About the Role: Loyalty360 is seeking a highly organized, proactive, and relationship-oriented professional to support executive leadership while helping drive membership, sponsorship, event, and research sales initiatives. This is not a traditional administrative role. You'll serve as the operational backbone of our sales and business development efforts—helping manage opportunities, track contracts and renewals, coordinate follow-up activities, maintain CRM data, and ensure prospects and clients receive exceptional service. The ideal candidate thrives in a fast-paced environment, enjoys interacting with people, loves staying organized, and takes pride in making sure nothing falls through the cracks. Key Responsibilities: Executive & Administrative Support: -Manage executive calendars, meetings, and follow-up action items. -Prepare reports, presentations, and business correspondence. -Coordinate internal and external meetings, virtual events, and special projects. -Support conference and event logistics as needed. -Help maintain operational processes and organizational efficiency. Sales & Business Development Support: -Track leads, opportunities, contracts, renewals, and sales activities. -Coordinate prospect and client outreach, follow-up, and meeting scheduling. -Maintain CRM records, pipelines, and account information. -Assist with proposals, sponsorship agreements, contracts, and sales presentations. -Support membership, event, sponsorship, and research sales initiatives. -Research prospective organizations and identify key decision-makers. -Help ensure opportunities move efficiently through the sales process. Executive & Administrative Support: -Manage executive calendars, meetings, and follow-up action items. -Prepare reports, presentations, and business correspondence. -Coordinate internal and external meetings, virtual events, and special projects. -Support conference and event logistics as needed. -Help maintain operational processes and organizational efficiency. Qualifications: -2+ years of experience in executive support, sales support, account coordination, customer success, or related roles. -Strong organizational, communication, and project management skills. -Experience working with CRM platforms such as Salesforce or HubSpot. -High attention to detail and ability to manage multiple priorities. -Proficiency with Microsoft Office and business productivity tools. What Success Looks Like: -Opportunities are consistently followed up on and tracked. -Contracts, renewals, and client communications are managed proactively. -Executive priorities stay organized and on schedule. -Prospects, members, sponsors, and partners receive timely, professional support. -Sales and operational processes run smoothly and efficiently. If you enjoy building relationships, staying organized, and helping drive business growth while working directly with leadership, we'd love to hear from you.

We are a non-profit legal advocacy organization serving foster children in California. We need assistance with efficient data gathering, reporting, integration, automation, dashboard development and more. We are looking for a consultant to provide weekly support as needed.

Salesforce-certified consultant and solution architect with hands-on experience designing and implementing CRM systems for universities across the full student lifecycle — recruitment and admissions, advising and student success, and alumni and advancement. Skilled in architecting Salesforce Education Cloud on a unified data model, configuring multi-campus environments with shared services and per-institution branding and workflows, and integrating the CRM with core university systems such as Ellucian Banner (Ethos API), document management, LMS platforms, payment gateways, and identity providers (SAML SSO). Combines technical depth (data modeling, Flow automation, API-led integration, FERPA-aligned security design) with a configure-first, requirements-driven approach that minimizes custom development and accelerates adoption. Proven at translating complex institutional processes into scalable, maintainable solutions that improve the student experience and operational efficiency.

We are seeking an experienced Salesforce Developer with strong Apex coding skills to support, maintain, and improve our existing Salesforce environment. This role requires someone who can understand an existing Salesforce architecture, review current custom development, troubleshoot issues, and safely enhance workflows without disrupting business operations. The ideal candidate will not only build new solutions but will be able to analyze existing Apex code, automation, and integrations to understand how our system currently works before making changes. Key Responsibilities Develop, maintain, and troubleshoot Apex classes, triggers, and custom logic Review and understand existing Apex workflows, automation, and Salesforce customizations Analyze current code structure and business logic before implementing changes Identify dependencies between Apex, Flows, objects, integrations, and external systems Improve existing workflows while maintaining system stability Build and optimize Salesforce automation using Flow, Apex, validation rules, and custom solutions Support Salesforce data processes including product, pricing, and bulk uploads Troubleshoot production issues and provide root-cause solutions Perform testing and validation before deploying changes Document technical changes and communicate potential impacts Required Experience Salesforce Platform Developer II certification (required) Strong hands-on experience with: Apex development Apex triggers SOQL/SOSL Existing Apex code review and debugging Salesforce Flow and automation Custom objects, fields, relationships, and security model Data migrations and imports Salesforce integrations and APIs Experience taking over and improving existing Salesforce implementations Ability to understand business processes and translate them into technical solutions Strong troubleshooting skills with a focus on preventing repeat issues Availability & Time Zone Requirements Our headquarters are located in Phoenix, Arizona (Mountain Time Zone). We require a developer who can be responsive during our business hours for communication, troubleshooting, and collaboration. Requirements: Regular overlap with Phoenix business hours Timely responses during working hours Availability for occasional urgent production issues Ability to join calls when technical issues require real-time discussion We are looking for a long-term Salesforce technical partner who takes ownership, communicates proactively, and understands that Salesforce supports critical business operations.

We are a consulting team working with a nonprofit backbone organization that supports a coalition of 80+ faith-based nonprofits in New York City across three program strategies: Strengthening Nonprofits, a Hunger Collective, and a Youth Collective. The organization wants Salesforce to serve as the system of record for tracking program outputs and outcomes — data may be collected in third-party tools (AfterSchool HQ, SurveyMonkey, third-party Google Sheets) but would ultimately be imported into Salesforce. We have completed substantial prep work — including a full review of the organization's logic models, data collection plan, and indicator library — and have drafted a recommended Salesforce architecture and a written advisory memo. We are looking for an experienced Salesforce consultant to review our documentation, pressure-test our recommendations, and help us finalize our written response to the client. What We Need This is a review and advisory engagement, not a build. Specifically: Read our prepared briefing document summarizing the recommended object architecture and open design questions Advise on whether our recommendations are sound, practical, and appropriately scoped for a small nonprofit team to maintain Answer a focused set of open design questions (listed below) so we can finalize our written response to the client Optionally produce or validate a conceptual data model diagram showing recommended objects (standard and custom), key fields, and relationships (lookup vs. master-detail) — this is a key client deliverable Our Proposed Architecture (for your review) We are building on standard Account and Contact objects and adding the following custom objects: Grant_Report__c — child of Funding Request; captures annual affiliate reporting data including client counts by service type, rubric scores, NPS, and narrative fields Reporting_Period__c — time window anchor (e.g., Q1 FY26) linked to funders and deadlines Indicator__c — library of approved output/outcome measures, with type, timeframe, logic model tag, unit, and Active/Retired status for version control Result__c — master-detail child of Grant_Report__c; one record per indicator per affiliate per period Survey_Response__c — import target for all survey data (affiliate NPS, client wellbeing scores, food security scores, standardized assessment scores); links to Account or Contact and Reporting Period Collective_Action_Membership__c — junction object linking affiliates to cause-based collectives (Hunger, Youth) Capacity_Building_Goal__c — scope TBD pending your input (see open questions) Phase 2 objects (defined now, populated later): Meal_Distribution__c, Volunteer_Hour_Log__c Open Questions We Need You to Answer Indicator__c complexity: Some indicators require formula-based computation on raw data rather than a single stored value (e.g., % of affiliates meeting a threshold, year-over-year change). How should computed indicators be handled — formula fields, roll-up summaries, Flow automation, or is this better handled outside Salesforce in a reporting layer? Is the Indicator__c + Result__c pattern the right approach for a small team, or would a simpler structure serve better? Capacity rubric scores: The organization uses a multi-domain affiliate capacity rubric tracked annually to measure organizational health over time. Should rubric dimension scores live as fields directly on Grant_Report__c, or as a separate Org_Assessment__c object? We can share the rubric for reference. Survey_Response__c — anonymous vs. identified data: The organization collects some surveys anonymously (network satisfaction, partner NPS) and some linked to specific affiliates or contacts. Can a single Survey_Response__c object cleanly handle both cases, and what are the implications for reporting and data governance? Collective_Action_Membership__c as a parent: Can operational objects like Meal_Distribution__c be structured as children of the junction object, so that navigating to a collective shows both its affiliated organizations and related distribution records? Or is a direct lookup to a standalone Collective__c object a cleaner approach? Data import workflow: A non-technical staff member will be manually importing data from AfterSchool HQ (aggregate youth outcome scores), third-party food distribution Google Sheets, and SurveyMonkey. What is the recommended import approach — native Data Import Wizard, Data Loader, or a lightweight integration tool — for a non-technical end user? Ideal Candidate Demonstrated Salesforce experience with nonprofits (NPSP or Nonprofit Cloud preferred) Familiarity with outcomes and impact measurement use cases, not just CRM or sales workflows Able to advise on architecture tradeoffs and communicate recommendations clearly in writing Comfortable reviewing prepared documentation and providing structured feedback Available to complete work by end of July 2026 Engagement Details Estimated hours: 5–10 Primary deliverable: Written responses to the five questions above, with feedback on our overall recommendations Secondary deliverable: Validated or revised conceptual data model diagram (ERD or similar) Format: One working session (video call) + async written summary, or fully async if preferred Start: Immediate

Hello, my firm is using Salesforce Sales Cloud. We are looking for an expert who can help us develop a rather complex integration with Calendly. The person interested must have done complex integrations with Salesforce and Calendly before, must know how to use and set up flows, and should work on the fixed price. We would like to have the following done: - Have "Schedule an Appointment" button on our website, calendars of all salespeople will be merged. - If this is a NEW lead, the system should assign the lead to the salesperson whose appointment was booked. - If the lead was already in the system, the lead should be assigned to that salesperson first. If his/her salesperson is not available at that time, there should be a solution to that problem. We will have a pre-contract meeting to discuss this and to be on the same page before starting the project.

I am looking for someone who could fully explain to me how to use Salesforce Campaigns to their fullest extent and how to set up reporting on campaigns. I've watch countless Trailhead videos but am failing at grasping how to fully implement them. My goal is that within an hour or two I'll have an understanding of how to set up campaigns, have them flowing between systems where applicable (we use Salesloft and MailChimp), and set up reporting and dashboards on campaign results. We will be working on a zoom call in which I will share my screen and you will walk me through the steps/actions.

Salesforce Nonprofit Cloud Consultant (Advisor – Part-Time, 20 hrs) We are seeking an experienced Salesforce Consultant with deep expertise in Salesforce Nonprofit Cloud (NPC) to act as a short-term advisor for a client engagement (approximately 20 hours). In this role, you will review our existing Salesforce solution and provide expert guidance and recommendations to ensure alignment with Nonprofit Cloud best practices. This is a consultative position focused on assessment, architecture review, and strategic advice rather than hands-on implementation. Requirements: Extensive experience implementing Salesforce Nonprofit Cloud (not NPSP) Strong understanding of Salesforce architecture and data modeling in NPC Ideally holds Salesforce Nonprofit Cloud certification(s) Proven experience advising on or delivering nonprofit implementations Ability to quickly assess existing orgs and provide clear, actionable recommendations Engagement Details: ~20 hours total over several weeks -Meetings with our Lead and review of documentation. - Remote - Advisory / consulting role (no full-time commitment)

Preferred US based Looking for a salesforce expert who is famliar with how to create custom objects and do automated data mappings into those custom objects in salesforce. Must complete all work in a sandbox environment and mus have familiarity with automated integration platforms into salesforce

We're looking for a Salesforce Developer / Architect to support a variety of client projects focused on custom development, integrations, automation, and revenue operations workflows. This role is ideal for someone who enjoys working directly with stakeholders, owning technical solutions end-to-end, and helping clients optimize their Salesforce ecosystem. Responsibilities: • Apex development, triggers, batch jobs, and Lightning Web Components (LWC) • Build and maintain Salesforce integrations with third-party platforms • Design scalable automation using Flows and Salesforce best practices • Support data migrations, data quality, and system optimization initiatives • Implement and enhance CPQ, Revenue Cloud, and quote-to-cash workflows • Collaborate with client stakeholders to gather requirements and deliver solutions Preferred Experience: • Salesforce CPQ and/or Revenue Cloud • Billing and payment platform integrations (Chargebee, Stripe, Zuora, etc.) • Salesforce ↔ HubSpot integrations • REST/SOAP APIs and middleware platforms • AI or automation experience is a plus Requirements: • 5+ years of Salesforce development experience • Strong Apex and LWC expertise • Experience with complex integrations and data migrations • Excellent communication and client-facing skills • US-based preferred/ No Agencies Side note: Please do not contact Joe or the hiring manager directly by email or phone regarding this role, as those outreach attempts will be treated as spam. All applications should go through the proper application process only.