Salesforce Migration and Implementation Consultant

Project Summary:

Urgent Action Fund for Feminist Activism’s Partnerships Team is preparing to migrate our

existing fundraising database from CiviCRM to the Salesforce Nonprofit Success Pack (NPSP).

CiviCRM has been unable to meet the current needs of the team, and as such, much of our

fundraising and grant tracking has become cumbersome and inefficient. We envision Salesforce

NPSP to be a system for UAF-FA to strengthen our infrastructure in order to support feminist

movements and sustain the organization. Through our move to Salesforce NPSP, we aim to

track our fundraising efforts, operationalize workflows, strengthen donor engagement, centralize

and secure our data, and align across teams. UAF-FA’s Programs Team uses Salesforce NPSP

for grant management, but it is not currently built out to operate as a fundraising database.

We are seeking a firm to partner with us on design, implementation, data migration, and

onboarding services for a fundraising database built on Salesforce NPSP.

Scope of Work:

This database migration and implementation project will include:

• Solution Design, with focus on
• Ease of producing reports
• Financial structure (campaigns, GAUs, reconciliations)
• Improving communications and streamlining processes across departments
• Automation of processes and pathways to increase efficiency
• Recommendations for cleanup of existing donor data
• Configuration of Salesforce NPSP, including:
• Donor dashboards, grant trackers, and donor pipelines
• Major donor management with moves management
• Custom fields and donor profile
• Rollup fields for segmentation
• Batch gift entry
• Mail merge (Acknowledgement letters and MOUs)
• Custom report creation
• Financial setup - including reconciliation reporting and a potential direct accounting integration
• Integration with 3rd party apps, such as Gmail, QuickBooks Online, Box, Apsona, and a new donation platform (TBD).
• Migration of data from our current database, CiviCRM
• End-user training to staff and go-live support & stabilization
• Potential for extension of services into ongoing post-migration support

Qualifications:

Required:

• At least 5+ years of Salesforce platform experience, including solution design and custom development
• Advanced experience with Salesforce Nonprofit Success Pack
• Background in CRM process design and implementation
• Strong project management skills
• Familiarity with automating regular processes
• Strong interpersonal and communication skills, with the ability to work collaboratively across departments and build effective working relationships with colleagues of varying technical expertise

Preferred:

• Salesforce Admin or other Salesforce certifications are preferred but not required
• Experience working with nonprofits, especially funders, social justice organizations, social activists, and humanitarian aid organizations

Budget and Timeline:

The desired timeline for this project is as follows:

• Proposals Due: November 13, 2025
• Proposals review, initial screenings, and interviews: November 17 to December 18, 2025
• Selection: By January 2026
• Start of work: Q1 2026 (potentially flexible)

This is our ideal timeline, but we are flexible to adjust as needed. We have budgeted approximately $35-50K for this project.

Format and Proposal Details:

To help us select the best partner for this major project, please make sure to include the

following information in your proposal:

• A summary of your approach to the work
• A proposed timeline with major tasks and milestones
• A project budget by line item
• Level of experience working with nonprofits
• Three examples of similar projects
• At least three professional references

Email consultants@urgentactionfund.org with “NPSP Consultant_YOUR NAME” in the

subject heading. Please submit PDF or Microsoft Word files only, preferably with all materials in

one file. Please submit by November 13, 2025.