Salesforce Managed Services Delivery Lead

We’re looking for an experienced Managed Services Delivery Lead to oversee the execution and continuous improvement of our Salesforce Managed Services offerings. This role involves service delivery, client relationship management, and the potential to build and manage a growing team. From day one, you’ll directly engage with our mission-driven clients, providing configuration support, hands-on administration, and expert advice about their Salesforce accounts. Over time, we expect this to grow into a broader role with management or supervisory responsibilities, and which may include other nonprofit-focused technologies. You’ll be a great fit if you have advanced Salesforce consulting expertise, real-life experience delivering “Managed Services”-style support, project management skills, a proactive approach to client engagement, and a desire to help our clients make a difference.

What You’ll Do:

• Ownership: Take the lead on all Salesforce Managed Services work, making sure all clients get the service and attention they need to be successful.
• Salesforce Configuration and Training: Provide hands-on administration help, create written and video documentation, deliver training sessions, and get into the weeds.
• Client Relationships: Build strong, lasting relationships with clients. Understand their needs, proactively offer analysis and recommendations, and communicate clearly.
• Planning and Time Management: Track hours, provide progress updates, and manage a prioritized backlog.
• Delivering Value: Dive deep into clients’ current uses of Salesforce, and identify opportunities for new projects or enhancements.
• Quality Assurance and Supervision: Oversee tasks handled by other team members as needed, testing and confirming their work before deployment.
• Process Improvement: Work with leadership to iterate and improve Managed Services processes, helping us follow best practices and better serve our clients.
• Team Leadership and Development: While initially an individual contributor role, we anticipate potential future team expansion. Provide mentorship and leadership to team members as the department grows.

What You Bring:

• Proven experience (ideally 3+ years) in a Managed Services role within a consulting firm
• A strong understanding of Managed Service delivery models, and opinions about what does and doesn’t work well
• Advanced Salesforce expertise, particularly related to nonprofit organizations (Salesforce Administrator Certification required)
• Project management experience in the context of Managed Services: tracking hours, communicating with clients, and documenting your work
• Strong analytical and problem-solving mindset, with the ability to translate findings into actionable recommendations
• Excellent communication and relationship-building skills
• Ability to adapt to evolving roles and responsibilities, comfortable with continuous learning and team growth, and strong cross-functional collaboration

Preferred but not Required:

• Additional Salesforce certifications (Advanced Administrator, Platform App Builder, Nonprofit Cloud Consultant, etc.)
• Technical implementation expertise involving complex automations and application development
• Experience in people management, or a strong desire and potential to grow into a leadership role

Values Alignment:

Our values are more than just words on a wall — we’re a fully remote company, there is no wall! These ideas shape how we hire, how we work, and how we grow. We believe in building a team that genuinely lives these values day-to-day, ensuring we have the right people in the right seats to support our mission and our clients.

• Own the Outcome: Be proactive, meet commitments, and take pride in your contributions.
• Bring Good Energy: Foster a respectful, honest, and optimistic environment where everyone thrives.
• Communicate with Courage: Engage in direct, clear, and timely conversations, even in challenging situations.
• Pursue Excellence: Keep learning, strive to master your role, and embrace change as an opportunity for growth.
• Be Solution-Oriented: Focus on innovative solutions that address real problems and deliver positive results.