Senior Consultant Data Specialist for Association Management Software

  • Full Time
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We are a global leading provider of professional services to the middle market. Our mission is to instill confidence in a changing world, enabling our clients and our team to reach their full potential. Our outstanding team are central to our unmatched, inclusive culture, talent experience, and our ability to captivate our clients. We offer a workspace that prompts and supports you to excel, both personally and professionally. There's no one else like you, and that's why there’s nowhere like RSM.

As part of RSM’s consulting team, you’ll work directly with nonprofit clients, understanding their distinct requirements and delivering superior solutions within the Salesforce NPSP environment. This experience also gives you the opportunity to witness the positive impact your efforts have on the client’s success. This role is within a team responsible for delivering cloud technology solutions, specifically Salesforce Nonprofit Success Pack and related applications (Grant Management, Marketing Cloud Engagement for Nonprofits, Case Management, Experience Cloud for Nonprofits, Elevate, Insights Platform, Accounting Subledger) and integrations, to our clients. Your role will involve requirements gathering, solution design, configuration, testing, training, and post-deployment support. In this role, you will work alongside other Salesforce Consultants, Solution and Technical Architects, and Developers to design, develop, and deliver solutions to our clients.

Key Responsibilities

Beyond the tasks described above, you will have the following measurable goals: Billable vs Non-Billable time objectives - 75% Billable Utilization

The necessary activities for this position include:

  • Outstanding communication skills. You will be engaging with industry-leading organizations and their executive teams, building trust in our ability to understand our client’s business objectives and to create and deliver solutions that utilize the platforms we represent.
  • Creation of design and specifications for standard and custom solutions.
  • Engage with clients to create and document requirements, either on-premise or remotely.
  • Coordinate and lead implementation, audit and discovery meetings, while documenting and developing customer and member journeys.
  • Generate solutions for clients based on business needs and the capabilities of NPSP and other applications and integrations.
  • Create reports and dashboards.
  • Review, test, and draft documentation of solutions prior to client delivery.
  • Maintain awareness of new Salesforce releases.
  • Provide an accurate account of time spent on tasks.
  • Stay aware of budget restrictions.
  • Act as a point of escalation for team members.
  • Attend on-site meetings and training sessions throughout the year.
  • Engage with team members in a collaborative manner.

Minimum Qualifications

  • 3+ years hands-on experience implementing and improving the Salesforce Nonprofit Cloud and Nonprofit Success Pack (NPSP) platform
  • Required Salesforce certifications: Salesforce Administrator, Salesforce Nonprofit Cloud Consultant
  • Experience with Salesforce.org’s modules and solutions such as Program Management, Nonprofit Cloud Case Management, Marketing Cloud Engagement for Nonprofits, Grantmaking, Elevate, and Accounting Subledger
  • Experience with automations and workflows
  • Experience leading discovery sessions and requirement gathering
  • Experience working with nonprofit clients
  • Experience in a consulting environment

Preferred Qualifications

  • Preferred Salesforce certifications: Business Analyst, Tableau CRM and Einstein Discovery Consultant, Marketing Cloud Administrator
  • Capability to swiftly understand new clients, their industry, and business challenges.
  • Experience with remote work
  • Availability to travel up to 35%

At RSM, we offer a competitive benefit and remuneration package for all our staff. We inspire and enable you to prioritize your wellbeing by providing personalized, comprehensive programming for your physical, emotional, financial, and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and the facility for associates to self-manage time off. We offer flexible scheduling, empowering you to balance life's demands while also maintaining your ability to serve clients. Learn more about our total rewards at .

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with the tools they need to succeed in achieving both personal and professional goals. We welcome and support all our employees thri