Implementation Specialist

1 month ago

Toronto, Canada Grantbook Full time

**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 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 some level of formal certification in Salesforce, your skills and talents are mission and interest driven, and you like working with teammates to deliver good solutions.

You're excited to share your knowledge, lead a team and build a growing Salesforce practice. You're eager to join a B Corp and blend a passion for Salesforce with a desire to make an impact on philanthropy.

**WHAT YOU'LL DO**:
At Grantbook, you'll lead a growing practice and mentor an enthusiastic team of Salesforce builders. As a technical 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. You'll also help support and optimize existing Salesforce Grants Management System builds. In this full time role, you'll work closely with cross-functional teams, taking ownership over the technical details, implementation and integration pieces on multiple projects.

**Responsibilities**:
**Salesforce Technical Lead**:
Act as the technical lead of our Salesforce practice you'll be at the forefront of innovating our practices to implement, setup, and deploy Salesforce for clients. In this work, you will get to:

- Design system architecture, including custom data models and workflows
- Build out solutions using declarative Salesforce functionality, including automations using Flow Builder.
- Build out solutions using declarative Salesforce functionality, including automations using Flow Builder.
- Build reports and dashboards for foundation boards and directors to see where their funds are going, and where their impact is measuring against benchmarks
- Implement third party/appexchange tools to enable document generation and file management.
- Develop continuous testing, deployment, and support of new features and changes to ensure systems are available and functioning for staff as intended

**Salesforce Mentorship**:
As an advanced builder on the Salesforce team, you will get to:

- Mentor team members as they develop their Salesforce skills and certifications
- Host learning sessions to share knowledge and build capacity of team members
- Provide coaching to help newer builders get unblocked, solve problems and ideate on solutions
- Develop your leadership skills with an enthusiastic and dedicated team

**Develop Salesforce Practice**:
As we build out our Salesforce team and practice, you will get to:

- Work with Grantbook's Growth team to support the scoping and sales of Salesforce services to grantmaking organizations
- Work with Partnership Lead to grow our Salesforce Implementation Partnership by helping to design and execute on the future state vision of the practice
- Provide thought leadership both internally and with external stakeholders in how Salesforce can best be implemented to operationalize a Foundation's mission and vision
- Further develop our current-state audit and solution evaluation practices by gathering and documenting the functional requirements for new grantmaking systems and processes and bringing ideas for improvement to how we work
- Produce and share client-specific training and documentation, including on-site training, video tutorials, and blog posts around technology best practices and processes
- Ideate with our team on how to bring new approaches and practices to our work

**ADDITIONAL RESPONSIBILITIES**:

- Provide feedback and help enhance

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