Digital Consultant (Salesforce Marketing Cloud)
Overview
*This role can be performed remotely from anywhere in the United States*
This role will be primarily focused on contributing to implementing, integrating, and managing Salesforce Marketing Cloud solutions to deliver engaging constituent and donor experiences for nonprofit and higher education. This includes implementing marketing cloud solutions and coordinating with multiple digital solution vendors to ensure the client is able to meet their short- and long-term fundraising, marketing and engagement goals.
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.
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 nonprofit marketing or fundraising
- Experience with JavaScript, SQL, AMPScript
- Technology and systems knowledge including:
- Advanced knowledge of Salesforce for the nonprofit sector and digital fundraising and marketing automation tools commonly used by nonprofits (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.)
Responsibilities
- 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