Are you equal parts data driven and relationship driven with a good sense of humor and an altruistic streak? You might be an Idealist!

At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development. Idealist Consulting has been B Corp Certified since 2008.

As a Salesforce Solution Engineer, your key contributions will be: delivering impactful pre-sales presentations and deal strategy coaching; expertly translating client needs into tailored Idealist Consulting Services; leading solution and services design and package development; and providing critical thought leadership and strategic influence across Sales and Services.

How You’ll Contribute:

Pre-Sales Presentations & Deal Strategy Coaching
Develop and deliver compelling, customized presentations and demonstrations of Idealist Consulting's proposed Salesforce solutions and as needed throughout the deal cycle
Act as a strategic advisor to the Sales team, providing expert coaching on solution positioning, technical objection handling, and overall sales strategy related to proposed solutions
Contribute to RFPs and assessments as needed
Collaborate with Sales leadership to refine our sales approach, identify key differentiators, and develop effective messaging around our solution capabilities
Provide technical guidance and support during the proposal development process, ensuring accurate scoping and realistic timelines
Translating Client Needs into Idealist Consulting Services
Lead sales discovery and scope estimate design sessions with prospective clients to understand their business objectives, challenges, and technical landscapes
Translate complex client requirements into high level estimates and statements of work that align with Idealist Consulting's service offerings and delivery methodologies
Serve as the crucial bridge between client needs and our service delivery capabilities, ensuring alignment
Solution, Services Design & Package Development
Architect innovative and scalable Salesforce solutions that address client needs while leveraging the full potential of the platform and complementary technologies
Collaborate with Service Delivery leadership to design and package our core service offerings, ensuring they are market-relevant, clearly defined, and effectively communicated
Contribute to the development of standardized solution blueprints, accelerators, and methodologies to enhance efficiency and consistency in our service delivery
Identify opportunities to create new service offerings or refine existing ones based on market trends and client demand
Thought leadership and strategic influence
Stay up to date on Salesforce for Nonprofits road maps and products
Contribute to the development of internal knowledge resources and training materials to elevate the technical expertise of both the Sales and Services teams
Participate in strategic planning sessions with Sales and Services leadership, providing insights and recommendations based on client engagements and market analysis
Collaborate with Marketing on the creation of compelling content (e.g., case studies, white papers, webinars) that showcases our solution expertise
Foster strong relationships with key stakeholders across Sales, Services, and leadership teams

What You Bring to the Table:

Baseline Expectation:
Excellent client-facing written and oral communications skills
Minimum 5 years experience participating in pre-sales engagement as an SE or similar
Experience building scope of work and high-level estimates for time and materials services
Minimum 3 years Salesforce certified Nonprofit Cloud Consultant with additional certification in Experience Cloud, Sales Cloud, or Platform Development preferred
Solid understanding of user centered design, UI/UX, and design thinking
Experience using story mapping methodology to capture business requirements
Minimum 3 years experience utilizing Agile and Waterfall project management methodology
Desire to learn new things and take on challenges
Subject Matter Expertise in Nonprofit Solutioning
Experience working with cross functional teams
Experience in a leadership, management, or mentorship capacity
Extra Credit:
5 years+ in Salesforce consulting, or service delivery role
Deep ties in the Salesforce for Nonprofits ecosystem

What You Can Expect:

Equitable total compensation package with base salary commensurate with experience plus performance bonuses
Standardized growth targets at 90 days, 1 year, and beyond
Humane, no-overtime work weeks and a Hybrid Work Policy with remote options and flexible workday scheduling
Healthcare benefit package options that meet the diversity of our team’s needs with FSA contribution match
Generous Paid Time Off and Family Leave policies
Paid Volunteer Time to encourage civic engagement and community involvement
401k employer match and short-term leave available with tenure

A Little More About Us:

Idealist Consulting was founded in 2006 to help nonprofits and progressive organizations grow mission impact through technology. We’re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.

Base Salary $95,000 - $125,000 + commission earning

Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all. Read our Commitment to Diversity, Equity, and Inclusion on our Ethics page.

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Idealist Consulting

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