Zuri Group · 5 days ago
Salesforce Marketing Cloud (SFMC) Functional Consultant
Zuri Group is a consulting firm focused on providing functional support and guidance for Salesforce CRM implementations. The Salesforce Marketing Cloud Functional Consultant will lead client projects, focusing on best practices in software configuration, customization, and user training for nonprofit and higher education clients.
Business IntelligenceCRMInformation ServicesInformation TechnologyManagement ConsultingNon ProfitProject ManagementTraining
Responsibilities
Guide discovery for project deliverables including software configuration, custom development, and integration
Provide expertise and guidance on best practices for Salesforce Marketing Cloud configuration, customization, and development
Train the digital production team on Salesforce Marketing Cloud best practices
Collaborate with stakeholders to understand needs and requirements
Lead technical requirements gathering sessions to analyze client needs and business processes, define and document project scope, and confirm solution viability
Make decisions based on client requirements and configuring ISV solutions
Proactively provide knowledge-backed recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training, including appropriate considerations of budget, timeframe, and client capacity
Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools
Design, validate, and implement critical system components in CRM platforms
Articulate complex system challenges and solutions in an easy to digest manner
Assist in defining the work required to deliver solutions in support of client needs, including level of effort. Provide oversight of project resources, jointly with project management
Adapt to changing circumstances and be comfortable working in a fast-paced, dynamic environment
Work in customized Salesforce environments which include custom objects and workflows
Qualification
Required
2+ years in higher education advancement or development
2-4 years experience with Salesforce Marketing Cloud, with at least 2 years with a strong understanding of its platform and capabilities
Participation and involvement in any CRM system adoption or migration projects, specifically in regards to Email and/or SMS production
Ability to collaborate and establish strong working relationships with various teams and lead conversations about technical concepts with audiences of varying levels of experience, including non-technical stakeholders
Working knowledge of philanthropy practices and advancement services
Enthusiasm for learning and an openness to feedback
Highly analytical, technically proficient, and able to learn new tools and software quickly
Strong oral and written communication skills with a demonstrated ability to document and organize tasks and decisions
Effective in building consensus and communicating with a wide range of stakeholders, including executives and senior level staff
Flexibility and ability to adapt quickly to new situations
Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging
Preferred
Salesforce certifications, such as Salesforce Certified Marketing Cloud Email Specialist, Salesforce Certified Marketing Cloud Engagement Administrator, or similar is highly preferred
Data import and experience migrating data into Salesforce using data loader and/or ETL tools
Advanced Lightning Report skills
Familiarity installing and managing integrated Apps (Outlook/Google, maps, online payment, email, document creation, document management, etc.)
Familiarity with Kindsight Ascend and/or Affinaquest
Experience with CRM Analytics, Conga, Apsona
Visio or similar workflow diagramming
Business Intelligence tools including Tableau CRM
Familiarity and expertise with NPSP, Experience Cloud, UCI's Ascend, or Affinaquest is strongly preferred
Experience configuring ISV solutions
Experience as a consultant or with large database or CRM implementations
Experience leading user training and testing
Experience with Pardot
Experience with DataCloud
Benefits
Medical, Dental, and Vision insurance, some plans covered 100% by Zuri Group.
Health Savings Account (HSA) contribution by Zuri Group on eligible plans.
Basic Life Insurance provided by Zuri Group.
Group plans for voluntary coverage including Short-Term Disability, Long-Term Disability, Life, Accident, Critical Illness, and Supplemental Vision.
401(k) Plan with 3% employer contribution.
Flexible Spending Accounts (FSA) for health and dependent care expenses.
Company cell-phone plans and work-from-home equipment.
Wellness program and an emphasis on work-life balance.
Continuing education time and reimbursement.