Salesforce Consulting Partner - Request for Proposal jobs in United States
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Kiva · 6 hours ago

Salesforce Consulting Partner - Request for Proposal

positionUnited States
timeContract
remoteRemote
senioritySenior Level

Kiva is seeking to build a Climate Solutions Toolkit, a Salesforce Experience Cloud portal that provides tailored resources for its lending partners. The selected consultant will support the setup, configuration, and integration of the Experience Cloud site, ensuring effective partner authentication and access, and facilitating data integration and insights generation.

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
Lead Experience Cloud design and collaborate to plan sprints
Advise on best practices and scalable architecture
Support integrations and data modeling
Collaborate closely with Kiva stakeholders throughout all phases

Qualification

Salesforce Experience CloudTableauData integrationPartner authenticationUI framework designScalable architectureSalesforce custom objectsDocumentationCollaborationProject management

Required

Salesforce Experience Cloud best practices
Secure partner authentication and role-based access
Scalable data model aligned with Climate Compass and Impact Survey data
Integration with FormAssembly and Tableau
Declarative approach where possible
Documentation of architecture, configuration, and customizations
Number of Salesforce Experience Cloud implementations completed
Experience with partner-facing or data-driven portals
Approach to user authentication, access, and security
Tableau integration approach
Key assumptions
Key risks or complexities you anticipate
Project plan aligned to Phase 1 (Plan & Scope) and Phase 2 (Build & Pilot)
Key milestones and dependencies
Proposed project team, roles, and Salesforce certifications
Project management and communication approach
Client responsibilities vs. vendor responsibilities
Pricing
Pricing model (fixed fee preferred; time & materials acceptable with justification)
Cost breakdown by phase and role
Assumptions that materially impact pricing
Note any assumptions related to Salesforce, Tableau, or AI licensing
Clearly identify optional services or future-phase work

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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