Consultant

• The Onboarding Consultant works independently to deliver small (4-15 week) client implementations, requiring strong individual accountability.
• This role works closely with nonprofit Program Directors to lead implementations of Bonterra’s software.
• The primary responsibility of the Onboarding Consultant is to design and implement a solution that meets the customer's needs, taking into consideration staffing and programs, the client’s previous tools, and reporting requirements.
• Secondary to delivering a technical solution is the goal of empowering your clients with the skills and confidence needed to take ownership over their solution when your work is done.
• A successful implementation is one that both meets the customers’ needs and is quickly adopted by their staff.
• 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.

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