Bonterra

Compensation

Full Description

Job Description: • The Onboarding Consultant works independently to deliver small (4-15 week) client implementations, requiring strong individual accountability. • This role works closely with nonprofit Program Directors to lead implementations of Bonterra’s software. • The primary responsibility of the Onboarding Consultant is to design and implement a solution that meets the customer's needs, taking into consideration staffing and programs, the client’s previous tools, and reporting requirements. • Secondary to delivering a technical solution is the goal of empowering your clients with the skills and confidence needed to take ownership over their solution when your work is done. • A successful implementation is one that both meets the customers’ needs and is quickly adopted by their staff. • As a Professional Services team member, you will constantly balance client satisfaction with project budgets and timelines. • 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. 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 • 1+ years of professional experience in relevant industry such as technical support, project management, customer success, fundraising, or teaching/training (preferred) • 1+ years of professional or strong volunteer experience at a nonprofit (preferred) • End-user or administrator-level experience with any Bonterra Tech software (preferred) • Experience leading or contributing to implementation of a software (preferred) • Experience using Microsoft Excel, Monday.com, Lucidchart, and Salesforce (preferred) Benefits: • Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options