CRM Training & Implementation Consultant (Nonprofit Software)

Job Type

Full Time




1801 West Warner Avenue
Suite 201
United States


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 4.8/5.0 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. 



Level of Language Proficiency


Professional Level


Minimum Education Required

4-year degree