Author - Team Heller

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Project Manager
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Senior Technical Consultant
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2018 Reflections
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3 Ways to Minimize a Productivity Dip
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Guest Post: 8 Dos and Don’ts for Crafting Your Fundraising Strategy
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Michael Marquez
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Jonelle Bowers
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Lillian Fleer
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New Resource: Preventing Unexpected Costs in CRM Implementations
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Making the Most of Dreamforce 2018

Project Manager

Heller Consulting’s work within the non-profit sector combines technical expertise with hands-on understanding of nonprofit operations. Project Managers are a key component to a project’s success at Heller, ensuring that the stated project objectives are met, the project comes in on time and in budget, and that we deliver a high-quality solution. Project Managers are accountable for driving projects to success while delivering them on time and on budget.  Project Managers are responsible for obtaining client satisfaction, managing client expectations, effectively leading project teams, furthering the firm’s goals, improving our methodology.

This position requires sophisticated project management skills and the ability to handle a portfolio of projects. Because most of the work has a high level of client engagement, strong interpersonal and written communication skills as well as a genuine interest in helping people and nonprofits are very important. The ability to collaborate closely with peers and clients while building consensus is also critical for success in this position.

Responsibilities

  • Manage project life cycle for Salesforce implementations, Constituent Relationship Management (CRM) roadmap and strategy services, and other Heller service offerings
  • Provide strategic support and guidance on projects to the team and client
  • Develop project plans based on scoped business process and technical requirements.
  • Manage project scope delivery from inception to closure
  • Define, develop and actively manage implementation schedules and project budgets
  • Coordinate & manage Heller internal resources and occasional external subcontractors,
  • Mitigate project risk by utilizing proactive communication, budget analytics and by gaining trust from the client
  • Manage communications with client and project team
  • Manage project team & foster collaboration and effective team performance
  • Develop and maintain accurate and consistent project reporting for internal reporting standards and client reporting requirements
  • Actively participate in Heller Consulting’s knowledge base
  • Contribute to the refinement of existing services and development of new service lines at Heller Consulting

Required Skills

  • Minimum of 1 year project management experience
  • Previous experience with Salesforce as an end user, experience as a system administrator is a strong plus
  • Strong written and verbal communication skills
  • Experience managing projects with technical and cross functional/departmental components
  • Knowledge of cloud-based tools, techniques, systems and solutions
  • Experience managing implementations of Salesforce.com strongly preferred
  • Previous experience working with nonprofits, experience working in fundraising and program management is a plus
  • Exposure to and knowledge of Change Management practices and approaches

Preferred Qualifications

PMP Certification

Additional Benefits

We offer competitive compensation packages commensurate with experience, health and retirement benefits, educational opportunities for continual growth, and a strong team support framework.

This is a regular, full-time, management (“exempt”) position.  In a standard workweek, an average of 30 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 30% of the time.

Click here to apply.

Heller Consulting is an Equal Opportunity Employer. In keeping with our beliefs and goals, no employee or applicant will face discrimination/harassment based on: race, color, ancestry, national origin, religion, age, gender, marital domestic partner status, sexual orientation, gender identity, disability status, or veteran status.

Senior Technical Consultant

Heller Consulting’s work within the non-profit sector combines technical expertise with hands-on understanding of non-profit operations. Our projects include highly technical Salesforce implementations involving custom Apex/Visualforce/JavaScript/Lightning component solutions, complex environment management and deployment, and custom API integrations. This position participates and leads in delivering the full breadth of these technical services. Success in this role requires a thorough knowledge of Salesforce and non-profit operations, as well as advanced knowledge and experience in the following technologies and processes:

  • Salesforce Apex, Visualforce, and JavaScript coding
  • Salesforce integrations using ETL tools such as Jitterbit and Informatica
  • Complex Salesforce environment management
  • Salesforce deployment processes and tools such as Gearset or ClickDeploy.io

A strong candidate will demonstrate the ability to work with organizations to define their needs and create technical solutions to meet them, the ability to ramp-up on complex projects quickly, good client communication skills, a genuine interest in helping people and non-profits, the ability to work well with non-technically savvy clients, and the ability to take a leadership role on our services team.

Responsibilities

  • Lead technical projects
  • Create and deliver custom technical solutions for clients using a subset of the technologies listed above
  • Gather client technical and configuration requirements for custom solutions
  • Analyze client’s current technical practices and make recommendations for improved effectiveness and efficiency
  • Facilitate decision making processes around technical solutions with clients and confidently deliver technical recommendations
  • Conduct testing sessions with clients for technical solutions
  • Deliver end-user training for technical solutions
  • Develop system and process documentation for technical solutions
  • Configure Salesforce solutions according to design specifications
  • Actively participate in Heller Consulting’s knowledge base
  • Contribute to the refinement of existing services and development of new service lines at Heller Consulting

Required Skills

  • General understanding of project management methodologies for technical projects
  • Expert knowledge of Salesforce (Classic and LEX)
  • Proficient in all aspects of Salesforce Administration and Configuration
  • Proficient in application of Apex, Visualforce, JavaScript and Lightning component solutions
  • Proficient in Salesforce integrations and ETL tools
  • Advanced understanding of relational databases
  • Nonprofit operations experience
  • Excellent written and verbal communication skills
  • Strong project management skills
  • Ability to learn new skills quickly and be flexible and willing to take on new job tasks as they arise
  • MS Office, including Outlook, Word, Excel, Access and PowerPoint

Preferred Qualifications

Salesforce Developer I, Developer II, Certified Development Lifecycle and Deployment Designer, Certified Integration Architecture Designer

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.

Heller Consulting is an Equal Opportunity Employer. In keeping with our beliefs and goals, no employee or applicant will face discrimination/harassment based on: race, color, ancestry, national origin, religion, age, gender, marital domestic partner status, sexual orientation, gender identity, disability status, or veteran status.

2018 Reflections

It’s hard to believe that 2018 has come and almost gone. We’ve tackled big problems for our clients, solved challenging technology puzzles and collaborated to put forth some of our best work to date. Before we look ahead to an exciting 2019, we chatted with some of our team members about their 2018 reflections and what work inspired them this year.

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3 Ways to Minimize a Productivity Dip

There’s a reason many of us put off getting a cell phone until we have to: for the first couple days (or weeks, in some cases), everything takes longer. There’s the upfront investment of time to set preferences the way you like them, authenticate passwords, and learn which buttons do what when. Getting a new device makes you think again, makes you pay attention. It can be tiresome, inconvenient and sometimes frustrating. This same scenario plays out on a large scale across organizations when making a large technology change, and it’s called a productivity dip.

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Guest Post: 8 Dos and Don’ts for Crafting Your Fundraising Strategy

No matter if your team is planning this year’s annual fund campaign or gearing up for a long capital campaign, you need to start planning your fundraising strategy to ensure your success.

Bob Happy from Averill Solutions shares these tips for managing successful fundraising campaigns.

Read More

Michael Marquez

Michael Marquez
Consultant

Before joining Team Heller, Michael worked for California based nonprofits in various roles. These include Data Analyst at CASA of Los Angeles, Salesforce Manager at the 2015 Special Olympics World Games, CRM Manager at U.S. Vets, and Data Systems manager at the California Charter Schools Association. He also held a role of Senior Project Manager for a Salesforce consulting firm specializing in for-profit businesses. Michael holds a Bachelor of Arts in Economics from California State University at Los Angeles. During his free time, Michael enjoys camping, hiking, traveling, and exploring the great city of Los Angeles with his wife and young son. Most weekend nights, you will find Michael at a local L.A. venue with one of the two Latino bands in which he plays bass.

Jonelle Bowers

Jonelle Bowers
Consultant

Before joining Heller in 2018, Jonelle worked in the nonprofit sector for over twelve years, primarily in donor development for organizations of all sizes and missions. She served as Development Director for the Watershed Center Grand Traverse Bay where she led a major Salesforce Implementation project. She then went on to overhaul the Salesforce Data Management processes for Interlochen Center for the Arts’ extensive Annual Fund. Jonelle has a passion for marrying her in depth knowledge of nonprofit operations and fundraising with the most cutting-edge technology to streamline the important work of mission-based organizations. As a native northern California who has settled in Rural Northern Michigan, she spends her free time cooking and hunting for the perfect skipping stone with her children and partner on the shores of Lake Michigan.

Lillian Fleer

Lillian Fleer
Consultant

Prior to joining Heller in 2018, Lillian worked in the nonprofit sector for over twelve years. She served as the Education and Outreach Director at Heyday, a nonprofit publisher, where she made sure books were not just published, but read, discussed, and debated. It was in this role where she led a major Salesforce implementation and became more interested in using her nonprofit expertise alongside her technical expertise to expand the impact of mission-driven organizations. She went on to work for the nonprofit Butler Koshland Fellowships managing donor relations as well as their Salesforce environment and also worked for the San Francisco Public Utilities Commission’s Community Benefits department where she managed and helped build out the Social Impact Partnership’s Salesforce solution. Lillian’s passion for applying her technology skills to support social justice causes shows up in her professional work as well as her volunteer work at places such as Showing Up for Racial Justice (SURJ) SF and Our Family Coalition. A proud rural Vermonter living in the Bay Area, Lillian spends her free time outside in the woods, on the mountains, and at the beach with her wife and son.

Salesforce Certified Administrator

New Resource: Preventing Unexpected Costs in CRM Implementations

Your organization is stuck in the 20th century, technology-wise and it’s taking a toll on your ability to work effectively.  You turn to a new, shiny CRM system that promises to address all your needs and help your team make a big impact. The implementation project starts. Everyone seems to be on board. But as time goes on, the stress of learning new technology piled onto normal everyday tasks begins to wear on employees and morale diminishes. The excitement at the beginning of the project has faded, productivity is dropping, and you’re wondering what could have been done differently to ensure project success.

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Making the Most of Dreamforce 2018

heller-dreamforce-2018

With nearly 200 sessions specifically for nonprofits, over 3,000 sessions total and about 170,000 attendees, Dreamforce 2018 will certainly be an engaging event. It can be overwhelming to figure out how to make the most of it, but the good news is, there is plenty going on, so even if you miss the mark on a couple of your selections or find you really need a nap halfway through day 2, you’ll still get your money’s worth. That said, we do have a couple tips for making the most of it.

We noticed something that mirrors our own experience with clients: last year analytics and online marketing were a huge emphasis, with a lot of new announcements about Einstein, Marketing Cloud and other marketing tools. While there are still great sessions about those things, there is a greater range of sessions on nonprofit functional areas. You can find sessions on volunteer management, call and service center, program analytics and more. This is what we’ve seen in the sector too: amazing organizations rolling up their sleeves and coming up with smart ways to use Salesforce to improve their work across their organizations. Analytics and automation are not just promising buzzwords, but practical tools being used to get the work done. What’s better than that?

Below is a list of the sessions that caught our eyes. We hope you have a great time and we hope to see you there!

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Copyright © 2018 Heller Consulting.