Note: The job is a remote job and is open to candidates in USA. The International Budget Partnership (IBP) is a nonprofit organization that uses Salesforce to manage various operational aspects. They are seeking a Salesforce consultant to enhance their use of the platform by improving integration with external systems and expanding workflows for agreement management.
Responsibilities
- Configure the integration between Salesforce and the DocuSign eSignature package in advance of its end-of-service date in October 2026
- Debug processes in the Salesforce and FormAssembly integration
- Update document templates for Conga Composer document creation and integration
- Build workflows including:
- Scheduled reminder emails to IBP staff on deliverable due dates
- Confirmation emails to partners when Agreements are closed
- Approval workflows for partner reports and deliverables
- Review and improve IBP’s use of the Salesforce Lightning platform
- Implement configuration changes, including updates to custom fields and objects, page layouts, flows, reports, and dashboards, as need arises
- Support data cleanup, migration, and quality assurance as needed
- Troubleshoot and resolve bugs or broken automations
- Provide user training guides
- Configured and tested system integration updates (including the integrations with DocuSign, Conga, and FormAssembly)
- Configured and tested Salesforce workflows for email reminders, agreement closures, and report approvals
- Increased usage of the Lightning Platform
- Timely response to requests for support on ad-hoc/ongoing basis
Skills
- Salesforce configuration experience, including working with Nonprofit Cloud or NPSP
- Prior experience supporting nonprofit organizations
- Familiarity with common nonprofit integrations (e.g., DocuSign, FormAssembly)
- Experience with system configuration, external integration, and Salesforce workflows
- Proficiency in English
Company Overview