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Idealist Consulting

IT Services and IT Consulting

Idealist Consulting is a B Corp Salesforce and AI consulting firm for nonprofits. As a Salesforce and Anthropic partner, we implement Nonprofit Cloud, prepare data for AI, and help teams adopt Claude and Agentforce. Trusted by 750+ organizations.

Is Idealist Consulting hiring?

Yes. As of November 4, 2026, Idealist Consulting has 4 open roles on Metaintro.

Open roles

Newest first. Pay shown when the posting lists it.

Customers

All 14 companies Idealist Consulting names as customers.

Case studies10

  • Paragon BioTeck
  • The Fund for Educational Excellence
  • World Food Program USA
  • Oregon Public Broadcasting
  • James Beard Foundation
  • MIND Research Institute
  • Jewish Community Relations Council (JCRC)
  • Fairway Payments
  • The Banfield Foundation
  • City Teaching Alliance

Other customers4

What their customers say

Quotes from people at Idealist Consulting's customers.

“We would definitely recommend Idealist to any other nonprofit organization looking to implement Salesforce.”

The Fund for Educational Excellence

“Partnership with Idealist Consulting has positively transformed our operations as the [Idealist] team continues to provide the necessary support in navigating and reviewing current processes and discovering opportunities for system enhancements that meet business objectives.”

World Food Program USA

“We had 100% turnover in our IT staff and needed someone to evaluate our 8-year-old Salesforce instance. Idealist had several experts who looked at how we were doing things and made a number of recommendations for changes. Best of all, they prioritized the list and balanced urgency with cost and risk considerations. We were very pleased with the outcome and look forward to continuing to work with Idealist through the implementation phase.”

Urban Teachers

“Idealist's project management, communication, and knowledge of Salesforce was incredibly impressive. They performed a complicated data migration and NPSP configuration that exceeded our expectations and business requirements.”

The Children's Inn at NIH

“They clearly love all things CRM and marketing automation, and are kind, thoughtful people. I'm confident we were lucky enough to choose the best when we partnered with Idealist Consulting.””

Marci Ozawa · Director of Corporate Support · Oregon Public Broadcasting
Show 11 more quotes

“I was really impressed by just how brilliant and patient and cohesive the team felt during this project. Especially from the Idealist side, I felt like there was great teamwork and collaboration and knowledge in the respective areas needed.”

James Beard Foundation

“Considerably better user stories, UAT scripts, training, and documentation than the consultant we used in the past.”

Jonathan Arnold · Salesforce Admin/Operations Analyst · MIND Research Institute

“This process has given our team a 'fresh start' in Salesforce and made it easier to maintain and create new automation.”

MIND Research Institute

“Over time, their [the Idealist Consulting team] real understanding of who we are and what we’re trying to do helped us when we were trying to identify the right integrations. They helped us to define what we needed in a way that assured us that we had found the right integrations and partners.”

Roger Schulman · President and CEO · The Fund for Educational Excellence

“"This is just one example of how much easier it is and how much more knowledge we have. It allows us to be more strategic," explains Schulman.”

Roger Schulman · The Fund for Educational Excellence

““People are starting to think through our communications, development, and grants management from a systems perspective instead of an individual transactional perspective.””

The Fund for Educational Excellence

““The combination of working with people who understood what the possibilities were, combined with a step-by-step approach to building the system that met our needs really helped me understand what our internal workflows needed to be.””

The Fund for Educational Excellence

“I reviewed 10 different options. There is no way the data could have been taken out without Idealist.”

Jeremy Russell · Director of Marketing and Communications · JCRC

“[The customers] have enjoyed a smooth experience which is everything we hoped for when partnering with Idealist Consulting. It has fully met their expectations and taken them where they needed it to go.”

Bob Schmid · Senior Vice President · Fairway Payments

“One of the benefits of this Assessment was an assurance from Yas that our organization was not as bad as I’d feared it was. So it affirmed an element of trust we had in our Salesforce administrators, that we didn’t have to worry that there might be a huge security hole or that we were going to have to completely redo something.”

Marce Scarbrough · Assistant Director of Information Technology · City Teaching Alliance

“This project helped give us a more holistic picture of where we are as an organization as opposed to just taking each project that comes our way, working on it, and not looking at the bigger picture.”

Marce Scarbrough · Assistant Director of Information Technology · City Teaching Alliance

AI launches and partners

What Idealist Consulting has launched and who it works with on AI.

  • LaunchAI adoption journeyIdealist Consulting guides nonprofits through AI adoption, from strategic planning and data readiness to integration, agent configuration, and user adoption.
  • LaunchAI functionalityIdealist Consulting offers product expertise across the Salesforce platform and AI functionality to help clients streamline and upgrade their systems.
  • HiringAI specialistsIdealist Consulting's team includes AI specialists.
  • LaunchAgentforce for NonprofitsIdealist Consulting specializes in Agentforce for Nonprofits and the Nonprofit Success Pack (NPSP), and implements Agentforce within these solutions to help your team work smarter and scale impact with AI.

Skills they ask for

Most frequent across open postings.

Tech stack

CDN
Cloudflare
jsDelivr
cdnjs
CMS
Drupal
Analytics
Google Analytics 4

Company facts

Headquarters
Washington, US
Industry
IT Services and IT Consulting
Sector (NAICS)
Professional, Scientific, and Technical Services
Peer
HPE
Social
LinkedIn · YouTube

Roles by location

Where Idealist Consulting is hiring. Pick a city to see its roles.

Similar companies

Companies in the same industry as Idealist Consulting that are hiring now.

Questions about Idealist Consulting

Is Idealist Consulting hiring?
Yes. As of November 4, 2026, Idealist Consulting has 4 open roles on Metaintro. The most are in Sales (3) and Product/Project Management (1).
Where is Idealist Consulting hiring?
Idealist Consulting is hiring in Chicago, Los Angeles, and Washington, with the most open roles in Chicago.
Who are Idealist Consulting's customers?
Idealist Consulting names 14 customers, including Paragon BioTeck, The Fund for Educational Excellence, World Food Program USA, Oregon Public Broadcasting, and James Beard Foundation.
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