Onboarding Consultant

Job Description

JOB DETAILS

REQUIREMENTS

• 4+ years of professional customer facing experience
• Experience leading or managing internal projects or programs
• Active listening skills enabling you to quickly understand a company’s org structure, goals, and data needs just by talking with a customer
• Problem solving skills with technical agility and creativity
• Strong relationship-building skills (you gain trust and influence quickly)
• Strong verbal and written communication, including the ability to break down complex concepts into simple language
• Strong individual accountability and ability to work independently to meet deadlines

Preferred

• 1+ years of professional experience in relevant industry such as technical support, project management, customer success, fundraising, or teaching/training
• 1+ years of professional or strong volunteer experience at a nonprofit
• End-user or administrator-level experience with any Bonterra Tech software
• Experience leading or contributing to implementation of a software
• Experience using Microsoft Excel, Monday.com, Lucidchart, and Salesforce

RESPONSIBILITIES

• Acquire and maintain expertise in a subset of Bonterra products across the Case Management and Fundraising & Engagement product suites. Apply your expertise to pursue new, creative and previously unchartered paths to solving customer needs when templated approaches aren’t a fit.
• Get to know your customers’ world to uncover dependencies and requirements for the software they’ve purchased.
• Design and configure custom solutions within budget to meet the customers’ needs.
• Produce clearly articulated solution documents and demonstrations, with the ability to estimate hours and timeline necessary to complete the work.
• Expertly perform technical demonstrations of your solution to clients and relate them to specific client requirements.
• Lead working sessions with customers so they’re learning as you collaboratively build their solution.
• Develop and cultivate strong, trusted relationships with contacts at various levels of the customer’s organization, up to the VP/Director level.
• Maintain accurate project records in our internal CRM (Salesforce) and project management tool (Monday.com) on a daily basis.
• Balance your personal performance targets in the areas of utilization, client satisfaction, and budget.
• Meet weekly over Zoom with each customer. Your day will be a mix of customer calls and behind-the-scenes work.
• Proactively identify and respond to risks. Prevent escalations from occurring with your customers, and involve internal stakeholders for support as needed.
• Lead difficult conversations with customers regarding project budgets, timelines and priorities, holding boundaries while empowering customers.
• Simultaneously manage between 15-20 projects.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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