Solutions Consultant

Togetherwork; Austin (TX); Hybrid; USD 70,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Job summary

Togetherwork is seeking a Solution Consultant in Austin, TX (Hybrid) or remote across the US. You will translate client requirements into functional specifications and actual system configurations, focusing on CRM-related processes and Dynamics 365 capabilities.

The role emphasizes working with nonprofit associations to improve staff and member experiences, gather business requirements, and train clients on solutions while maintaining project budgets and timelines.

Qualifications

• Bachelor's degree and at least 1 year of work experience in a related field.
• Solid technical skills with Microsoft Dynamics 365 or similar platforms.
• Understanding of CRM applications and basic databases structures such as SQL.
• Experience with non-profit membership/meeting management and fundraising is a plus.
• Proficient with Microsoft Office Productivity Suite (Word, Excel, Outlook).
• Ability to work with various stakeholders to ensure quality and timely project delivery.
• Effective communication and the ability to turn clients into satisfied users.

Responsibilities

• Acquire a fundamental understanding of our products and policies.
• Engage with clients to understand goals and design requirements.
• Provide advice and a clear vision on how to achieve project goals using tools and methodologies.
• Develop functional requirements documentation for customer approval.
• Implement and support system configurations based on approved requirements and SOPs.
• Provide training to customers and participate in education activities.
• Document and build out solutions for consistent client support.
• Continuously study emerging tools and practices for the association marketplace.
• Provide consulting services within project budgets.
• Perform other tasks as assigned by supervisor.

Skills

CRM applications

SQL basics

Office Suite

Stakeholder collaboration

Communication

Problem solving

Education

Bachelor's degree

Tools

Microsoft Dynamics 365

Job description

Solution Consultant

Location: Austin, TX (Hybrid), OR remote (US)

What You'll Do:

The solution consultant will work with clients to help leverage their investment in our technologies. The ideal candidate will be able to assist association clients to achieve their technology goals using methodologies that are consistent with our technology roadmap.

Successful candidate will have a passion for helping non-profit member-based associations implement technology that will improve their staff and member experiences. The role requires a solid understanding of how to gather business requirements and an ability to translate into functional specifications and solutions that provide value to our clients. This includes the ability to conceptualize and communicate creative ideas to association staff.

Responsibilities

• Acquire a fundamental understanding of our Products, Customer Support Policies, and the contractual agreements in place between our company and our clients.


• Engage with our clients to understand their goals and design requirements


• Provide advice and communicate a clear vision on how best to achieve their project goals utilizing tools, applications and methodologies that will provide exceptional value to our clients


• Develop functional requirements documentation for customer approval


• Implement and support system configurations and test based on the client approved requirements and according to our standard operating procedures (SOPs).


• Provide training to customers and participate in other educational and training activities


• Utilize a uniform approach to documenting and building out solutions that will ensure consistent ongoing support to clients


• Continuously study emerging tools, technology and business practices for the association marketplace, and the application of these tools and practices


• Provide consulting services to clients in a manner that is consistent with project budget


• Other related tasks as assigned by supervisor

What You'll Bring:

• Bachelor's degree and at least 1 year of work experience in a related field


• Solid technical skills, specifically regarding Microsoft Dynamics 365 (or similar) and related platforms


• Understanding of CRM applications and basic database structures such as SQL


• Experience with non-profit organization functions such as membership management, meeting management, professional development, and fundraising is a plus


• Proficient with Microsoft Office Productivity Suite (Word, Excel, Outlook)


• Ability to work with various stakeholders and teams to ensure quality and timely project delivery


• Comfortable taking initiative to be productive and efficient, enjoy being hands-on, owning their role and ensuring the work is executed with attention to detail


• Effective communication skills and an inherent desire to turn clients into \"Raving Fans\"

The Company offers a comprehensive employee benefits program, including:

Medical, dental, and vision insurance options
100% employer-paid short- and long-term disability
Basic life insurance
401(k) with 100% company match up to 4%
Flexible paid personal/vacation time built on trust and accountability
10 sick days annually
10 company-paid holidays
6 weeks paid parental leave

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

$70,000- $76,000

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.

Interview Process & Expectations

Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication.