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Telecommute Salesforce CRM Consultant

Posted about 2 years ago


Job Type:

Full Time

Location: Poughkeepsie, NY Remote/Anywhere

Setup, customize and develop instances for multiple clients. Support and empower nonprofit organizations and charities in their missions.


Setup, customize and develop and related app implementations, drawing on your relevant past experience and understanding of best practices surrounding CRM, lead flow management, Custom Objects, Relational Data and

Ensure that the configuration of our clients' installations and associated systems are implemented according to their needs and best practices

Ensure that CRM installations run as intelligently and efficiently as possible through continuous improvement and managment

Normalize data provided by client for import into

Perform bulk import operations into via Data Loader utility

Create custom reports and report types


Fluency in the English language

Excellent organization, interpersonal and communication skills

Ability to work independently and prioritize tasks without a project manager

Ability to work collaboratively with team members and a project manager on a complex projects

Strong attention to detail and astute diagnostic skills

Ability to analyze complex problems, develop creative solutions

Strategic and forward-planning thought process

Experience working with cross-functional teams in an unstructured environment

Ability to learn quickly and to operate in a fluid, fast-paced environment

Proven ability to overcome obstacles

B.S. in related field or equivalent hands-on experience

3+ years working in a business analysis, project management or similar role

2+ years experience implementing or administrating a using sales, marketing and CRM objects

Expert in Microsoft Excel 2010+ with strong knowledge of filters, text functions, lookup functions, data formatting and Array Formulas

Understanding of online marketing acquisitions and program management

Understanding of CRM and customer care systems management

Experience with data migration

Experience with Luminate CRM, CauseView, RoundCorner, or Affinaquest a plus

Apply Now! 🤞

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