Onboarding Consultant

About the position

Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com. Are you driven to solve creative problems that have lots of possible answers? Are you a clear, confident communicator who enjoys teaching others and can address conflicts directly? Are you motivated to help non-profits adopt technology that measures outcomes, drives donations, and communicates impact? If so, we want to meet you!

Responsibilities

• Deliver small client implementations (4-15 weeks) independently.
• Work closely with nonprofit Program Directors to lead implementations of Bonterra’s software.
• Design and implement solutions that meet customer needs considering staffing, programs, previous tools, and reporting requirements.
• Empower clients with skills and confidence to take ownership of their solution post-implementation.
• Balance client satisfaction with project budgets and timelines.
• Acquire and maintain expertise in Bonterra products across Case Management and Fundraising & Engagement suites.
• Design and configure custom solutions within budget.
• Produce solution documents and demonstrations, estimating hours and timelines.
• Perform technical demonstrations of solutions to clients.
• Lead working sessions with customers to collaboratively build their solution.
• Develop and cultivate strong relationships with customer contacts up to the VP/Director level.
• Maintain accurate project records in Salesforce and Monday.com.
• Balance personal performance targets in utilization, client satisfaction, and budget.
• Meet weekly over Zoom with each customer.
• Proactively identify and respond to risks.
• Lead difficult conversations regarding project budgets, timelines, and priorities.
• 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 to understand a company’s org structure, goals, and data needs.
• Problem-solving skills with technical agility and creativity.
• Strong relationship-building skills.
• Strong verbal and written communication skills.
• Strong individual accountability and ability to work independently.

Nice-to-haves

• 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 software.
• Experience using Microsoft Excel, Monday.com, Lucidchart, and Salesforce.

Benefits

• 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.