Business Analyst

1 month ago


Portland, Oregon, 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 ManagerUtilize prescribed project management tools and delivery methodologies to ensure continuity in communication and project qualityPlan 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 plansDiscover client needs through deep-dive conversations
Work with client to define goals, processes, workflowsIdentify areas for technology usage improvementsIdentify 3rd party applications for integrationTranslate needs into user stories and technical requirementsBuild solutions, favoring declarative configuration
Customization of new fields, objects, page layouts, list views, reports, etc.Automate with FlowValidate configuration
Perform quality testing and facilitate user acceptance testingMove essential data
Perform data hygiene and upkeep including deduplication, owner changes; coordinate with data specialist as neededFundamental data migration within the data management capabilities of the platformEducate 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.



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