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Implementation Specialist

2 months ago

Vancouver, British Columbia, Canada GrantBook Full time
Job Title: Implementation Specialist

We are seeking a highly skilled Implementation Specialist to join our team at Grantbook. As a key member of our Salesforce practice, you will be responsible for leading the implementation of customized solutions on the Salesforce platform, integrating Salesforce and other cloud solutions for grants management, customer relationship management, and related functional areas.

Key Responsibilities:
  • Lead discovery meetings to map out business processes with clients and translate them into requirements for systems that evaluate and rank applications.
  • Design system architecture, including custom data models and workflows.
  • Build out solutions using declarative Salesforce functionality, including automations using Flow Builder.
  • Work with various form builders to create applicant-friendly application forms that balance user experience and data collection.
  • Set up online portals in Experience Builder for users to review and submit applications, reports, and payments.
  • Automate emails and communications between the foundation and their applicants to streamline the grant approval process.
  • 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.
Requirements:
  • 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.
  • High proficiency in the use of cloud solutions, such as G Suite, Office 365, Salesforce, Box, Dropbox, and Asana.
  • Strong interest in developing an expertise in configuring grants management systems in Salesforce.
  • Interest in experimenting with 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.
  • Self-organizer and problem-solver, prepared to meet tight deadlines across multiple projects, with ability to prioritize and delegate tasks as needed.
  • Able to translate plain language stakeholder requests into technical requirements, as well as technical information into plain English.
  • Exceptional written and oral communication skills.
  • Excellent presentation and report writing skills.
  • Proven interpersonal skills and a customer service-oriented approach.
  • Eligible to travel to and work in client offices across North America.
What We Offer:
  • A competitive salary within the range of $93,600 - $101,000, based on experience and skills.
  • 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.
  • A flexible work culture, with four weeks of paid vacation per year, a comprehensive benefits package with health spending account, and eligibility to buy into Grantbook's Employee Share Ownership Plan after one year.
  • Opportunities for career and professional development, with a growing organization and a team that is key to driving our impact on philanthropy forward.
Where We Work:

We are a mostly remote-first team, with a fantastic office for collaborating 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 Toronto. We will consider exceptional candidates from other locations in Canada as well.