Digital Consultant (Salesforce Marketing Cloud)

Overview

To be successful in this role a consultant must have experience with Salesforce Marketing Cloud Engagement and preferably other Salesforce Marketing Cloud products, and knowledge of non-profit fundraising and marketing needs.

This position requires the ability to juggle a number of projects at once. Because most of the work is client-facing, communication skills and a genuine interest in helping people and non-profits are very important. A successful candidate will have the ability to work in a team environment, collaborate with peers and clients, and the ability to build consensus.

Consultant Requirements and Responsibilities

• Currently certified or actively working to attain one or more of the following Salesforce Certifications:
• - Marketing Cloud Administrator Certification
• Marketing Cloud Consultant Certification
• Marketing Cloud Email Specialist Certification
• Marketing Cloud Developer Certification
• Marketing Cloud Account Engagement Consultant
• Marketing Cloud Account Engagement Specialist
• Marketing Cloud Intelligence Accredited Professional
• Salesforce Certified Data Cloud Consultant
• Technology and systems knowledge including:
• Advanced knowledge of Salesforce Marketing offerings, including Engagement, but also some knowledge of Account Engagement, Data Cloud, Intelligence, and Salesforce CRM.
• - Experience with HTML, CSS.
• Experience with Marketing Cloud connect.
• Data Management: creating data extensions, mapping fields, and setting up data flows
• Configure and manage Marketing Cloud functionalities such as email sends, audience segmentation, and automation workflows
• Microsoft suite applications, including Word, Excel, PowerPoint, SharePoint, Teams, OneNote and Access
• Excellent written and verbal communication skills:
• Ability to clearly and appropriately communicate with clients – quickly producing documentation to update clients on status, options, issues.
• Communicate clearly and in a timely manner with Project Lead and Project Manager regarding project updates, complete time sheets and other documentation as required.
• Communicate essential details: status on assigned tasks, next steps, and any emerging issues, quickly and efficiently to project lead or manager.
• Demonstrated ability to learn new systems and skills quickly and be flexible and willing to take on new job tasks as they arise
• Meet or exceed billable and internal hourly expectations on a regular basis
• Demonstrate the ability to self-direct to complete assignments and stay on task, while being flexible enough to handle unanticipated elements of a project. Identify tasks critical to a project’s overall success.
• Proficiency in the following necessary consulting skills:
• Proactively and independently track project budget hours, and scale work to fit within a specific project budget while simultaneously demonstrating flexibility and creativity to meet client priorities with the given resources, budget and time
• Deliver high quality work despite obstacles such as client organizational culture, personality challenges with team and/or clients, and potential challenges with industry partners and product vendors
• Ability to solve problems efficiently and effectively and escalate appropriately when problem is not solved
• Recognize factors that will affect a project’s success and communicate escalations clearly to the Project Lead, or Project Manager, as applicable per the project’s escalation path

Strongly preferred:

• Experience working in non-profit marketing or fundraising
• Experience with JavaScript, SQL, AMPScript
• Technology and systems knowledge including:
• Advanced knowledge of Salesforce for the non-profit sector and digital fundraising and marketing automation tools commonly used by non-profits (Luminate Online, Pardot, Marketo, MailChimp, Constant Contact, NetCommunity, Classy, Rallybound, Springboard, Engaging Networks, etc.)
• Familiarity with other CRM databases for the non-profit sector (Raiser’s Edge, PIDI, iMIS, Microsoft Dynamics, etc.)

• Serve as a consultant on digital projects, including solution selections, fit assessments, and implementations
• Support Implementation of Salesforce Marketing Cloud Engagement: set up emails, forms, and landing pages using out-of-the-box templates
• Conduct details quality assurance tests on your own and colleagues work; ability to troubleshoot HTML, CSS and other bugs
• Set up Data Extensions, Journeys and reports in Marketing Cloud Engagement.
• Work on projects that have components, phases or products that are new to you
• Lead stakeholder interviews to elicit business requirements and design engaging donor and constituent experience across systems
• Conduct solution selection and fit assessment for digital fundraising, marketing automation, event management, e-advocacy, etc. tools) in the context of CRM
• Develop and document implementation strategy including marketing automation solutions and digital fundraising and engagement tools that support cross channel constituent journeys within the CRM ecosystem
• Confidently deliver recommendations and facilitate consensus and decision making across stakeholder groups
• Lead client through end-to-end testing and solution validation
• Deliver end-user training and coaching to ensure adoption
• Develop system design documentation and end-user documentation
• Actively contribute to project teams, and building Heller’s knowledgebase/internal knowledge sharing
• Participate in, contribute to, and/or lead internal initiatives