BWF · 14 hours ago
Associate Implementations Consultant
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $95K/yr
5+ years expBWF 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.
ConsultingFinancial Services
Hiring Manager
Sarah Duerscherl, PHR
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
Qualification
Required
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
BWF
Nonprofits exist to change the world, and BWF exists to help them make it happen.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joshua Birkholz
CEO
Katrina Klaproth
COO and President of Philanthropic Services
Company data provided by crunchbase