[Hiring] Implementation Specialist @Grantbook

Role Description

You are a self-motivated tech specialist who is equally adept at communicating with computers as you are at communicating with people. You don’t need to be a programmer, but you have a great grasp on how technology works. You might be great at system administration, cloud software configuration, integration, or data management, but your hidden talent is championing the user’s voice and explaining technology in simple terms.

At Grantbook, you’ll be part of the Delivery team providing services to our clients. You will research, recommend, implement, and help integrate different cloud solutions for grants management, customer relationship management, and related functional areas that meet our grantmaker clients’ needs. In this full-time role, you’ll work across a portfolio of clients in a consulting capacity, in various cross-functional teams of two to four. For each client, you will be responsible for the technical design and build of the configuration and/or integration pieces on multiple projects.

YOUR PRIMARY RESPONSIBILITIES:

• Work closely with project managers to serve as the technical resource on the implementation, setup, deployment and ongoing support and enhancements of grantmaking cloud solutions for clients.
• Configuring forms, workflows, dashboards and reports in the base cloud application product, starting with Fluxx, keeping user-friendly experience design in mind.
• Testing builds with significant complexity through documented requirements and savvy understanding of client processes and data scenarios.
• Creating user stories/testing checklists to support and facilitate client review and validation of the system build.
• Leading or supporting discovery meetings to map out business processes with clients, and translating them into system requirements.
• Setting up online portals for users to submit and review applications, reports and payments.
• Automating emails and communications between the foundation and their applicants to streamline the grant approval process.
• Building reports for foundation boards and directors to see where their funds are going, and where their impact is measuring against benchmarks.
• Monitoring application releases of new features and changes and consulting with clients to determine which features to test, deploy, and support.
• Advising clients on opportunities to integrate AI into their grantmaking workflows.
• Triaging support tickets submitted by clients to identify which component is impacted and appropriately assess priority and severity.
• Using middleware tools like Workato and Power Automate to build out API integrations between systems.
• Executing dataset-related tasks as needed, including data audits and analysis, data migration, deduplication, visualizations, and advising clients on data validation activities.
• Producing and sharing client-specific training and documentation, including on-site training, video tutorials, and blog posts around technology best practices and processes.
• Monitoring technology adoption and providing enhancements as needed.

ADDITIONAL RESPONSIBILITIES:

• Have fun, work as a team, and "get it done."
• Log your working time in Grantbook’s time tracking system as billable hours are the basis for revenue as Grantbook is a consultancy.

Qualifications

• Two-three years of working with the configuration implementation and technology adoption of cloud solutions, ideally in a grantmaking or nonprofit environment.
• Experience translating business requirements into the technical design and configuration build.
• Two-three years of data experience in an organization setting.
• High proficiency in the use of cloud solutions, such as G Suite, Office 365, Salesforce, Box, Dropbox, and Asana.
• Strong interest in developing an expertise in configuring grants management systems, such as Fluxx, GivingData, SurveyMonkey Apply, Salesforce, and SmartSimple.
• Prior experience managing data and configuring in data visualization tools (e.g. Qlik, Tableau) would be advantageous.
• Prior experience and familiarity working with Application Programming Interfaces (APIs) and relational databases preferred.
• Familiarity with front-end web technologies (e.g. HTML, CSS, Liquid code) is a bonus.
• Comfort using AI tools in your own work, along with a basic understanding of how AI agents connect to external systems and data.
• Demonstrated ability to work in a dynamic hybrid environment.
• Able to translate technical information into plain English.
• Exceptional written and oral communication skills.
• Excellent presentation and report writing skills.
• Proven interpersonal skills and a customer service oriented approach.
• Eligibility to work in Canada, and to travel to and work in client offices across North America.

Ideal Candidate Profile

• Stay Curious: You show up coachable, humble, and eager to grow.
• In It Together: You share the work and the wins — uplifting and empowering changemakers and colleagues along the way.
• Own It: You take responsibility for outcomes and are willing to set aside personal preferences in service of the mission.
• Dare to Make It Happen: You embrace experimentation and move forward even when the path isn’t fully defined.

Application Process

Find our full interview process and timelines here .

Only candidates selected for an interview will be contacted. Grantbook leverages AI to thoughtfully support aspects of our recruitment process.

Our Commitment

Grantbook welcomes and encourages applications from people with disabilities. Accommodations are available upon request throughout the hiring process.