Associate Implementations Consultant providing counsel and support to clients in nonprofit fundraising operations. Engaging with healthcare systems, academic medical centers, and more for technology and operations projects.
Responsibilities
Use your expertise of advancement/development operations to provide counsel and support to clients from healthcare systems and academic medical centers.
Work independently or as part of a team on technology and operations projects, including assessments, software implementations and health checks.
Manage the implementation, customization and optimization of Slate CRM.
Lead select engagements with multiple team members and serve as a team member on other engagements.
Collaborate regularly with internal team members and clients to ensure delivery of cohesive and quality work product delivered by deadline.
Contribute to internal BWF initiatives that enhance CRM capabilities, operational efficiency, and data management strategies.
Provide training to clients and create documentation on CRM processes.
Troubleshoot issues and collaborate with IT and business teams to resolve them effectively.
Participate in and lead portions of sales demos and present at user conferences.
Requirements
5+ years of relevant work experience related to fundraising operations in higher education, healthcare, and/or other nonprofit settings.
Experience working on large scale technology and operations projects, with exposure to a wide variety of fundraising technology solutions.
CRM implementation experience preferred.
Analytical skills, both qualitative and quantitative, and a solid strategic thinking ability for developing recommendations and other client deliverables.
Strong project management skills, with experience leading data migration or system integration projects.
Proficiency in SQL and data integration tools for managing databases and ensuring data integrity across systems.
Excellent communication and presentation skills, both written and verbal.
Ability to work in high pressure situations.
Ability to work independently and as a part of a team.
Solid time management skills and the ability to manage multiple priorities simultaneously.
Understanding of project management concepts, such as managing scope, schedule, and budget, and identifying risks, opportunities, and constraints.
Comfort selling services and generating leads and clients.
Bachelor’s degree or equivalent work experience; professional certification welcome.
Commitment to an inclusive, high-performing workplace culture.
Benefits
Paid holidays, PTO and volunteer time off.
401(k) retirement plan with employer contribution.
Medical, dental, and vision insurance with HSA and FSA (medical and dependent care) options.
Employer paid basic life insurance, short and long-term disability, and Long-Term Care insurance.
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