Project Manager / Business Analyst

For some clients, the role of a defined Business Analyst (BA) or Project Manager (PM) is not the best fit. When we make this determination, we require a teammate with joint skills (PM/BA) to fulfill the role. Based on our conversations with the client we may determine the role of the PM/BA is the best fit.  In these cases the individual provides oversight for the project while also digging deep into the organization’s requirements. This role is generally supported by a member of the technical and customer success teams to ultimately define and produce the solution.  The tasks for this role are a mixture of both the PM and BA roles.


  • Mission Driven
  • A Strong Understanding of Salesforce
  • Exemplary communications skills including a demonstrated ability to communicate with non-technical clients regarding technical issues
  • Creative problem solver, willing to explore new ideas
  • Extremely well organized 
  • Team player
  • Excels at multitasking
  • Ability to prioritize projects and responsibilities
  • Comfortable in fast-paced ever-changing environment
  • Entrepreneurial spirit
  • Natural collaborator, able to learn from and influence others
  • 3-5 years of experience working with large, complex, Salesforce implementation projects as a consultant
  • Demonstrated experience defining and documenting business and system requirements
  • Extensive experience with the use and continual improvements of a implementation and AppExchange solutions.
  • Nonprofit Leadership Experience would be an added advantage