Consultant

Momentive; Oregon; Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Remote work option

Medical, dental & vision benefits

401(k) with company match

Job summary

Momentive Software is seeking a driven analyst to expand their skill set on the Cobalt Dynamics 365 platform. You will collaborate with clients to translate business objectives into configurations, contribute to requirements gathering, documentation, QA, and data migration, and manage client expectations with support from a PMO.

You will work on no-code configurations, guide clients on best practices, and thrive in a fast-paced, collaborative environment across internal teams and external

Qualifications

• 2–4 years of software implementation, CRM or client-facing services experience.
• Bachelor's degree in Information Technology, Information Systems, Business, or related field, or equivalent experience.
• Experience configuring a CRM/AMS platform (e.g., Microsoft Dynamics 365, Salesforce).
• Proficient in Office 365 (Word, Excel, PowerPoint, Outlook).
• Familiarity with SQL, reporting tools, and data migration concepts.
• Ability to learn new software quickly and build client relationships.

Responsibilities

• Learn and master Microsoft Dynamics 365 and Cobalt product configurations.
• Guide clients on best practices for leveraging Cobalt and Dynamics 365.
• Lead requirements gathering and translate business processes into configurations.
• Assist with business analysis, documentation, QA, and system configuration.
• Determine configuration needs for new clients and support data migration.
• Maintain client communication and manage project deliverables with PMO support.
• Handle multiple client implementations with minimal supervision.

Skills

CRM experience

MS Dynamics 365

Client-facing

Requirements gathering

SQL basics

Documentation

Project coordination

Education

Bachelor's degree in IT or related field

Tools

Microsoft Dynamics 365

Salesforce

Job description

Job DescriptionA driven professional who wants to expand their skill set and join a team of dedicated, technology-obsessed individuals. At Momentive Software, the Cobalt team specializes in agile implementations of Microsoft Dynamics 365, coupled with our own Cobalt products built on the Microsoft platform, serving associations, chambers of commerce, and other member-based organizations. In this role, you will collaborate with our clients to gain an in-depth understanding of their business objectives and deliver software solutions that align with those objectives. Your contributions will encompass project management, business analysis, system customization and configuration, functional documentation, and quality assurance, generating value for and trust with our clients. To thrive in this position, you should possess strong organizational skills, a drive to solve business challenges through technology, a penchant for collaborating with both internal team members and external clients, and a passion for exploring and mastering new, intricate technologies.

Duties & Responsibilities

• Learn and master Microsoft Dynamics 365 and Cobalt's product to effectively configure no-code solutions for our clients
• Provide hands-on guidance to clients on best practices for leveraging Cobalt and Microsoft Dynamics 365
• Lead requirements gathering and discovery sessions to translate client business processes into Cobalt configurations
• Assist with business analysis, functional documentation, quality assurance, and system configuration activities throughout the software development life cycle
• Determine database and Microsoft Dynamics 365 configuration needs and requirements for new clients
• Support data conversion and migration from legacy systems into Cobalt
• Maintain regular communication with clients during projects to develop trust and cooperation
• Manage project deliverables, timelines, and client expectations for your implementation projects, supported by a project management officer (PMO)
• Manage multiple concurrent client implementations while working with minimal supervision

Minimum Knowledge, Skills and Abilities

• Experience- Requires 2 to 4 years of related experience in software implementation, CRM or AMS consulting, or client-facing professional services
• Bachelor's degree in Information Technology, Information Systems, Business, or a related field, or equivalent experience
• Computer/Technical- Experience configuring a CRM or AMS platform (such as Microsoft Dynamics 365, Salesforce, or a comparable system)
• Proficient in Office 365, including Microsoft Word, Excel, PowerPoint, and Outlook
• Familiarity with SQL, reporting tools, and data migration concepts
• Demonstrated ability to learn new software applications quickly
• Other Skills- Excellent verbal and written communication, organization, and follow-up skills
• Demonstrated ability to build long-term relationships and trust with customers
• Excellent relationship-building skills and ability to work both individually and as a member of a team
• Proven ability to manage multiple tasks and priorities with minimal supervision
• Ability to work effectively within a fast-paced, deadline-driven environment

Working Conditions

• This is a remote position. Team members who prefer in-person collaboration are welcome at our Arlington, VA office, where several colleagues work regularly.
• Extended viewing of computer screens
• Some overnight travel may be required for client and team engagements

Essential Functions

• Spends time at a computer workstation and desk
• Moves throughout department or other locations to access or exchange information
• May involve carrying loads up to 50 lbs. and being able to remain in a stationary position
• May involve lowering oneself to file, and reaching, twisting or turning
• Involves handling office materials, typing, writing and other tasks that require manual dexterity
• Continuous listening
• Ability to communicate information
• This job may require accommodating different bodily movements and physical abilities

About Us

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive's cloud-based software and services to address their most pressing challenges - from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough - so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com .

Why Work Here?

At Momentive Software, we're a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you're looking for a place where your work matters and your ideas are valued, you'll find it here.

Medical, Dental & Vision Benefits

Medical, Dental & Vision Benefits401(k) Savings Plan with Company MatchFlexible Planned Paid Time OffGenerous Sick LeaveInclusive & Welcoming EnvironmentPurpose-Driven CultureWork-Life BalanceCommitment to Community InvolvementEmployer-Paid Parental LeaveEmployer-Paid Short-Term DisabilityRemote Work Flexibility

Diversity

Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.