Process Consultant

OpenTent•Denver, CO

7h•Remote

About The Position

OpenTent is hiring a Process Consultant to translate nonprofit clients’ operational needs into clear, buildable work for Salesforce Solutions Engineers. The role is grounded in hands-on nonprofit operations experience across areas such as membership, programs, fundraising, events, or finance. The consultant learns how staff work, maps existing processes and data, gathers requirements, writes user stories and acceptance criteria, and keeps client backlogs ready for engineering. The consultant also identifies when process changes—not system changes—are the right solution. The Process Consultant owns the “what” and “why” of each story while collaborating with a Product Owner who leads strategic priorities, a Project Manager who manages timelines and logistics, and engineers who own technical design and estimates. The work includes supporting stories during sprints, testing completed work, helping clients with user acceptance testing and releases, and designing future-state processes and adoption materials. The role works across several clients and uses AI tools to help draft stories, briefs, and documentation. This is a full-time W2 employee position. It may be performed remotely or from OpenTent’s offices in Brooklyn or Denver. OpenTent has 13 full-time team members and is in its 11th year.

Requirements

At least 3 years working in nonprofit operations, such as membership, programs, development operations, finance operations, or a CRM/systems role.
Hands-on Salesforce experience as a daily user or administrator; experience with NPSP or Nonprofit Cloud is ideal.
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 sufficient to understand what is possible and ask engineers informed questions.
Daily use of LLM tools such as Claude, ChatGPT, Gemini, or Copilot for real work, with a point of view on their strengths and limitations.
Comfort navigating ambiguous, fast-moving projects across several clients at once.
Excellent communication skills, including clear writing, strong presentations, visual communication, and active listening.
Ability to facilitate effective meetings, set session goals, handle detours, and keep participants engaged.
Strong attention to detail, including noticing missing process steps and unmapped fields.

Nice To Haves

Salesforce Administrator, Salesforce Certified Business Analyst, or CSPO certification.
Experience configuring Salesforce NPSP or Nonprofit Cloud.
Experience leading or participating in a system implementation or data migration at your own organization.
Experience in a consulting or agency setting with multiple clients.
Experience writing user stories and acceptance criteria within Agile/Scrum.

Responsibilities

Lead client discovery sessions, including interviews, process walkthroughs, and working sessions.
Map current-state processes, data, and pain points; create process maps, data inventories, and Q&A write-ups.
Recommend process changes when a system build is not the appropriate fix.
Draft user stories and acceptance criteria, and obtain client sign-off before engineering begins.
Work with the primary engineer to assess technical viability and rough sizing early.
Prepare context briefs to give engineers and AI tools the information needed to do the work effectively.
Break epics into build-ready user stories with clear scope, acceptance criteria, test scenarios, and source links.
Define MVP options with the Engineer and Product Owner, and document out-of-scope items.
Tag stories as ready to point and respond promptly to engineer feedback that a story is not ready to build.
Keep each client’s backlog refined ahead of sprint planning and centralize task information in ClickUp.
Answer engineer questions during sprints and update stories when scope changes.
Write test scenarios, QA completed work against acceptance criteria, and sign off before it goes to the client.
Support client UAT and release gates, including sign-off trackers, smoke-test plans, and rollback plans alongside engineers.
Build data migration and data-mapping artifacts, including decisions about what to move, archive, or leave behind, field mappings, and program and product hierarchies.
Design future-state processes with clients and create staff communication plans, training materials, and process documentation.
Facilitate client retrospectives and turn lessons learned into new requirements.
Participate in sprint ceremonies and client Review & Refine meetings.
Keep client Miro boards and ClickUp spaces current and easy to navigate.
Use AI tools such as Claude to draft stories, briefs, and documents, and help the team improve its use of these tools.