Salesforce Consulting Partner - Request for Proposal jobs in United States
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Kiva · 8 hours ago

Salesforce Consulting Partner - Request for Proposal

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level

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
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Culture & Values

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

Salesforce Experience CloudTableauData integrationPartner authenticationUI framework designData modelingCollaborationProject managementCommunication

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

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Kiva is an international non-profit organization that enables families to make small loans to entrepreneurs in developing countries.
dateFounded in 2005
location
San Francisco, California, USA
people-size51-200 employees
web-link
http://kiva.org

Funding

Current Stage
Growth Stage
Total Funding
$12.9M
Key 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

Leadership Team

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Schan Duff
Vice President, Strategy
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