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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
project managementdata migrationsystems integrationCRM administrationSaaS platformsintegration toolsOmatic productssolution designperformance reviewscustomer onboarding metrics
Soft Skills
leadershipmentoringcommunicationcollaborationtime managementorganizational skillsattention to detailadaptabilityself-motivated learningcustomer empathy
Tools & Technologies
SalesforceMonday.comAI toolsemail marketing systemspeer-to-peer fundraising platformsonline donations systemsevents management systemsalumni management platformsproject tracking systemsdocumentation tools
Industry Keywords
professional servicesconsultingnonprofit organizationscustomer-facing teambest practicescontinuous improvementescalation managementcustomer outcomestechnical solutionsindustry trends
About the role
Key responsibilities & impact- Lead, mentor, and coach a team of five Integration Consultants to deliver exceptional customer outcomes
- Hire, train, and professionally grow top talent
- Conduct performance reviews, set goals, and empower consultants to own their growth
- Foster a culture of accountability, curiosity, and continuous improvement
- Oversee all Integration Consultant activities and escalation management
- Drive the Professional Services team to meet and exceed customer onboarding metrics
- Serve as a trusted advisor and escalation point for customers seeking best practices on Omatic products and services
- Manage customer escalations with urgency, empathy, and resolution focus
- Identify creative technical solutions to complex data and integration challenges
- Continuously experiment and improve delivery processes and documentation
- Accurately track and report project hours, notes, utilization, and status within internal systems
- Provide pre-sales support including scoping, scope delivery, and solution design
- Assist the Omatic Sales team in positioning and selling onboarding services
- Conduct internal software trainings on tools your team utilizes day-to-day
- Engage in ongoing professional development to stay current on industry trends
Requirements
What you’ll need- Demonstrated success leading or managing a professional services, consulting, or customer-facing team
- Strong project management skills. Scheduling, task management, and juggling multiple initiatives simultaneously
- Excellent written and verbal communication skills; ability to translate technical concepts for varied audiences
- Proven ability to build collaborative relationships across internal teams and with external customers
- Superior time management and organizational skills with exceptional attention to detail
- Technical aptitude and comfort navigating SaaS platforms and integration tools
- Ability to thrive in a fast-paced, team-oriented environment and adapt to changing priorities
- Self-motivated learner who proactively advances their product and industry knowledge
- Expertise on Omatic products and remain well-versed on product features and functionality (Preferred)
- Experience working with or supporting nonprofit organizations (Preferred)
- Familiarity with nonprofit systems such as email marketing, peer-to-peer fundraising, online donations, events management, or alumni/membership management platforms (Preferred)
- Proficiency with project management tools as well as Salesforce such as Monday.com or similar (Preferred)
- Experience leveraging AI tools (e.g., Claude, ChatGPT) to improve personal and team productivity (Preferred)
- Background in data migration, systems integration, or CRM administration (Preferred)
- 5-7 years of experience
Benefits
Comp & perks- Competitive compensation, benefits, and flexible work environment
- Professional development opportunities
