Remote Fundraising Tech Implementation Specialist

Apex Systems; Vancouver; Hybrid; CAD 97,000 - 153,000; Full time

Job summary

Everforth Apex is seeking an Implementation Specialist to support onboarding and end-to-end implementation of fundraising and donor-management technology platforms.

The successful candidate will guide customers through the implementation lifecycle, including platform configuration, data migration, campaign setup, training, and go-live support, while collaborating with cross-functional teams in a remote environment across Canada and the United States.

Qualifications

• 2+ years in software implementation or related field.
• Experience implementing or supporting customer-facing software.
• Strong project-management skills to manage priorities, deadlines, and customer expectations.
• Proficiency in Microsoft Excel for data manipulation, analysis, validation, imports/exports, and reporting.
• Experience working with customer data and supporting data-migration activities.
• Experience providing technical or customer support via email, virtual meetings, and phone calls.
• Strong troubleshooting, analytical, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to work independently in a remote environment while collaborating with cross-functional teams.
• Customer-focused and comfortable working with external stakeholders.
• Ability to learn and manage multiple software applications simultaneously.

Responsibilities

• Lead multiple customer implementation projects, ensuring deliverables are completed on time and within scope.
• Guide onboarding, platform configuration, training, and go-live activities.
• Lead end-to-end implementations of fundraising and donor-management solutions.
• Configure donation forms, fundraising campaigns, events, and peer-to-peer fundraising capabilities.
• Support payment-processing configurations, integrations, and related troubleshooting.
• Migrate, validate, manipulate, and transform customer data, including contact, donation, campaign, and custom-field information.
• Analyze data to identify quality issues and support accurate imports, exports, and reporting.
• Translate customer goals and operational requirements into practical system configurations and workflows.
• Provide consultative support through customer meetings, training sessions, and email communication.
• Establish clear project expectations, document requirements, and proactively communicate risks or potential delays.
• Troubleshoot technical and functional issues throughout the implementation process.
• Gather customer feedback and communicate product-related needs to internal teams.
• Collaborate with implementation, customer success, sales, services, and product stakeholders for smooth execution and handoffs.
• Maintain current knowledge of platform features and fundraising workflows.

Skills

Project management

Customer engagement

Data migration

Excel

Technical troubleshooting

Communication

Remote collaboration

Data analysis

Tools

Salesforce

Slack

Google Workspace

Job description

Everforth Apex is seeking an Implementation Specialist to support onboarding and end-to-end implementation of fundraising and donor-management technology platforms.

The successful candidate will guide customers through the implementation lifecycle, including platform configuration, data migration, campaign setup, training, and go-live support, while collaborating with cross-functional teams in a remote environment across Canada and the United States.