We are seeking a self-motivated, intelligent, puzzle-loving problem solver who wants to help nonprofits use technology more efficiently. Above all else, you must be passionate about delivering best-in-class customer service. As a consultant, you will own the client onboarding and training process from beginning to end, helping new clients make a smooth transition from their previous fundraising and/or donor management systems to NeonCRM. You will also get to work with current clients to ensure they are implementing best practices and using NeonCRM to its fullest potential. This position is ideal for nonprofit development and administrative professionals who are looking to change careers but still want to help nonprofits meet their missions.
Serve as the onboarding project leader, taking responsibility for the overall success of new client implementations of NeonCRM products and integrations
Review and analyze client data, conduct data consultations with clients, and prepare data import rules for our software engineers
Lead live web-based product training webinars
Contribute to the continued development of our training curriculum
Develop extensive working knowledge of our products
1+ years in a training or teaching role, with ability to convey technical subject matter to non-technical audiences
Advanced knowledge of Microsoft Excel and familiarity with tools such as VLOOKUP
Experience working in a SaaS environment or with a similar CRM platform
Proficient with CiviCRM, Raiser's Edge or Salesforce highly preferred
Strong customer service background
Excellent analytical, organizational, and problem-solving skills
Strong attention to detail
80% of our team comes from a nonprofit background, and we’re driven to help our clients make a difference in the world - learn more on our careers page
Collaborative office environment that welcomes fresh ideas and allows you to make an impact
Great company culture – rated 4.7/5.0 on Glassdoor
INC. 5000 List of America's Fastest-Growing Companies for three consecutive years
Benefits include health/dental insurance, vacations, sick days, family leave, 401k with company match, pre-tax transit benefit program
Casual work environment, weekly staff social hour, regular company outings, stocked food pantry, and a convenient Ravenswood location with parking and close to public transit (CTA Brown & Metra UP-N Lines)
The position is based out of Chicago, IL and remote work arrangements will not be considered.
About NeonCRM by Z2 Systems, Inc.
NeonCRM cloud database empowers organizations to raise more revenue through automation, while helping staff streamline day-to-day processes more efficiently within one truly connected platform. This enables organizations to have their most important information in one dedicated system, accessible from any internet connection. Plus, online forms integrate easily with any website, auto feed information to NeonCRM, and allow for real-time processing and recurring payment scheduling. NeonCRM is an industry leading platform for organizations of all sizes that are in need of strong relationship management and a truly connected CRM.
NeonCRM Specialties Include:
• Web Based Database Management
• Integrated Custom Website Forms
• Fundraising & Membership Tracking
• Event Registrations
• Built-in eCommunications/Mailing
• Robust API
• Quick Books Integration
• Online Product & Digital Sales
• Integrated Credit Card & eCheck Payment Processing/Auto Recurring Payments
For a demonstration, 30-day free trial, and/or a 30-minute free consultation call 888.860.6366, email firstname.lastname@example.org, or go to www.z2systems.com.