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Business Analyst

2 months ago

Portland, United States Idealist Consulting Full time

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.


We're seeking Business Analysts to guide our clients to technical solutions that will amplify their mission impact: that's the Idealist Way.

How You'll Contribute

  • Follow the Idealist Way →


Guide client projects and internal teams through the project life cycle Coordinate and actively manage implementation schedules, resources, and project deliverables independently or in coordination with a Project Manager Utilize prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality


Plan projects from requirements-gathering to solution design and development, testing, and deployment Use project deliverables, including kickoff presentations, project plans, status reports, burn reports, project requirements, user stories, design documentation, and deployment plans


Discover client needs through deep-dive conversations Work with client to define goals, processes, workflows Identify areas for technology usage improvements Identify 3rd party applications for integration Translate needs into user stories and technical requirements


Build solutions, favoring declarative configuration Customization of new fields, objects, page layouts, list views, reports, etc. Automate with Flow


Validate configuration Perform quality testing and facilitate user acceptance testing


Move essential data Perform data hygiene and upkeep including deduplication, owner changes; coordinate with data specialist as needed Fundamental data migration within the data management capabilities of the Salesforce.com platform


Educate clients and administrators on project phases, system functionality, and the Salesforce ecosystem 


Empower client teams by promoting teamwork and a culture of accountability Collaborate with Client Success Manager and Director of Services as needed to resolve project issues or client communication roadblocks  Successfully build and nurture long-term client relationships

Your Background Includes

  • Baseline Expectation →
  • Salesforce Administrator Certification
  • 2+ years Salesforce administration with strong declarative design skills and the ability to deliver customer-driven solutions
  • Excellent verbal and written communication skills including the ability to translate technical concepts to a non-technical audience
  • Ability to engage in multiple projects at one time
  • Creative and analytical thinking with a passion for solving customer problems with software solutions
  • Extra Credit →
  • Multiple Salesforce certifications
  • Strong familiarity with nonprofit business processes, such as fundraising, donor relations, and program management
  • Experience managing projects or engaging in projects with technical and cross-functional components

What You Can Expect:

Equitable total compensation package with base salary and monthly utilization awards

Humane work weeks and a Hybrid Work Policy that allows you to work from wherever you are (as long as there’s an internet connection)

Healthcare benefit package options that cater to all lifestyles

Generous paid time off plans that grow over time

Paid volunteer time to encourage community involvement and a service mindset

401k employer match and short term leave available with tenure


A Little More About Us

Idealist Consulting was founded in 2006 by returning Peace Corps volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. We’re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.


Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all. Read our Commitment to Diversity, Equity, and Inclusion on our Ethics page.