Associate Functional Consultant

Zuri Group•Leander, TX

2d•$75,000 - $85,000•Remote

About The Position

Overview: The Associate Functional Consultant provides functional support and best practice guidance to Zuri Group clients. This role is responsible for supporting client projects, specifically focusing on CRM implementations for nonprofit and higher education clients. The consultant plays a pivotal role in the successful implementation and operation of fundraising software systems, offering expertise in business process design, system configuration, conversion mapping and validation, system customization, reporting and data visualization, user acceptance testing, end-user training, deployment, and post-launch support. In this role, you would work directly with clients and other functional consultants for clients ranging from large healthcare systems and universities to arts and cultural organizations and other non-profits. You would play a supporting role in client projects and serve as an agent of change. You possess strong communication skills and demonstrate an inquisitive nature. If you are interested in learning how things function and developing logical solutions to complex problems, this is the role for you!

Requirements

Up to 2 years in higher education advancement or development.
Ability to collaborate and establish strong working relationships with various teams and lead conversations about technical concepts with audiences of varying levels of experience, including non-technical stakeholders.
Experience gathering business requirements from stakeholders and determining solutions to support those requirements.
Enthusiasm for learning and an openness to feedback.
Highly analytical, technically proficient, and able to learn new tools and software quickly.
Strong oral and written communication skills with a demonstrated ability to document and organize tasks and decisions.
Effective in building consensus and communicating with a wide range of stakeholders, including executives and senior level staff.
Flexibility and ability to adapt quickly to new situations
Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging.

Nice To Haves

Knowledge of philanthropy practices and advancement services.
Experience or familiarity with non-profit/higher ed CRMs (Salesforce, BBCRM, Ascend, and/or Affinaquest).
Experience as a consultant or with large database or CRM implementations.
Experience leading user training and testing.

Responsibilities

Assisting in the discovery for project deliverables including software configuration, custom development, and integration.
Support technical requirements gathering sessions to analyze client needs and business processes, define and document project scope, and confirm solution viability.
Assist in providing solutions and documenting client requirements to configure design decisions.
Proactively provide knowledge-backed recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training, including appropriate considerations of budget, timeframe, and client capacity.
Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools.
Design, validate, and implement critical system components in CRM platforms.ââ
Articulate complex system challenges and solutions in an easy to digest manner.ââ
Assist in defining the work required to deliver solutions in support of client needs, including level of effort. Provide oversight of project resources, jointly with project management.
Adapt to changing circumstances and be comfortable working in a fast-paced, dynamic environment.

Benefits

Medical, Dental, and Vision insurance, some plans covered 100% by Zuri Group.
Health Savings Account (HSA) contribution by Zuri Group on eligible plans.
Basic Life Insurance provided by Zuri Group.
Group plans for voluntary coverage including Short-Term Disability, Long-Term Disability, Life, Accident, Critical Illness, and Supplemental Vision.
401(k) Plan with 3% employer contribution.
Flexible Spending Accounts (FSA) for health and dependent care expenses.
Company cell-phone plans and work-from-home equipment.
Wellness program and an emphasis on work-life balance.
Continuing education time and reimbursement.

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