Integrations Consultant

Omatic•Mount Pleasant, SC

2d•Remote

About The Position

The Integrations Consultant role for Omatic Software is critical to the success of the company as a lead on Omatic product Onboardings and software training for customers. Our mission is to delight our customers in their use of our products and services. This role focuses on time to value and ensuring customers are live successfully with expedience. Responsibilities include assessing customer data needs, designing and delivering professional and accurate product onboarding and trainings to customers in a timely fashion, and ensuring that Omatic products are configured to meet customer requirements. The Integrations Consultant is a trusted advisor, someone our customers look to for best practices with their Omatic Products and Services.

Requirements

Self-motivated learner with the ability to self-manage advancing product knowledge
Experience with Salesforce, Salesforce NPSP import and/or data migration processes
Experience with Raiser’s Edge, Raiser’s Edge NXT, Altru
Project Management including scheduling, task management and the ability to work with multiple customers and projects simultaneously
Superior time management skills
Must possess excellent written and verbal communication skills, with the ability to identify and target needs, define technical concepts, and deliver accurate project deliverables
Attention to detail with a strong ability to organize, manage, and execute projects as assigned
Technically savvy
Ability to thrive in a fast-paced team environment
Ability to work with a variety of skill levels

Nice To Haves

Salesforce Admin Certification is a plus!
Raiser’s Edge Certification is a plus!
Experience using other non-profit systems including email marketing, peer-to-peer fundraising, online donations, events management and alumni or membership management a plus!

Responsibilities

Conduct remote software onboarding and training engagements on all Omatic Software products
Develop expertise on Omatic products and remain well-versed on product features and functionality
Accurately assess customer requirements
Configure systems and provide testing support
Write and deliver professional documentation customized to the individual needs of each customer
Identify creative technical solutions to complex data issues
Deliver engagements on time and within budget
Accurately track and report project hours, notes, and status within Omatic’s internal systems
Conduct internal software trainings
Assist Omatic Sales with selling Onboarding services
Engage in professional development to ensure ongoing industry knowledge