Full Time Senior Salesforce Consultant Save

POSITION OVERVIEW

We're seeking a Full-Time Senior Salesforce Consultant who combines advanced technical expertise with strategic thinking and exceptional client partnership skills. This role requires someone who excels at hands-on Salesforce administration and sophisticated automation design—with a particular strength in building and troubleshooting complex Flows. Development skills are a plus but not required.

This is a fully remote position with occasional travel for client meetings or team gatherings. As a senior member of our client delivery team at this young, growing practice, you'll take ownership of our clients' most challenging technical implementations while serving as a trusted advisor who helps them realize their mission through technology. You'll have the opportunity to shape how we work, contribute to our evolving processes, and grow alongside the company.

Compensation: Competitive salary commensurate with experience, plus benefits including health insurance stipend, professional development budget, and flexible PTO.

WHAT YOU’LL DO

Technical Implementation & Problem-Solving

• Flow mastery: Design, build, test, and optimize complex automation using Screen Flows, Record-Triggered Flows, and Scheduled Flows—you're equally comfortable building from scratch or untangling and improving existing automation that's grown unwieldy
• Configure and customize Salesforce platforms including NPSP, Nonprofit Cloud, Sales Cloud, Service Cloud, and Experience Cloud
• Manage advanced Salesforce features including user roles, security settings, profiles, permission sets, sharing rules, and validation rules
• Build and maintain integrations with existing systems and third-party applications
• Perform data migrations, transformations, and complex data management tasks
• Troubleshoot technical issues and provide expert-level support to client users

Client Partnership & Advisory

• Serve as a technical expert and strategic advisor to clients, translating their business challenges into effective Salesforce solutions
• Lead discovery sessions to understand client needs, current processes, and pain points
• Provide strategic technical recommendations grounded in best practices and tailored to each organization's unique context
• Facilitate demos and training sessions that empower clients to maximize their platform's value
• Build trusted relationships with client leadership and technical staff
• Communicate complex technical concepts clearly to non-technical stakeholders
• Proactively identify opportunities to add value and improve client systems

Project Collaboration & Delivery

• Collaborate closely with Project Managers, Business Analysts, and other team members to ensure successful project outcomes
• Participate in project discovery and contribute to deliverables including process diagrams, data models, and user stories
• Break down complex requirements into actionable tasks with clear specifications
• Manage your time effectively across multiple concurrent client projects
• Provide regular updates via ClickUp and Slack, communicating progress, blockers, and risks proactively
• Support project planning by providing accurate time estimates for technical work
• Conduct thorough testing across multiple scenarios before QA handoff

Documentation & Knowledge Sharing

• Create clear, comprehensive technical documentation that enables client self-sufficiency
• Maintain configuration guides, process documentation, and technical specifications
• Contribute to internal knowledge base and best practices
• Mentor junior team members and share expertise across the team
• Stay current with Salesforce releases (3+ per year) and share relevant updates with clients and colleagues

REQUIRED EXPERIENCE & SKILLS

• Salesforce Administrator certification (Advanced Administrator strongly preferred)
• 5+ years of hands-on Salesforce configuration and administration experience, with demonstrated expertise across core Salesforce functionality
• Advanced Flow expertise: Proven track record building complex automation, Screen Flows with sophisticated logic, and troubleshooting/optimizing existing Flows—this is critical to success in this role
• Deep knowledge of Salesforce NPSP and/or Nonprofit Cloud, including program management, fundraising, grants, and volunteer management use cases
• At least 3 years of consulting or client-facing experience—you know how to balance client needs, project constraints, and technical best practices
• Strong understanding of Salesforce data model, security architecture, and integration patterns
• Based in the U.S. with availability during Eastern Time business hours for client meetings and team collaboration
• Experience with data migration tools and ETL processes
• Excellent problem-solving abilities—you can diagnose complex technical issues and design elegant solutions
• Outstanding communication skills, both written and verbal, for client and internal team interactions
• Self-directed work style with strong organizational skills and attention to detail

PREFERRED QUALIFICATIONS

• Development skills: Experience with Apex triggers and classes, Lightning Web Components or Aura Components, and knowing when to use code vs. clicks
• Salesforce Administrator certification (Advanced Administrator or Platform App Builder strongly preferred)
• Additional Salesforce certifications (e.g., Platform Developer I, Experience Cloud Consultant)
• Experience with Salesforce APIs and middleware platforms
• Familiarity with DevOps tools and version control (Git, Copado)
• Experience with data visualization tools like Tableau
• Knowledge of common nonprofit technology integrations (donor management, email marketing, volunteer platforms)
• Prior experience working in or deeply with nonprofit organizations

TECHNICAL PROFICIENCY

• Proficiency in Google Workspace tools (Google Docs, Sheets, etc.)
• Experience using ClickUp or similar project management tools
• Comfortable using Slack for team and client communication
• Understanding of Agile/Scrum methodologies

THIS POSITION IS RIGHT FOR YOU IF:

• Put clients first—you instinctively think about what you'd want if this were your money, your staff, your organization
• Have restless attention to quality—you're not comfortable until the details are buttoned up
• Communicate proactively—you surface issues early and keep people informed without being asked
• Are resourceful and dependable—you bring solutions, not excuses, and own the outcome
• Thrive while juggling multiple projects and demanding stakeholders without dropping balls
• Love mission-driven work and want your technical skills to help organizations create social impact
• Want the startup environment—you're excited to shape processes and to grow with the business

Sertus Partners is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, age, disability, or any other protected characteristic.