AmPhil · 2 days ago
Associate, Data & Technology
Dallas, TX
Full-time
Hybrid
Entry Level
$50K/yr - $60K/yr
2+ years expAmPhil is a leading provider of integrated professional services focused on strengthening civil society. The Associate in the Data and Technology Group will support nonprofit clients with CRM platforms and integrated systems, contributing to database implementations and optimization projects while ensuring exceptional client service.
Non ProfitProfessional ServicesTraining
Responsibilities
Serving as a primary point of contact for assigned clients, building strong relationships through responsive and proactive communication
Leading client support calls and meetings, documenting discussions, and managing follow-up action items
Translating client needs into technical requirements and actionable solutions
Managing client expectations regarding timelines, deliverables, and project scope
Contributing to client satisfaction through proactive problem-solving and continuous improvement initiatives
Leading or supporting multiple clients engagements simultaneously; managing time to address differing client priorities
Tracking tasks for multiple projects at once both internally and externally (client-facing tasks) to execute against deliverables
Tracking project deliverables and ensuring timely completion with quality standards
Escalating complex issues to senior team members with appropriate context and recommendations
Maintaining detailed documentation of client interactions, decisions, and system configurations
Administering client CRM platforms including Salesforce (NPSP/Nonprofit Cloud) and Virtuous CRM, along with integrated systems
Providing real-time troubleshooting and support for CRM-related issues and break/fix requests
Enforcing data hygiene best practices through cleaning, standardizing, and deduplicating donor records
Fulfilling administrative tasks including user provisioning, permission management, and security settings
Creating and modifying custom fields, page layouts, record types, and workflows to meet client requirements
Building and maintaining reports and dashboards to support client fundraising and operational goals
Conducting system testing to validate enhancements, customizations, and integrations
Utilizing tools such as DataLoader, Excel, Alteryx, and other data manipulation platforms for data preparation and migration, ensuring data integrity throughout the process
Supporting CRM implementation projects from discovery through go-live and post-launch stabilization
Assisting with data migration planning, mapping, validation, and execution
Utilizing ETL (extract, transform, load) tools such as Alteryx to prepare data for migration
Contributing to system configuration based on client business requirements and nonprofit best practices
Developing and delivering end-user training sessions and materials (user guides, process documentation, knowledge base articles)
Identifying opportunities for system optimization and enhanced user adoption
Developing expertise in nonprofit fundraising concepts, donor management strategies, and sector best practices
Building knowledge of AmPhil’s service offerings, methodologies, and key figures in the nonprofit landscape
Contributing to firm culture through strong engagement, collaboration, and knowledge sharing
Participating in internal training, team meetings, and professional development opportunities
Supporting business development efforts through proposal contributions and client references when appropriate
Qualification
Required
At least two years of professional experience, including some time spent in a data-related role
Strong technical acumen
Attention to detail
Analytical approach
Strong analytical and problem-solving skills
Excellent communication abilities
Commitment to delivering exceptional service
Proficiency in CRM administration
Understanding of database structures and nonprofit fundraising operations
Adaptability to meet evolving client needs
Preferred
A liberal arts background
Familiarity with the nonprofit landscape
Experience with Salesforce, Virtuous, and other CRM platforms
Benefits
Health insurance for employees and their dependents
Employer contributions to health savings accounts
A 401(k) retirement program with employer matching
Paid parental leave
Dependent care spending accounts
A yearly stipend for books and print publications
Support for employees’ volunteer board service
And more
Company
AmPhil
AmPhil offers data and technology, fundraising training, and grant writing services for nonprofits, donors, and charitable foundations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jeremy Beer
Cofounder and CEO
Chris Kuetemeyer
Partner & Chief Consulting Officer
Company data provided by crunchbase