Onboarding Consultant

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!

What you’ll do

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

Preferred Additional Experience:

• 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 a software

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

Compensation

Our Culture:  At Bonterra, we’re innovating with a higher purpose: to increase giving to 3% of US GDP by 2033, creating $573 billion more in global impact every year. To achieve our vision, we cultivate an inclusive environment where diversity is embraced and every team member feels empowered to contribute. Innovation, curiosity, and a commitment to equity guide our work. We foster a culture of belonging, ensuring that every individual is valued, respected, and given the tools to succeed. Together, we are dedicated to making a positive impact in the world.

Our comprehensive and competitive benefits include:

• 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

Please note the benefits specified on this page are applicable to full-time employees based in the United States. For international employees, actual benefits may vary based on local standards and regulations and will be determined in accordance with regional considerations, including but not limited to applicable laws and industry norms.

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.