Archive - April 2018

5 Essential Tips for Crafting an Expert Fundraising Strategy
Salesforce Consultant
Communications Toolkit for System Launch

5 Essential Tips for Crafting an Expert Fundraising Strategy

Guest Post by Aly Sterling

When the only constant element of our political and economic environment is its daily instability, it can be difficult guide your nonprofit with confidence. You can’t always predict what will happen next month (or even next week), but there are some steps you can take to begin ensuring the stability of your organization.

By assessing and optimizing your fundraising strategy, you can increase your organization’s endurance and adaptability in uncertain times.

That is, a strong and adaptive internal process for fundraising strategy is the ultimate safeguard against a rocky environment.

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Salesforce Consultant

Our work within the non-profit sector combines technical and strategy expertise with hands-on understanding of non-profit operations. Success in this role requires advanced knowledge of non-profit operations, technology, strategy and experience with Salesforce. A strong candidate will demonstrate the ability to work with organizations to develop efficient operational business processes and clear workflow systems, while following industry best practices.

Our projects range from facilitating a full database conversion and product implementation to performing operational and/or technical strategic assessments and business transformational consulting.

This position requires strong project management skills and the ability to juggle a number of projects at once. Because most of the work is client facing, strong written and verbal communication skills and a genuine interest in helping people and non-profits are very important. The ability to collaborate with peers and clients while building consensus is also critical for success in this position.


  • Confidently deliver recommendations and facilitate decision making processes
  • Analyze current business practices and make recommendations for improved effectiveness and efficiency
  • Lead requirements gathering, system design, and system configuration
  • Lead and facilitate user acceptance testing
  • Deliver end-user training
  • Develop design and business process documentation
  • Conduct system assessments, develop roadmaps and project plans
  • Lead the migration of client’s CRM data to new system
  • Contribute to the refinement of existing services and development of new service lines at Heller Consulting

Required Skills

  • Excellent written and verbal communication skills
  • Non-profit operations experience
  • Advanced knowledge of Salesforce for the non-profit sector
  • Strong project management skills
  • Ability to learn new skills quickly and be flexible and willing to take on new job tasks as they arise
  • Experience and aptitude to make strategic level recommendations and guide visionary decision making for non-profits. These recommendations could have significant influence over fiscal/budgetary, vision, personnel or future state CRM ecosystems
  • Mastery of MS Office, including Word, Excel, Access and PowerPoint

Preferred Qualifications

  • Salesforce Certified Advanced Administrator, Developer or Architect credential
  • Marketing Cloud Experience

Additional Benefits

We offer competitive compensation packages commensurate with experience, health and retirement benefits, educational opportunities for continual growth, and support a healthy work life balance.

This is a regular, full-time, management (“exempt”) position. In a standard workweek, 35 – 38 hours should be spent on projects & tasks billable to a client. Additional non-billable hours are expected and may include staff training or enrichment, client cultivation or general administration.

This position requires travel up to 40% of the time.

Click here to apply.


Communications Toolkit for System Launch


Change is hard for most people and launching a new CRM system introduces a level of change that can be surprising. “It’s just a piece of software,” we think. But then we log in and start to go about our work and find that nothing is as easy we thought it would be. This isn’t because of system problems (though new systems often have kinks that need to be worked out); it’s because the process, the visuals and sometimes even the data are different than they used to be. All of a sudden, it feels like everything has changed.  The most successful system launches are accompanied by clear, effective and frequent communications that prepare people for the new ways of working and let them know that support is available. In the pages that follow, we outline key components of the communications that make the launch process go as smoothly as possible, complete with real examples from our clients.

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