A Day in the Life of a Candoris Solutions Consultant

How would you describe your role at Candoris?

My role is a technical matchmaker. I pair our clients’ existing and aspirational business capabilities with an ocean of ready-to-go solutions and customized options. From that vantage point, I get to shape Candoris offerings while enjoying the implementation ride with our customers.

How do you collaborate with teams both internally and externally?

One of the most exciting aspects of my role is helping to shape our product direction, and that means interacting with a lot of different folks. Candoris is a Premium Salesforce.org partner. We regularly advocate and contribute features that make life easier for our nonprofit clientele so that they don’t need to look for off-platform solutions. This ranges from engineering accessible ‘Getting Started’ packages for our small clients and designing a custom mobile app for field staff. Almost every conversation is multi-disciplinary – ensuring the solution matches client staff and budget with our best practice experience.

What does a typical day look like for you?

I don’t have one, and that’s fantastic! Here’s what a recent one looked like: I started the day teaching at Messiah University, preparing seniors for their capstone application development presentations. Candoris encourages and creates space for us to be active in our community and has a generous VTO program

I spent the rest of the morning scripting a data migration for a client that is transitioning from three custom applications to standard Salesforce case and program management tools. I’m working to make sure they don’t lose any important information in the process.

The afternoon was spent refreshing analysis of our 100+ standard project packages to recommend the next round of internal projects. The day wrapped up with an email exchange with our marketing and implementation specialist team about finalizing our Pardot Getting Started packages.

What is the solution expertise and the value you bring to the table for customers?

I bring a breadth of experience to our clients, having served in roles from business analyst to developer to chief information officer. Empathy for each position helps me engage all of the project stakeholders so the overall solution works for everyone. As I’ve implemented ERP, CRM, and custom applications across multiple industries, I can appreciate how complex these systems can become, how essential data management is to maintaining sound interfaces, and how critical scope control is to achieve mission objectives. I’ve also held a variety of roles and responsibilities with nonprofit organizations, including spending the last three years designing platforms to serve nonprofit marketing programs, and my dissertation focus was on nonprofit technology investment strategy. All of this to say, I’m well-equipped to tailor solutions to unique contexts and seek transformative success for our customers.

“I think part of the Candoris secret sauce is that they really want to do the right thing for their clients. That means understanding the intention behind each requirement and helping to choose the best option for their mission.”

What do you find most fulfilling about your work at Candoris?

Our clients are advancing their mission and we are invited to join their journey. There is nothing more exciting and rewarding than to see their success and their lives changed! 

On top of that, we get to discuss what their next best step could be…the cycle starts again!

Curiosity and humility become more crucial when developing an empathic understanding of what your customer wants to accomplish. All your expertise should help you ask better questions and suppress assumptions about what the solution should be.  

What type of person would be successful in this position?

You need to be curious and humble. There is always something new to learn, whether Salesforce updates release plans, or a partner updates their API, or there’s a shift in effective social media marketing. Even internally, our engineering team released two new tools this week.  It takes a curious person to understand how everything fits together because in reality, no one person can be an expert in every aspect; you need to be humble about your own skills. There’s an incredibly deep bench of experts at Candoris, and I’ve rarely seen a group more willing to jump on a call and help – even through mundane setup tasks. All you have to do is ask!

Curiosity and humility become more crucial when developing an empathic understanding of what your customer wants to accomplish. All your expertise should help you ask better questions and suppress assumptions about what the solution should be. I think that this is part of the Candoris secret sauce – they really want to do the right thing for their clients. That means understanding the intention behind each requirement and helping customers find the best solutions for their mission.


View our Appexchange profile showcasing solutions, resources, review, and more!

About the author

Sr Solutions Consultant

Trevor loves connecting the dots between strategy and execution. After a decade of volunteering, he left a public-sector career to focus on fusing together technical, operational, and marketing goals for nonprofit organizations. He also served as a field-based CIO for a global nonprofit and set product direction for nonprofit marketing and data solutions before coming to Candoris. Trevor holds a PhD from Capella University, where his research focused on nonprofit technology strategy, an MBA from Drexel University, and a BA from Messiah University, where he serves as Adjunct Faculty.