Salesforce - Senior Consultant, Business Analyst( Nonprofit / Higher Ed )

Appirio   •  

Virtual / Travel

Industry: Business Intelligence


5 - 7 years

Posted 298 days ago

This job is no longer available.


Appirio, a Wipro Company helps customers improve Worker & Customer experiences with outcome-oriented consultants who bring the latest digital thinking and unmatched cloud experience. We create actionable strategies that deliver results quickly, and help organisations adapt to a new experience-driven era. We do this by harnessing the power of one of the world’s largest crowdsourcing communities and thousands of pre-built solution accelerators. Appirio is a trusted partner to some of the world’s largest brands, including YP, Cardinal Health, Coca-Cola, eBay, Facebook, Home Depot, Sony PlayStation, Moen, and IBM. Appirio also partners with some of the largest nonprofits and most prestigious higher education institutions, including Sierra Club, The Leukemia and Lymphoma Society, The American Civil Liberties Union, as well as Georgetown University and Stanford University.

Brief Summary of Role

Appirio Business Analysts (BAs) are tasked with facilitating requirements development sessions to gain an understanding of our customer's current state processes and technology in the CRM space, and supporting implementation work that follows.The BA will uncover current state pain points, and utilize Salesforce best practices to help our Nonprofit and Higher Education customers achieve their mission by getting the most out of the solution. From the session output, the BA will lead design, with the delivery team, for a future state solution and be responsible for its approval and decomposition into user stories.  When appropriate, they will also produce more detailed supporting materials such as business cases, business process diagrams, wireframes and other context diagrams.

As a Certified Salesforce Consultant, the Appirio BA should efficiently synthesize both technical and business information and present implementation needs and options confidently.  The BA presents complex information equally well to an executive audience or a developer community.  The BA has hands on experience implementing functionality and can act as a knowledgeable liaison between technical teams, testing teams and business stakeholders during the implementation phase.


Business Analysts will work onsite and remotely with customers to elicit and analyze their requirements, develop designs, and implement Specific areas of concentration include:

  • Build a clear requirements development strategy for each customer engagement.

  • Strong understanding of Salesforce’s capabilities and limitations and can clearly communicate those to customers.

  • Lead discovery workshops, which includes the facilitation of large audiences, solution presentations, and prototype demonstrations.

  • Ability to organize and drive process reengineering sessions

  • Experience with Org Merge projects

  • Responsible for identification and inventory of customer process pain points and gaps in best practices.

  • Perform rapid analysis and decomposition of complex business information into technical process components.

  • Perform business process modelling, User experience modeling and basic technical architecture diagramming.

  • Can interpret technical and business strategy roadmaps and apply a detailed technical solution.

  • Comfortable building and demonstrating prototypes in Salesforce.

  • Strong presenter to C Suite level audiences as well as technical teams.

  • Comfortable with heavy involvement in user acceptance test planning.

  • Effectively leverage multiple implementation team types (User experience, Change Management, Global Development  Centers, Developer Communities)

  • Has hands on experience in several mid-size, global implementations using in some of  the following areas:

         *System Implementation & Adoption

         * Sales Cloud

         * Service Cloud (including CTI)

         * Marketing Cloud

         * Communities and Mobile

         * platform development

         *’s Apex programming language

Education and Required Experience

  • Bachelor's degree in Computer Science, Software Engineering, MIS or equivalent combination of education and experience

  • 5+ years experience as a Business Analyst or Systems Consultant for a mid-to-large sized Nonprofit organization or Higher Education institution, or direct consulting expertise leading sales and marketing transformation projectsExperience with configuration 

  • Experience with industry-specific CRM and fundraising platforms (e.g., Banner, Raiser’s Edge, Team Approach, Donor Direct, Luminate, eTapestry, etc.)

  • Implementation Experience with established Salesforce-based Nonprofit or Higher Ed solutions such as NGOConnect, AdvancementConnect, Nonprofit Success Pack (NPSP) or the Higher Education Data Architecture (HEDA)

  • Strong presentation and communication skills

  • Experience with configuration preferred

  • Experience with custom development preferred

  • Administrator or Sales/Service Cloud certifications preferred

  • Located and able to work in the U.S. from a home office and able to travel up to 40-60%