Implementation Specialist - Salesforce - Grantbook

Apr 19, 2021
Across Canada

At Grantbook, we celebrate, support, and thrive on diversity and strive to create an inclusive environment for our teammates, our client partners, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills and welcome applications from all qualified candidates.


We are a digital transformation consultancy and Certified B Corp with big dreams for the future of philanthropy. Our diverse team of techies and do-gooders works closely with foundations to help them unlock the full potential of their processes, teams, and technology so that they can do their good—even better.

We’ve worked with some of the world’s largest foundations, including the William and Flora Hewlett Foundation, Arnold Ventures, Tides USA, and the JW McConnell Foundation.


We’re an ideal match if you seek autonomy, mastery, and purpose in your work. We take pride in a participatory work culture, where learning trumps ego. Curiosity, experimentation and a human-centred approach are core to how we do meaningful work together and to how we respond to the evolving needs of our clients.

We live our values of accountability, candour, empathy and daring. Policies are transparent and team members are empowered to make decisions about areas that affect them most. This allows our team to work flexible hours and from where they are most inspired (even pre COVID-19—and we’ll continue to be flexible when gathering in person is possible again). We trust each other to stay accountable and get stuff done. 


You are a self-motivated tech specialist who is equally adept at communicating with computers as you are at communicating with people. You like to experiment in Salesforce and build solutions that make life easier for those you work with. While you have some level of formal certification in Salesforce, your skills and talents are mission and interest driven, and you like working with teammates to deliver good solutions.


At Grantbook, you’ll implement and help integrate Salesforce and other cloud solutions for grants management, customer relationship management, and related functional areas that meet our foundation clients’ needs. In this full time role, you’ll work closely in cross-functional teams of two-four, taking ownership over the technical details and the implementation and/or integration pieces on multiple projects.


  • Work closely with project managers to serve as the technical resource on the implementation, setup, and deployment of Salesforce for clients. This includes:

    • Leading or supporting in discovery meetings to map out business processes with clients, and translating them into requirements for systems that evaluate and rank applications

    • Completing system architecture designs, including custom data models and workflows

    • Working with various form builders to create applicant-friendly application forms that balance user experience and data collection

    • Setting up online portals in Experience Builder for users to review and submit applications, reports and payments

    • Automating emails and communications between the foundation and their applicants to streamline the grant approval process

    • Building reports and dashboards for foundation boards and directors to see where their funds are going, and where their impact is measuring against benchmarks

    • Continuous testing, deployment, and support of new features and changes to ensure systems are available and functioning for staff as intended

  • Support current-state audits and solution evaluations by gathering and documenting the functional requirements for new grantmaking systems and processes

  • Help produce and share client-specific training and documentation, including on-site training, video tutorials, and blog posts around technology best practices and processes


  • Provide feedback and help enhance Grantbook’s overall operations.

  • Support Grantbook’s marketing and sales efforts.

  • Have fun, work as a team, and "get it done."

  • Contribute to service innovation and development.

  • Share your knowledge with the rest of our team.

  • Co-create your own personal and professional development plan.

  • Occasional travel to client offices across North America.


  • Three to five years of working with the implementation and technology adoption of Salesforce, ideally in a grantmaking or nonprofit environment.

  • Two-three years of  experience working with large data sets, either through analysis or supporting system migrations.

  • High proficiency in the use of cloud solutions, such as G Suite, Office 365, Salesforce, Box, Dropbox, and Asana.

  • Strong interest in developing an expertise in configuring grants management systems in Salesforce.

  • Prior experience and familiarity working with Application Programming Interfaces (APIs) and relational databases preferred.

  • Self-organizer and problem-solver, prepared to meet tight deadlines across multiple projects.

  • Able to translate technical information into plain English.

  • Exceptional written and oral communication skills.

  • Excellent presentation and report writing skills.

  • Proven interpersonal skills and a customer service oriented approach.


  • Salesforce Administrator Certification

  • Additional desirable certifications: Advanced Administrator, Platform App Builder, Community Cloud Consultant, Nonprofit Cloud Consultant

  • Ideally, experience with:

    • Process Builder and Flow Builder

    • Salesforce Approval Processes

    • Designing custom data models and building custom objects

    • Nonprofit Success Pack (NPSP) preferred

    • External Services preferred

    • Knowledge of the Outbound Funds managed package preferred

    • Salesforce tool integrations via Marketplace, middleware or other means. Typical tools include Formstack Documents, FormAssembly, MailChimp, DocuSign, Conga, etc.)

    • Bulk data loading tools such as Data Loader,, Workbench, etc.



Grantbook boasts a tiered salary structure. Your tier and the accompanying compensation will be determined by the experience and skills you bring to the team. 

We are always open to conversations with exceptional candidates. If you are more advanced in your implementation career we’d still love to hear from you. We will determine the appropriate salary tier for your candidacy during the interview process. In your cover letter, please indicate the salary tier or experience level you believe you are best qualified for. Our salary tiers are as follows: 

  • Tier A, Entry-level Team Members: $62,154.57

  • Tier B, Team Members: $68,370.02 

  • Tier C, Skilled Team Members: $74,585.48 

  • Tier D, Experienced Team Members: $80,800.93

 All employees receive four weeks of paid vacation per year, a comprehensive benefits package, and, after one year with Grantbook, are eligible to become a shareholder by buying into Grantbook’s Employee Share Ownership Plan. For more information, visit our Culture & Careers page.


As a growing organization there are continual opportunities to learn, whether it is developing a new skill set or bringing a new product/service offering to market. You, along with the rest of our team, will be key to driving our impact on philanthropy forward.


Like much of the world right now, we are currently working 100% remotely. We have team members in Vancouver, but the majority of our staff is located in and around Toronto. We will consider exceptional candidates from other locations in Canada as well.


As a company dedicated to social good for our clients, our team, and the world, we try to be as transparent as possible about how we work. That includes how we hire. View our hiring process to learn more. Don’t forget to include a cover letter—we’re keen to learn about who you are, not just what you’ve done!

This job is from CharityVillage
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