Salesforce Education Functional Consultant

Job description

Job Overview: As a Salesforce Education Functional Consultant, you will own the delivery of end-to-end Salesforce solutions, from planning and discovery through to design, delivery, training, and handover. This is a highly client-facing role where you will lead solution teams to achieve successful business outcomes, supported by Solution Architects, Consultants, and Developers. You will work closely with the Project Managers to develop delivery plans, manage client communication and collaboration, identify and mitigate project risks, and ensure solutions are delivered on time, to scope, and within budget. As part of the Education Practice, you will work with a diverse range of clients, including Higher Education providers, training organisations, K–12 schools, membership associations, and other for-purpose organisations. The Education Practice primarily delivers solutions on the Salesforce platform, with a particular focus on Salesforce Education Cloud. You will also contribute to the growth and capability of the practice through thought leadership, mentoring, development of reusable assets and solution accelerators, and participation in broader operational activities. Responsibilities: • Deliver end-to-end Salesforce solutions encompassing discovery, planning, business analysis, solution design, development, testing, training, deployment, and handover. • Lead solution teams through the full delivery lifecycle, ensuring solutions align with client requirements, strategic objectives, and organisational goals. • Work closely with the Project Manager to develop delivery plans, manage client communications, monitor project risks, and maintain delivery within scope and budget. • Conduct business analysis and requirements gathering, translating business needs into practical and scalable Salesforce solutions. • Develop estimate, and document functional and technical solution designs, processes, user stories, architecture diagrams, and related project documentation. • Facilitate client discovery sessions, workshops, showcases, demonstrations, and training. • Act as a trusted advisor to clients, leveraging the broader team's expertise to identify and recommend optimal solutions. • Support solution estimation, planning, prioritisation, and delivery across multiple projects as required. • Provide operational support and expertise to the Managed Services team when required. • Apply appropriate software development and delivery methodologies, including Agile and Waterfall approaches. • Contribute to data migration planning and activities, ensuring appropriate consideration of data quality, mapping, transformation, and migration requirements. • Provide leadership, mentoring, and guidance to other members of the project and solution teams. • Contribute to practice growth through thought leadership, development of solution accelerators and reusable assets, and participation in recruitment, onboarding, training, enablement, and other operational activities. • Promote high standards of delivery, collaboration, documentation, and client service across the practice. Qualifications: • Minimum 3 years' experience delivering Salesforce-based solutions or leading comparable software solutions. • Experience delivering solutions within one or more of the following areas: o Education, membership, or association management systems (e.g. Microsoft Dynamics, iMIS, Civica, Paradigm, ReadyTech). o Learning Management Systems (e.g. Moodle, Canvas, Brightspace). o CRM and fundraising platforms (e.g. Raiser’s Edge, Blackbaud CRM, Microsoft Dynamics) o Marketing platforms (e.g. Salesforce Marketing Cloud, Ortto). o Integration platforms and technologies (e.g. MuleSoft, Workato, Zapier, , Omatic). o K-12 Student Information Systems. • Proven track record of estimating, planning, designing, and delivering end-to-end technology solutions. • Experience acting as the solution lead on at least two full lifecycle implementations. • Demonstrated understanding of software development and delivery methodologies, including Agile and Waterfall. • Knowledge and practical understanding of data migration practices. • Experience working with Salesforce solutions, preferably including Salesforce Education Cloud and/or Education Data Architecture (EDA). • One or more current Salesforce certifications, such as Salesforce Administrator, Platform Developer, Education Cloud, or other relevant Salesforce certifications. • Must be based in Australia and hold a valid permit to work on a permanent basis. • Sydney location preferred, open to Melbourne candidates. Skills: • Strong knowledge of Salesforce solutions and the ability to translate business requirements into effective Salesforce designs. • Preferably, experience or knowledge of Education Cloud, Data Cloud, and Marketing Cloud, including an understanding of their data models and relationships. • Experience in gathering and analysing business requirements and producing clear documentation, including process maps, user stories, solution designs, and architecture diagrams. • Strong consultative and stakeholder management skills, with the ability to establish credibility and build trusted-advisor relationships with clients. • Exceptional written and verbal communication skills, with confidence facilitating workshops, presentations, showcases, demonstrations, and training. • Strong analytical and problem-solving capabilities, with a passion for improving business processes and systems. • Demonstrated ability to collaborate effectively with diverse teams and deliver tailored solutions that meet client needs. • Strong leadership skills, with the ability to mentor and guide consultants and other team members. • Ability to manage competing priorities and operate effectively across multiple projects and stakeholders. • Strong understanding of solution delivery, implementation planning, and project dependencies. • Passion for, or experience working within, the for-purpose and education sectors. • A proactive approach to continuous improvement, knowledge sharing, and practice development.