Professional Services Consultant

Neon One is seeking an Implementation Consultant for its Neon CRM product. This position will report to Neon One’s Implementation Manager. This is a remote (home-based) position until approximately Summer 2021, when Neon One’s Chicago office is scheduled to reopen (date subject to change). After the Chicago office reopens, this position will either be based at the Chicago office OR will continue to work from home.

Position Description

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 an implementation consultant, you will own the client onboarding and training process from beginning to end, helping new clients make a smooth transition from their previous donor/member database to NeonCRM.

Who are we? We are a mission-driven software company, working to empower nonprofit organizations with best-in-class technology solutions. We care about nonprofits and the people who run them, and we're constantly learning and growing both as individuals and as a team.

We’re proudly nerdy, know how to have fun, and - most of all - we like to get things done on behalf of our clients.

Who are you? You have a strong work ethic and are solutions-oriented. You're driven, passionate about client relationships, and enjoy thinking outside of the box to find solutions. You care about making good happen in the world and you'd like your job to be more than just a job.

Why work for us? We're growing rapidly. As a part of our team, you'll navigate challenging assignments, grow professionally, and have access to professional development opportunities and industry thought leaders. Best of all, you'll get to work with a great group of people that thrives on innovation, collaboration, creativity, and risk taking.

Primary Responsibilities

Maintain a full portfolio of new clients, serving as their primary point of contact throughout implementation. Work with a variety of clients of different missions and sizes.

Serve as the implementation project lead, taking responsibility for the client’s overall implementation success and timeline. Focused on launching clients as successfully and quickly as possible.  

Work autonomously to perform data imports, system configuration, training, and other onboarding tasks.

Lead live webinar product trainings that translate technical concepts to diverse audiences. Trainings are conducted daily, currently through Zoom. 

Review and analyze client data, conduct data consultations, and map client data from their legacy database to NeonCRM. Conduct basic data imports using in-product tools, and prepare complex more complex data imports by writing import rules for software engineers. 

Apply critical thought to anticipate client needs, provide solutions, and reduce friction involved in migrating to a new database.

Balance daily external interactions such as webinar trainings with “quiet time” activities such as data imports. 

Demonstrate excellent communication and customer service skills. 

Develop extensive working knowledge of our products.

In addition to achieving key performance benchmarks, employees are expected to demonstrate skills essential to this role: technical expertise (product knowledge), understanding of client best practices, project management, adaptability, problem solving, clear communication, excellent customer service, and data fluency. 

Contribute to other departmental duties as needed by the Professional Services team.

Basic Qualifications

1+ years in a training or teaching role, with ability to convey technical subject matter to non-technical audiences

Experience in the nonprofit industry preferred

The ability to learn new software quickly

Experience working with a similar CRM platform

The ability to understand databases and database structures

Strong customer service background 

Excellent analytical, organizational, and problem-solving skills

Strong attention to detail

Experience working in a SaaS environment a plus 

Advanced knowledge of Microsoft Excel and familiarity with functions such as INDEX-MATCH

Willingness to learn Neon One products, Salesforce, JIRA and other Atlassian products, and other technology platforms used by Neon One. 

About Us

Neon One was founded with the mission of becoming the most comprehensive and authentic technology ecosystem for nonprofits. Combined, NeonCRM, Arts People, CiviCore & Rallybound support 5000+ nonprofits and helped them raise over $1+ billion so far this year.

We are committed to advancing equity, pursuing diversity, and fostering inclusion. We pride ourselves on our collaborative office environment that welcomes and encourages fresh ideas and challenges you to make an impact. 

We offer great benefits, including health/ dental insurance, flexible time-off, sick days, family leave, 401k with company match, FSA...and a well-stocked kitchen!

We believe in giving back so much so that we made it into an official benefit! You can use one workday each month to volunteer with any nonprofit in your community.

Our employees are passionate about making a difference and they are our most valuable asset. Come see what it's like to add value to a mission driven company!