a case within the Salesforce platform
• Fundamental data entry with detail section and related lists
• Fundamental system analysis & project management
• Stay up to date on Salesforce best practice, ecosystem trends, and product releases
• Advise and train clients on product enhancements, new functionality, and adoption opportunities
• Alert Client Success of new opportunities
• Provide training and documentation for new and existing users
• User training within Salesforce standard functionality

• Baseline…