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OpenTent

Process Consultant

OpenTent

. Lead discovery sessions with client staff, including interviews, process walkthroughs, and working sessions .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $90,000 - $115,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in process mapping, user story creation, and client collaboration within nonprofit operations. Proficient in Salesforce administration and data migration, with strong communication and facilitation skills to support project success.

Highest-signal resume keywords
Salesforce AdministrationProcess MappingUser Story CreationData MigrationMeeting Facilitation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Salesforce NPSPSalesforce Data ModelAgile/Scrum MethodologyTest Scenario WritingQA Against Acceptance CriteriaData-Mapping ArtifactsClient Backlog ManagementProcess DocumentationUser Acceptance TestingRequirements Gathering
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationAttention to DetailComfortable with AmbiguityCollaboration
Tools & Technologies
ClickUpMiroAI ToolsLLM ToolsChatGPT
Certifications & Qualifications
Salesforce AdministratorSalesforce Certified Business AnalystCSPO Certification
Industry Keywords
Nonprofit OperationsClient EngagementProcess ImprovementSystem ImplementationConsulting

Tech Stack

Tools & technologies
Cloud

About the role

Key responsibilities & impact
  • Lead discovery sessions with client staff, including interviews, process walkthroughs, and working sessions
  • Map current-state processes, data, and pain points
  • Recommend process changes when the appropriate solution is not a system change
  • Draft user stories and acceptance criteria and obtain client sign-off
  • Collaborate with engineers to assess technical viability and rough sizing
  • Prepare context briefs for engineers and AI tools
  • Break epics into build-ready user stories with scope, acceptance criteria, test scenarios, and source links
  • Define MVP options and document out-of-scope work
  • Maintain refined client backlogs in ClickUp
  • Answer engineer questions during sprints and update stories when scope shifts
  • Write test scenarios, perform QA against acceptance criteria, and sign off on completed work
  • Support client UAT and release gates, including sign-off trackers, smoke tests, and rollback plans
  • Build data migration and data-mapping artifacts
  • Design future-state processes and create communications, training, and process documentation
  • Facilitate client retrospectives and turn lessons learned into requirements
  • Participate in sprint ceremonies and client Review & Refine meetings
  • Maintain client Miro boards and ClickUp spaces
  • Use AI tools to draft stories, briefs, and documentation and improve team adoption

Requirements

What you’ll need
  • 3+ years working in operations at a nonprofit
  • Hands-on Salesforce experience as a daily user or administrator, ideally with NPSP or Nonprofit Cloud
  • Experience turning staff needs into written requirements for a system build or change
  • Experience mapping and documenting processes and leading working sessions with non-technical staff
  • Working knowledge of the Salesforce data model and configuration
  • Daily use of LLM tools such as Claude, ChatGPT, Gemini, or Copilot for real work
  • Comfortable navigating ambiguous, fast-moving projects across several clients at once
  • Excellent written and verbal communication skills
  • Meeting facilitation skills
  • Strong attention to detail
  • Preferred: Salesforce Administrator, Salesforce Certified Business Analyst, or CSPO certification
  • Preferred: Experience configuring Salesforce NPSP or Nonprofit Cloud
  • Preferred: Experience leading or experiencing a system implementation or data migration
  • Preferred: Experience in a consulting or agency setting with multiple clients
  • Preferred: Experience writing user stories and acceptance criteria within Agile/Scrum

Benefits

Comp & perks
  • Excellent no-premium healthcare
  • Unlimited PTO
  • 401k matching after one year of service
  • Team retreats
  • Paid parental leave
  • Continued professional development
  • Remote work option
  • Office work option in Brooklyn or Denver