Senior Functional Consultant (CRM) at Zuri Group | Torre

Senior Functional Consultant (CRM)

You'll drive transformative change for nonprofits, shaping missions with innovation.
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Full-time

Legal agreement: Employment

Compensation USD120k/year
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Remote (for United States residents)
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Posted 5 months ago

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Job DescriptionThe Senior Functional Consultant provides functional support and best practice guidance to Zuri Group clients. Typical client projects include the implementation and improved operation of fundraising software systems, including business process design, system configuration, conversion mapping and validation, system customization, reporting and data visualization, user acceptance testing, end-user training, deployment, and post-launch support. In this role, you would work directly with clients and lead partnerships as needed for clients ranging from large healthcare systems and universities to arts and cultural organizations and other non-profits. You would play a leadership role in client projects and serve as an agent of change. You possess strong communication skills and demonstrate an inquisitive nature. If you are interested in learning how things function and developing logical solutions to complex problems, this is the role for you!Job ResponsibilitiesGuide discovery for project deliverables including software design and configuration, custom development, and integration.Lead technical requirements gathering sessions, define and document project scope, and confirm solution viability.Proactively provide recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training. Include appropriate considerations of budget, timeframe, and client capacity. Support recommendations with knowledge of system opportunities and/or shortcomings.Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools.Communicate and collaborate with project managers, internal customers, and developers to design cohesive project strategies and ensure effective collaboration throughout all phases of development, testing and deployment.Maintain an agile and dynamic delivery to facilitate timely responses to changing project / core solution requirements and customer objectives and innovate ways to meet mission goals successfully.Work in customized CRM environments which include custom objects and workflows.Assist Sales in assessing and scoping new projects including developing cost estimates and contributing to client presentations.Support colleagues with technical assistance and best-practice guidance.Engage with the greater higher ed and nonprofit community, remain in the forefront of technological developments, and represent Zuri Group as a thought leader in the industry.Relevant Skills & Experience5+ years in higher education advancement or development.5+ years non-profit/higher ed CRM experience (BBCRM, RE/RENXT, Dynamics, Advance, Salesforce, Ascend, and/or Affinaquest).A nonprofit or higher education background and expertise in fundraising practices is also strongly preferred.Comfort leading conversation with audiences at all levels.Highly analytical, technically proficient, and able to learn new tools and software quickly.Ability to relay and explain technical concepts to a broad audience, including non-technical staff.Strong oral and written communication skills with a demonstrated ability to document and organize tasks and decisions.Experience as a consultant or with large database or CRM implementations.Experience leading user training and testing.Demonstrates excellent interpersonal skills. Must have flexibility and ability to adapt quickly to new situationsMust have ability to establish and cultivate strong work relationshipsProfessional proficiency in written and spoken English sufficient to communicate with both technical and non-technical stakeholders and staff effectively and accurately through all levels of the organization.Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging.The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.LocationWe are currently working remotely with no return to office date. Applicants may reside in the following states: AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, MI, MO, NE, NH, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WI, and WV. Due to FL legislation, Zuri Group is required to participate in e-verify.BenefitsMedical, Dental, and Vision insurance, some plans covered 100% by Zuri Group.Health Savings Account (HSA) contribution by Zuri Group on eligible plans.Basic Life Insurance provided by Zuri Group.Group plans for voluntary coverage including Short-Term Disability, Long-Term Disability, Life, Accident, Critical Illness, and Supplemental Vision.401(k) Plan with 3% employer contribution.Flexible Spending Accounts (FSA) for health and dependent care expenses.Company cell-phone plans and work-from-home equipment.Wellness program and an emphasis on work-life balance.Continuing education time and reimbursement.
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