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Customer Service
Onboarding Consultant
@Bonterra Tech LLC
[Hiring] Onboarding Consultant @Bonterra Tech LLC
Apr 15, 2025 - Bonterra Tech LLC is hiring a remote Onboarding Consultant. đź’¸ Salary: $55,000 - $65,000. đź“ŤLocation: USA.
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Role Description
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.
- Design and implement a solution that meets the customer's needs, considering staffing, programs, previous tools, and reporting requirements.
- Empower clients with the skills and confidence needed to take ownership over their solution.
- Balance client satisfaction with project budgets and timelines.
- Acquire and maintain expertise in a subset of Bonterra products across the Case Management and Fundraising & Engagement product suites.
- Apply expertise to pursue new, creative solutions when templated approaches aren’t a fit.
- Understand customers’ world to uncover dependencies and requirements for the software purchased.
- Design and configure custom solutions within budget.
- Produce clearly articulated solution documents and demonstrations.
- Perform technical demonstrations of solutions to clients, relating them to specific client requirements.
- Lead working sessions with customers to collaboratively build their solution.
- Develop and cultivate strong, trusted relationships with contacts at various levels of the customer’s organization.
- Maintain accurate project records in internal CRM (Salesforce) and project management tool (Monday.com).
- Balance personal performance targets in utilization, client satisfaction, and budget.
- Meet weekly over Zoom with each customer.
- Proactively identify and respond to risks, preventing escalations.
- Lead difficult conversations regarding project budgets, timelines, and priorities.
- Simultaneously manage between 15-20 projects.
Qualifications
- 4+ years of professional customer-facing experience
- Experience leading or managing internal projects or programs
- Active listening skills to understand a company’s org structure, goals, and data needs
- Problem-solving skills with technical agility and creativity
- Strong relationship-building skills
- Strong verbal and written communication skills
- Strong individual accountability and ability to work independently
Requirements
- 1+ years of professional experience in relevant industry such as technical support, project management, customer success, fundraising, or teaching/training
- 1+ years of professional or strong volunteer experience at a nonprofit
- End-user or administrator-level experience with any Bonterra Tech software
- Experience leading or contributing to implementation of software
- Experience using Microsoft Excel, Monday.com, Lucidchart, and Salesforce
Benefits
- Generous Flexible Time Off (FTO) Policy
- Up to 15 paid company holidays including some commemorating social justice events and self-care
- Paid volunteer time
- Resources for savings and investments
- Paid parental leave
- Paid sick leave
- Health, vision, dental, and life insurance with additional access to health and wellness programs
- Opportunities to learn, develop, network, and connect
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| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Customer Service
Customer Service
|
Salary
đź’¸
$55,000 - $65,000
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Apr 15, 2025
|
️
| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
