Salesforce Consultant
** Please note candidates must be eligible to work in their country of residence - this is a consultancy agreement, IBP is not responsible for any work permits or authorizations.
The International Budget Partnership (IBP) is a nonprofit organization that uses Salesforce, built on the Nonprofit Success Pack (NPSP), to manage vendor and consultant contracts, payment approvals, subgrant management, and contact management. IBP is seeking a Salesforce consultant to strengthen our use of the platform by improving integration with external systems, expanding workflows for agreement management, and increasing the organization-wide utility of the system.
1. Scope of Work
Phase 1
Consultant will be responsible for the following tasks and activities:
Configure the integration between Salesforce and the DocuSign eSignature package in advance of its end-of-service date in October 2026.
Debug processes in the Salesforce and FormAssembly integration
Update document templates for Conga Composer document creation and integration
Build workflows including:
scheduled reminder emails to IBP staff on deliverable due dates
confirmation emails to partners when Agreements are closed
approval workflows for partner reports and deliverables
Review and improve IBP’s use of the Salesforce Lightning platform
Phase 2
In addition to these specific tasks, we would like to enter into a longer-term agreement with the consultant to provide regular and as needed support in the following areas:
Implement configuration changes, including updates to custom fields and objects, page layouts, flows, reports, and dashboards, as need arises
Support data cleanup, migration, and quality assurance as needed
Troubleshoot and resolve bugs or broken automations
Provide user training guides
2. Deliverables
Phase 1
Configured and tested system integration updates (including the integrations with DocuSign, Conga, and FormAssembly)
Configured and tested Salesforce workflows for email reminders, agreement closures, and report approvals
Increased usage of the Lightning Platform
Phase 2
3. Consultancy Details
Phase 1: 3–6 months
Phase 2: Initial 12-month duration with an estimated level of effort (LOE) of 4–5 hours per month
Start Date: August
Payment Terms: Based on agreed milestones or time worked
Confidentiality: The Consultant will maintain strict confidentiality of all donor, financial, and organizational data, in accordance with IBP’s data privacy and safeguarding policies.
4. Qualifications
Salesforce configuration experience, including working with Nonprofit Cloud or NPSP
Prior experience supporting nonprofit organizations
Familiarity with common nonprofit integrations (e.g., DocuSign, FormAssembly)
Experience with system configuration, external integration, and Salesforce workflows
Proficiency in English
5. Proposal contents
To apply, please apply online and share a proposal which should include:
A quotation and breakdown of activities for phase 1
An hourly rate and specific terms for phase 2
CV(s) and contact reference for similar works
Deadline: July 31st, 2026
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The International Budget Partnership (IBP) is a nonprofit that partners with budget analysts, community organizers, and advocates across 120 countries to promote transparent, participatory, and accountable public budget systems, and produces the Open Budget Survey.
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