解决方案顾问
Solutions Consultant
职位简介
解决方案顾问是专业服务团队中面向客户的成员，帮助非营利组织解决筹款、运营和系统方面的挑战。该职位结合了非营利行业专业知识、咨询式问题解决能力以及实际的系统经验，以设计实用的解决方案，指导高级客户，并提升专业服务团队交付可重复服务的能力。
职责
- 作为Virtuous专家，全面了解Virtuous产品套件，并能够向客户和内部团队清晰地传达复杂功能。
- 主导咨询服务会议，了解客户目标，评估现有流程，识别挑战并推荐实用解决方案。
- 理解非营利组织的筹款目标，并将其转化为Virtuous平台上的可扩展解决方案。
- 为客户提供响应式筹款实践建议，以及如何利用自动化、分组和个性化来增强捐赠者保留率和终身价值。
- 设计端到端的捐赠者参与流程，包括数字渠道、响应式自动化和可操作的洞察。
- 评估客户的整体系统环境，并建议Virtuous应如何与其他平台连接或协同工作。
- 设计和配置客户解决方案，包括自动化、报告和仪表板、收据模板和捐赠表单。
- 提供高级的角色化培训，并创建支持性指南、文档和客户资源。
- 管理分配的专业服务项目，包括范围、计费工时、时间表、交付成果和客户沟通。
- 在共享存储库中记录成功解决方案、配置和最佳实践，供专业服务团队未来使用。
- 识别客户的常见需求，并建议对现有专业服务产品进行改进或提出新的产品机会。
- 与客户成功、销售、入职、产品、开发和其他专业服务团队成员协作，以支持客户的成功结果。
你必须具备
- 五年或以上相关经验，包括在非营利组织工作或提供咨询服务，对筹款运营和捐赠者参与有深入理解。
- 在非营利CRM、筹款或营销自动化平台中具有实际操作、配置或咨询服务的经验。
- 具备咨询能力
查看英文原文
**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:
1. **Build Better**: We build audacious ideas to accelerate philanthropy and dismantle the status quo.
2. **Display Radical Generosity**: We are generous with our time & talent as we serve our team and the nonprofit community.
3. **Stay Humble & Enjoy the Journey**: We take our work seriously, but we don't take ourselves too seriously.
Virtuous should act as a career accelerator for everyone on our team. Team members should look back at their time at Virtuous as one of the most productive and stretching seasons in their professional lives. This means that working at Virtuous isn't for everybody. It is for the select few who are ready to do hard things and build something truly great.
If this sounds like you, we’d love for you to apply!
## **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.
We’ve recently noticed an increase in recruitment scams where individuals are impersonating recruiters to obtain personal or financial information through fraudulent interviews and job offers.
Please note that all legitimate communication from Virtuous will only come from the @ [virtuous.org](http://virtuous.org) domain. If you receive a message from other domains, even if they look similar (e.g., [virtuouscareers.org](http://virtuouscareers.org) or [virtuousjobs.com](http://virtuousjobs.com)), they are **not legitimate** and we recommend disregarding it immediately.