Bonterra Tech LLC is looking for an Onboarding Consultant to independently deliver small-scale client implementations. You'll work closely with nonprofit Program Directors to lead implementations of Bonterra's software. Your primary responsibility will be to design and configure a solution that meets each customer's specific needs, considering their staffing, programs, previous tools, and reporting requirements.
What You'll Do
- Acquire and maintain expertise in a subset of Bonterra products across the Case Management and Fundraising & Engagement suites.
- Apply expertise to pursue new, creative, and previously uncharted paths to solve 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 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 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.
- Proactively identify and respond to risks to prevent escalations, involving 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.
What We're Looking For
- 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.
Nice to Have
- 1+ years of professional experience in a 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 the implementation of a software.
- Experience using Microsoft Excel, Monday.com, Lucidchart, and Salesforce.
Technical Stack
- Salesforce
- Monday.com
- Microsoft Excel
- Lucidchart
Benefits & Compensation
- Compensation range of $55,000 - $65,000.
- Generous Flexible Time Off (FTO) Policy.
- Up to 15 paid company holidays including some commemorating social justice events and self-care.
- Paid volunteer time.
- Resources for savings and investments.
- Paid parental leave.
- Paid sick leave.
- Health, vision, dental, and life insurance with additional access to health and wellness programs.
- Opportunities to learn, develop, network, and connect.
We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.
