Solutions Consultant

Virtuous

United States

On-site

USD 110,000 - 150,000

Full time

30 hours ago
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Benefits offered by this job

401(k) matching
Unlimited PTO
Health benefits
Volunteer days
Company outings
Paid parental leave
Bonusly recognition

Job summary

Virtuous is seeking a Solutions Consultant to join our Professional Services team. You will help nonprofit organizations solve fundraising and operational challenges by designing practical solutions and guiding advanced customers across the Virtuous platform.

You will lead consulting sessions, translate goals into scalable workflows, and deliver technical training for customers with varied technical knowledge. Travel may be occasional as needed to support engagements.

Qualifications

  • Five or more years of relevant experience in nonprofit settings or consulting for nonprofits.
  • Hands-on experience administering, configuring, or consulting in nonprofit CRM or fundraising platforms.
  • Strong consultative problem-solving translating customer needs into actionable system solutions and workflows.
  • Experience delivering technical or process training to customers with varying levels of technical knowledge.
  • Comfort working with data, spreadsheets, queries, reporting tools, and BI concepts.
  • Excellent communication, facilitation, presentation, and documentation skills.

Responsibilities

  • Serve as a Virtuous expert and clearly communicate complex functionality to customers and internal teams.
  • Lead consulting sessions to understand goals, evaluate processes, identify challenges, and recommend solutions.
  • Translate nonprofit fundraising goals into scalable solutions across the Virtuous platform.
  • Advise customers on fundraising practices and how to use automation and personalization to improve donor retention.
  • Design end-to-end donor journeys with digital channels, automation, and insights.
  • Assess client system landscapes and advise on integrations with other platforms.
  • Configure customer solutions including automations, reports, forms, and giving templates.
  • Deliver advanced, role-based training and create guides for customers.
  • Manage Professional Services engagements (scope, hours, timelines, deliverables).
  • Document successful solutions in a shared repository for reuse by the team.
  • Identify recurring needs and suggest improvements to offerings.

Skills

Nonprofit fundraising
Donor engagement
Consultative problem-solving
Training customers
Data analysis
Communication
Travel flexibility

Tools

Nonprofit CRM
Marketing automation
Reports & dashboards

Job description

Position Summary
The Solutions Consultant is a customer-facing member of the Professional Services team who helps nonprofit organizations solve fundraising, operational, and system challenges. This role combines nonprofit expertise, consultative problem-solving, and hands-on system experience to design practical solutions, guide advanced customers, and strengthen how Professional Services delivers repeatable services.
Position Summary
The Solutions Consultant is a customer-facing member of the Professional Services team who helps nonprofit organizations solve fundraising, operational, and system challenges. This role combines nonprofit expertise, consultative problem-solving, and hands-on system experience to design practical solutions, guide advanced customers, and strengthen how Professional Services delivers repeatable services.
Responsibilities
  • Serve as a Virtuous expert, with a thorough understanding of the Virtuous suite of products and the ability to clearly communicate complex functionality to customers and internal teams.
  • Lead consulting sessions to understand customer goals, evaluate current processes, identify challenges, and recommend practical solutions.
  • Understand nonprofit fundraising goals and translate them into scalable solutions across the Virtuous platform.
  • Advise customers on responsive fundraising practices and how to use automation, segmentation, and personalization to strengthen donor retention and lifetime value.
  • Design end-to-end donor engagement journeys that incorporate digital channels, responsive automation, and actionable insights.
  • Assess customers’ broader system landscapes and advise how Virtuous should connect with or work alongside other platforms.
  • Design and configure customer solutions, including automations, reports and dashboards, receipt templates, and giving forms.
  • Deliver advanced, role-based training and create supporting guides, documentation, and customer resources.
  • Manage assigned Professional Services engagements, including scope, billable hours, timelines, deliverables, and customer communication.
  • Document successful solutions, configurations, and best practices in a shared repository for future use by the Professional Services team.
  • Identify recurring customer needs and recommend improvements to existing Professional Services offerings or opportunities for new offerings.
  • Collaborate with Customer Success, Sales, Onboarding, Product, Development, and other Professional Services team members to support successful customer outcomes.
You Must Have
  • Five or more years of relevant experience, including working in or consulting for nonprofit organizations, with a strong understanding of fundraising operations and donor engagement.
  • Hands-on experience administering, configuring, or consulting in a nonprofit CRM, fundraising, or marketing automation platform.
  • Consultative problem-solving experience, including translating customer needs into practical system and process solutions and configuring workflows, automations, reports, forms, or similar tools.
  • Experience delivering technical or process training to customers with different levels of technical knowledge.
  • Comfort working with data, spreadsheets, queries, reporting tools, and business intelligence concepts.
  • Strong communication, facilitation, presentation, and documentation skills.
  • The ability to manage multiple billable customer engagements, competing priorities, and deadlines in a fast-paced environment.
  • Comfort using AI tools responsibly to research, analyze, document, and improve solutions.
  • The ability to travel occasionally for customer engagements.
Nice to Have
  • Prior experience with Virtuous CRM and related Virtuous products.
  • Experience working across multiple nonprofit systems, including integrations, APIs, and how data moves between platforms.
  • Professional Services, nonprofit technology consulting, SaaS implementation, or customer enablement experience.
  • Experience developing service offerings, delivery playbooks, or internal solution repositories.
  • Working knowledge of HTML and CSS for building and customizing receipt and email templates, giving forms, and other customer-facing assets. Familiarity with SQL is also helpful.
About Us
Virtuous software is powering the world’s leading nonprofits and inspiring a new generation of generosity.

At Virtuous, we believe generosity has the power to transform the world - and so we are on a mission to create $10B in net new generosity by helping nonprofits better connect with and inspire their donors.

Our talented team is hungry, humble, and committed to delivering best-in-class software solutions, customer success interactions, and sales experiences to the nonprofit community.

Our Values Are More Than Just a Poster On The Wall. Instead, Our Mission And Values Are Precisely Why Candidates Choose Virtuous. Our Core Values Are

  • Build Better: We build audacious ideas to accelerate philanthropy and dismantle the status quo.
  • Display Radical Generosity: We are generous with our time & talent as we serve our team and the nonprofit community.
  • Stay Humble & Enjoy the Journey: We take our work seriously, but we don't take ourselves too seriously.
What We Offer
  • Market competitive pay leveraging Carta data
  • Employee recognition through Bonusly (birthdays, anniversaries, achievements, etc.)
  • 401(k) retirement plan with company matching- 50% match up to 6% of compensation after 90 days
  • We value our employee’s work-life balance and encourage taking advantage of Unlimited PTO
  • Supportive time off including paid volunteer days and company holidays
  • Employer-contributed healthcare benefits, encompassing medical, dental, and vision coverage, with plans available for dependents and choices for Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).
  • 12 weeks primary parent leave, 4 weeks secondary parent leave - full pay (adoption as well)
  • We pride ourselves on Community and host exciting company outings and events.
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