Kiva · 10 hours ago
Salesforce Consulting Partner - Request for Proposal
Kiva is seeking a consultant to support the implementation of a Climate Solutions Toolkit using Salesforce Experience Cloud. The role involves setting up the portal, designing user journeys, and integrating data sources to enhance partner engagement and resource accessibility.
FinanceFinancial ServicesFinTechMicro LendingNon ProfitSocial Entrepreneurship
Responsibilities
Salesforce Experience Cloud site setup and configuration
Partner authentication and access model design
Experience Cloud UI framework and user journeys
Translation strategy and process
Climate Compass data integration (FormAssembly → Salesforce)
Impact Survey object configuration
Salesforce object setup and configuration
Resource library implementation (case studies, tools, models, PDFs)
Partner ecosystem mapping
Tableau integration for insights and dashboards
Support for pilot rollout and feedback collection
Qualification
Required
Salesforce Experience Cloud implementation experience
Experience with partner-facing or data-driven portals
Salesforce Experience Cloud best practices knowledge
Secure partner authentication and role-based access design
Scalable data model aligned with Climate Compass and Impact Survey data
Integration experience with FormAssembly and Tableau
Declarative approach where possible
Documentation of architecture, configuration, and customizations
Ability to lead Experience Cloud design and collaborate to plan sprints
Advising on best practices and scalable architecture
Support for integrations and data modeling
Collaboration with Kiva stakeholders throughout all phases
Proposed project team, roles, and Salesforce certifications
Project management and communication approach
Client responsibilities vs. vendor responsibilities
Pricing model (fixed fee preferred; time & materials acceptable with justification)
Cost breakdown by phase and role
Assumptions that materially impact pricing
Identification of risks and practicality of mitigations
Preferred
Experience with multilingual portal implementations
Experience with AI-powered personalization
Experience with Tableau dashboards for internal analysis
Experience with pilot rollouts and feedback collection
Company
Kiva
Kiva is an international non-profit organization that enables families to make small loans to entrepreneurs in developing countries.
Funding
Current Stage
Growth StageTotal Funding
$12.9MKey Investors
Walton Family FoundationBoundless Futures FoundationWomen’s Global Development and Prosperity Initiative
2025-09-10Grant· $1M
2025-03-06Grant· $0.1M
2020-07-06Grant· $2.5M
Recent News
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2025-08-05
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