CRM Implementation Specialist (Nonprofits) (Remote)

LiveImpact; United States; On-site; USD 80,000 - 110,000; Full time

Job summary

LiveImpact, a nonprofit-focused AI technology platform, seeks a CRM Implementation Specialist to guide client deployments and data migrations. You will review nonprofit data, configure imports, and deliver trainings to ensure successful onboarding.

The role demands strong Excel and data analytics skills, superior communication, and a client-centric mindset. You will manage multiple client implementations, work in a fast-paced team, and advocate for LiveImpact while providing feedback to product

Qualifications

• Minimum 4+ years of nonprofit experience.
• Proficient with nonprofit databases and CRM implementations.
• Advanced Excel and data analytics experience.
• Strong written and spoken communication.
• Experience delivering client trainings.

Responsibilities

• Guide nonprofits through LiveImpact implementation and meet onboarding milestones.
• Review client data and assess readiness for import.
• Communicate data issues and data preparation steps to clients.
• Host client trainings during initial setup.
• Ensure correct account setup and data import validation.
• Provide triage and support in early usage.
• Advocate for LiveImpact with clients and collect feedback for product teams.
• Publish tutorials, blogs and social media posts.

Skills

Nonprofit data experience

Excel expertise

Data analytics

Communication skills

Training experience

Customer service mindset

Tools

Raiser's Edge

Salesforce

DonorPerfect

Bonterra

Apricot

Job description

LiveImpact is a cutting-edge AI technology platform for nonprofits that is at an exciting stage of rapid growth and expansion. It's our mission to bring the best in class technology solutions to social good organizations to increase efficiency, supercharge fundraising, and demonstrate impact. Our real-time cutting-edge AI enabled cloud, and mobile apps are built to be secure, reliable, and scalable. Our platform is built to support social innovation around the world. We created LiveImpact to be completely integrated and customizable so nonprofits can focus on what's most important - their Mission.

We are a seeking a customer centric CRM Implementation Specialist for our client services team. The ideal candidate has managed nonprofit databases like Raiser's Edge, Donor Perfect, Salesforce, Bonterra, Apricot etc. and understands how nonprofits utilize data to manage their clients, volunteers, donors and programs. The CRM Implementation Specialist should have extensive experience with data, be an expert in MS Excel and have strong customer service skills. This is a critical role that engages with nonprofits and supports them as they migrate from other products to our platform. The ideal candidate is a tech savvy, problem solver who can perform under pressure and balance competing priorities in an exciting, nonprofit-centric, and results oriented team. Most importantly, you must believe in our mission to help nonprofits thrive. This is a great opportunity for an individual that wants to make long term impact at the intersection of technology and philanthropy.

Responsibilities and Duties

• Guide nonprofits through the LiveImpact implementation process and ensure key on-boarding milestones are met prior to going live.
• Review client data and assess readiness for import into our platform.
• Communicate data issues to the client and help them understand how to prepare their data to be imported in our platform.
• Communicate our expectations and requirements to clients and help them understand their list of tasks and activities to prepare for the implementation.
• Host custom trainings for each client as part of their initial setup.
• Ensure correct account set-up and successful data import and validation.
• Respond to service inquiries, requests, and questions with the confidence that you are really making a difference.
• Provide triage to clients as they learn the platform and in their first few months of usage.
• Approach client engagement with a positive attitude and solutions mindset.
• Act as an advocate and ambassador for LiveImpact, our platform, applications, and functionality.
• Concurrently manage a portfolio of client implementations.
• Cultivate positive working relationships with our clients to help them fall in love with our technology.
• Provide feedback and QA insight to our product team with the goal of continually enhancing the functionality.
• Create and publish tutorials, blogs and social media posts.

Qualifications and Skills

• 4+ years of experience working with nonprofits.
• Expertise with nonprofit databases (for example Raiser's Edge, Salesforce, DonorPerfect, Bonterra, Apricot etc.) and understanding of how nonprofits can benefit from accessing their data.
• Expertise in working with data, databases, CRM implementations.
• Advanced MS Excel skills.
• Experience with reporting and data analytics.
• Motivated and diligent self-starter with a track record of success.
• Superior written and oral communication skills.
• Experience in conducting customer trainings.
• Ability to work in a fast paced and highly collaborative entrepreneurial environment.