Bonterra · 15 hours ago
Onboarding Consultant
United States
Full-time
Remote
Mid, Senior Level
$58K/yr - $65K/yr
4+ years expBonterra is dedicated to enhancing social impact through technology, aiming to increase the giving rate in the US. The Onboarding Consultant will lead client implementations of Bonterra’s software, ensuring solutions meet customer needs while empowering clients to take ownership of their systems.
Information TechnologySoftware
No H1B
Responsibilities
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
Qualification
Required
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
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
Benefits
Comprehensive benefits package that supports your health, well-being and growth
Bonuses
Incentives
Equity
Comprehensive benefits program
Company
Bonterra
Bonterra is a social good software company.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
John Manganaro
Chief Product Officer
Mark Layden
Chief Strategy Officer (CSO)
Recent News
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