Bonterra

Consultant

• Lead and manage the onboarding process for new Bonterra Tech clients from kick-off to successful adoption.
• Conduct discovery sessions with clients to understand their specific business needs, workflows, and goals.
• Develop and deliver tailored onboarding plans, including configuration, data migration, and user training.
• Provide expert guidance and best practices to clients on utilizing Bonterra Tech's software effectively.
• Act as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.
• Collaborate closely with sales, product, and support teams to ensure a coordinated and positive client experience.
• Create and maintain comprehensive onboarding documentation, training materials, and guides.
• Track and report on onboarding progress, client satisfaction, and key success metrics.
• Identify opportunities for process improvement within the onboarding workflow.

Onboarding Consultant

Account Executive

• Source and qualify leads from the progressive and social change ecosystem
• Conduct consultative discovery to identify solution fit
• Deliver platform demonstrations and proposals
• Collaborate with marketing to align outreach with campaigns
• Maintain accurate records and forecasts in Salesforce

Account Executive – Enterprise and Social Movements

Operations

• Own the end-to-end administration of SalesLoft, including user provisioning, settings configuration, and platform governance.
• Upload, build, and maintain sales cadences in alignment with go-to-market priorities and Commercial Programs campaign calendars.
• Monitor and analyze cadence performance metrics including open rates, reply rates, step completion rates, and conversion outcomes.
• Build and maintain dashboards and regular reporting cadences that surface actionable insights to Sales Ops and Commercial Programs leadership.
• Manage and maintain integrations between SalesLoft and adjacent sales systems (e.g., CRM, marketing automation, enrichment tools, and data platforms).
• Proactively identify inefficiencies in current platform configurations and propose solutions to improve rep productivity and program outcomes.

Commercial Programs Operations Specialist

Security Analyst

• Perform as the primary in the executing our annual Service Organization Controls (SOC) reporting initiatives, which includes several Bonterra products.
• Works closely with other members of the Information Security Risk team.
• Works closely with control owners across the company and internal and external auditors to ensure requests are completed in a timely manner as part of the overall project management process.
• Performs technical risk assessments of third party suppliers' security and privacy controls.
• Maintains register of relevant suppliers/vendors, controls, and risks for ongoing vendor risk management activities.
• Will be responsible the play book for reporting of high risk events that involve compliance, risk and information security.
• Assists in maintaining our overall security awareness, role based security trainings and phishing simulation programs across the enterprise.
• Assists in conducting user activity audits where required.

Information Security Compliance Analyst

Manager

• Lead, mentor, and develop a team of Advanced Support Consultants
• Serve as an escalation point for key clients
• Oversee services delivery for clients
• Champion integration of Bonterra's impact management solutions
• Monitor metrics to measure team success against strategic KPIs

Manager, Advanced Support Consulting

Customer Support

• Provide timely responses to inbound support requests
• Triage and resolve client issues collaboratively
• Escalate complex or urgent issues according to protocols
• Maintain detailed records of client interactions
• Participate in team meetings and skills trainings

Client Support Specialist I

• Become an expert in each customers’ business areas, industry verticals, and use of ETO or Apricot software, including any customizations and add-ons.
• Respond to customer calls and emails to resolve complex and unique problems in an extremely timely manner.
• Provide ad-hoc coaching and training on ETO or Apricot best practices, as well as access to product documentation and formal training.
• Diagnose and escalate issues as needed to ensure proper and timely resolution.
• Interface with the Account Manager and Client Success Manager to provide a high level of customer service without unnecessary overlap.
• Meet regularly with customers via phone to review open cases, ongoing initiatives, and platform needs.
• Develop and cultivate strong relationships with contacts at multiple levels of the customer organization.
• Document all client interactions and time spent in our tracking system as required.
• Support internal team growth through mentorship, collaboration, and knowledge sharing across the ASC team.
• Review and document new platform features and present learnings to the team to support cross-team proficiency building.

Advanced Support Consultant II

• Define commercial program strategy – Develop and own the overarching strategy for inbound and outbound commercial programs.
• Translate strategic objectives into structured program components including messaging frameworks, sequencing logic, audience segmentation, and engagement plays.
• Own the Commercial Programs calendar, coordinating with Marketing on campaign timing, product launches, and seasonal priorities.
• Track and assess Sales and BDR team capacity against program demand, flagging gaps or overload risks.
• Create Sales and BDR team member cadences that align with engagements and product messaging.
• Maintain process documentation for inbound and outbound efforts between Sales, BDR, and Marketing.

Commercial Programs Manager

• Manage a full sales cycle, including qualification, discovery, solution alignment, proposal creation, and contract negotiation, to close new business with nonprofit clients across North America.
• Conduct discovery meetings with prospective customers to identify key organizational challenges and tailor OneCause solutions accordingly.
• Deliver product demonstrations that align to client-specific fundraising goals and clearly communicate value propositions.
• Generate additional qualified opportunities via referrals, professional networking, and self-directed prospecting.
• Track and manage sales activities and pipeline using Salesforce and other sales tools to ensure accurate forecasting and pipeline visibility.
• Develop and present customized proposals and pricing structures aligned with customer goals and organizational objectives.
• Achieve assigned monthly, quarterly, and annual revenue goals through high-impact sales execution and strong follow-up practices.
• Regularly report sales metrics, progress, and insights to leadership and adapt strategy based on performance feedback.
• Collaborate with cross-functional stakeholders to support onboarding handoffs and ensure smooth transition of new customers.
• Continuously adopt and adapt to new technologies and internal sales process updates to enhance productivity.
• Stay informed of nonprofit industry trends and fundraising best practices to provide relevant and consultative support.
• Participate in team strategy sessions and training to share insights and improve performance across the sales organization.

Account Executive – Fundraising Experiences

• Own the data engineering work across the full client lifecycle — from onboarding through complex post-onboarding requests
• Design and execute large-scale migrations
• Build and improve ETL processes
• Collaborate directly with Engineering, Product, and Sales to solve harder data problems
• Support junior team members as the team grows
• Manage and prioritize your own workflows
• Document your solutions and support team knowledge sharing

Data Operations Specialist

Backend Engineer

• Develop and optimize stored procedures, functions, and queries in large relational databases.
• Maintain and improve ETL workflows and back-end data transformation jobs.
• Troubleshoot data quality issues and performance bottlenecks.
• Participate in schema and architecture design discussions.
• Review code and provide mentorship to team members.

Database Developer

Director

• New Logo Acquisition
• Lead and coach a team of Account Executives focused on closing net new business across the Fundraising Experiences portfolio.
• Own the new logo pipeline: set targets, manage forecast accuracy, and build a repeatable outbound motion to drive new opportunities, including collaboration with existing and new partner relationships.
• Coach AEs through complex, multi-stakeholder sales cycles, focusing on Enterprise-sized deals—from qualification through proposal, negotiation, and close—and enforce deal qualification standards and handoff protocols.
• Drive consistent execution of sales methodology through call reviews, deal coaching, and pipeline inspections.
• Expansion & Account Growth
• Lead a team of Account Managers responsible for growing and retaining Strategic accounts through upsell, cross-sell, and adoption-driven expansion.
• Drive YoY processing volume growth and build cross-sell penetration across Bonterra’s product portfolio.
• Ensure consistent execution of Mutual Success Plans across eligible accounts, maintaining account tiering discipline and an expansion opportunity pipeline supporting net new ARR.
• Coach Account Managers to lead growth conversations with confidence—connecting customer outcomes to commercial opportunity.
• Team Leadership
• Manage and develop a combined team of seven. Own capacity planning, account load standards, and role-specific performance frameworks.
• Set clear priorities, build processes and workflows, and foster a culture of accountability, coaching, and collaboration between the new business and expansion functions.
• Systems & AI
• Partner with VP of Strategic Accounts and Revenue Operations to build growth infrastructure: Account Plans, Mutual Success Plans, Growth CTAs, and KPI dashboards.
• Define requirements for AI-powered account research and deal coaching tooling.
• Ensure Salesforce data standards support reliable Opportunity workflows, pipeline reporting, and comp tracking across both AE and AM motions.
• Cross-Functional Leadership
• Serve as a revenue liaison across Sales, Services, Marketing, and Product—aligning new logo acquisition with expansion strategy.
• Own the monthly and quarterly growth metrics narrative for senior leadership, covering both new logo and expansion performance.

Director – New Logo & Expansion

Product Manager

• Own Product Strategy & Outcomes
• Define target markets and customer segments, identifying where Bonterra can win and how to differentiate.
• Define and evolve a clear product vision, strategy, and roadmap aligned to Bonterra’s mission and business objectives.
• Own and be accountable for product outcomes, including adoption, engagement, retention, and revenue impact.
• Translate company-level goals and OKRs into focused product bets with clear success metrics.
• Own Continuous Product & Market Discovery
• Continuously assess market trends, competitive positioning, and emerging opportunities to inform strategy.
• Partner with Design, Engineering, and Research to run continuous discovery, including customer interviews, usability testing, data analysis, and experimentation.
• Identify and validate customer problems, test hypotheses, and ensure solutions deliver real customer and business value.
• Develop deep understanding of nonprofit workflows, motivations, and constraints across different customer segments.
• Own Packaging, Pricing & Positioning
• Own product packaging and pricing strategy, including tiering, monetization models, and value-based pricing; with the ability to navigate unique considerations of AI features.
• Define clear, compelling product positioning and messaging that differentiates Bonterra in the market.
• Continuously test and optimize pricing and packaging based on market feedback and performance.
• Deliver High-Impact Solutions
• Lead end-to-end product launches.
• Collaborate closely with Engineering and Design to define solutions, scope work, and deliver iteratively.
• Partner closely with Marketing, Sales, and Customer Success to drive successful go-to-market execution.
• Measure and optimize go-to-market performance, including conversion, pipeline contribution, and adoption.
• Maintain a healthy, prioritized roadmap focused on outcomes over output , making clear trade-offs when needed.
• Ensure product requirements are clear, lightweight, and enable teams to move quickly without sacrificing quality.
• Use Data, AI, and Insights to Inform Decisions
• Define and monitor key product metrics; use qualitative and quantitative data to guide prioritization and iteration.
• Leverage experimentation and analytics to evaluate product performance and inform roadmap decisions.
• Contribute to Bonterra’s use of AI-driven and data-informed capabilities , with an emphasis on responsible, customer-centric application.
• Launch, Learn, and Iterate
• Lead product launches in partnership with Marketing, Sales, and Customer Success, ensuring strong positioning and enablement.
• Gather post-launch insights and continuously refine the product based on customer feedback and performance data.
• Influence & Lead Across the Organization
• Act as a trusted product leader and subject-matter expert for your product area.
• Communicate clearly and persuasively with stakeholders at all levels, including executives.
• Mentor and support junior product managers, contributing to a strong product culture grounded in learning and impact.

Principal Product Manager

• Deliver exceptional customer support through email, chat, and phone channels.
• Collaborate closely with internal teams to address technical issues and escalate concerns.
• Swiftly identify and escalate technical issues to internal support teams.
• Cultivate collaborative relationships within the Customer Support team and across departments to effectively meet customer needs.

EA Client Support Specialist

• Provide exceptional customer support across email, chat, and phone channels.
• Swiftly and accurately address customer inquiries with professionalism.
• Exemplary attention to detail to swiftly identify and escalate technical issues to internal support teams.
• Ensure timely ticket escalation to appropriate departments.
• Cultivate collaborative relationships within the Customer Support team and across departments to effectively meet customer needs.
• Demonstrate a passion for Bonterra Tech and possess strong technological aptitude, willing to collaborate with various organizations seeking assistance.
• Exhibit excellent oral and written communication skills, coupled with robust critical thinking and logical problem-solving abilities, with a willingness to learn.