[Remote] Associate Implementations Consultant

Note: The job is a remote job and is open to candidates in USA. BWF is a mission-driven company serving the nonprofit sector, providing solutions to meet the strategic, technical, and functional needs of nonprofits. As an Associate Implementations Consultant, you will support clients in advancing their missions through technology and operations projects, including CRM implementations and enhancements to advancement operations.

Responsibilities

• Manage the implementation, customization and optimization of Slate CRM
• Lead select engagements with multiple team members and serve as a team member on other engagements. Must be able to work with project management and consulting team resources assigned to projects appropriately
• Lead small scale engagements independently and participate in large client engagements in defined roles as outlined in project scope and as defined by the project team
• Collaborate regularly with internal team members and clients to ensure delivery of cohesive and quality work product delivered by deadline
• Work within the scope of work and deliverables outlined; raise and address scope creep and provide excellent delivery of consulting services, in partnership with clients
• Contribute to internal BWF initiatives that enhance CRM capabilities, operational efficiency and data management strategies
• Provide training to clients and create documentation on CRM processes, ensuring users can effectively manage and utilize the CRM
• Collaborate with internal and external teams to integrate systems and ensure seamless data flow across platforms
• Troubleshoot issues and collaborate with IT and business teams to resolve them effectively
• Serve as a visible Slate community leader by actively participating in community forums and chats, delivering presentations, and hosting sessions to elevate the firm’s profile and credibility
• Support firm-generated thought leadership by creating and/or contributing to written content and pursuing speaking opportunities that promote expertise in philanthropy through firm and industry publications, conferences, and events
• Participate in and lead portions of sales demos, present at user conferences, and in webinars to showcase the department and practice. Contribute to BWF sales and marketing efforts through dedicated opportunity discovery and sales process activities
• Stay up to date with CRM best practices and apply knowledge of CRM functionality and upgrades to enhance client projects
• Participate in ongoing internal activities as a productive and active member of the firm. These may include orientation and ongoing training, firm-wide client review meetings, and other skill-building activities
• Other duties as assigned

Skills

• 5+ years of relevant work experience related to fundraising operations in higher education, healthcare, and/or other nonprofit settings
• Experience working on large scale technology and operations projects, with exposure to a wide variety of fundraising technology solutions
• CRM implementation experience preferred
• Analytical skills, both qualitative and quantitative, and a solid strategic thinking ability for developing recommendations and other client deliverables
• Strong project management skills, with experience leading data migration or system integration projects
• Proficiency in SQL and data integration tools for managing databases and ensuring data integrity across systems
• Excellent communication and presentation skills, both written and verbal
• Ability to work in high pressure situations
• Ability to work independently and as a part of a team
• Solid time management skills and the ability to manage multiple priorities simultaneously
• Understanding of project management concepts, such as managing scope, schedule, and budget, and identifying risks, opportunities, and constraints
• Comfort selling services and generating leads and clients
• Bachelor's degree or equivalent work experience; professional certification welcome
• Commitment to an inclusive, high-performing workplace culture

Benefits

• Paid holidays, PTO and volunteer time off.
• 401(k) retirement plan with employer contribution.
• Medical, dental, and vision insurance with HSA and FSA (medical and dependent care) options.
• Employer paid basic life insurance, short and long-term disability, and Long-Term Care insurance.

Company Overview

• Nonprofits exist to change the world, and BWF exists to help them make it happen. It was founded in 1983, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 51-200 employees. Its website is https://www.bwf.com/.

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