Note: The job is a remote job and is open to candidates in USA. Zuri Group is a company that provides functional support and best practice guidance to its clients. The Associate Functional Consultant will support client projects, focusing on CRM implementations for nonprofit and higher education clients, while offering expertise in various aspects of software systems and user training.
Responsibilities
- Assisting in the discovery for project deliverables including software configuration, custom development, and integration
- Support technical requirements gathering sessions to analyze client needs and business processes, define and document project scope, and confirm solution viability
- Assist in providing solutions and documenting client requirements to configure design decisions
- Proactively provide knowledge-backed recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training, including appropriate considerations of budget, timeframe, and client capacity
- Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools
- Design, validate, and implement critical system components in CRM platforms.
- Articulate complex system challenges and solutions in an easy to digest manner.
- Assist in defining the work required to deliver solutions in support of client needs, including level of effort. Provide oversight of project resources, jointly with project management
- Adapt to changing circumstances and be comfortable working in a fast-paced, dynamic environment
Skills
- Up to 2 years in higher education advancement or development
- Ability to collaborate and establish strong working relationships with various teams and lead conversations about technical concepts with audiences of varying levels of experience, including non-technical stakeholders
- Experience gathering business requirements from stakeholders and determining solutions to support those requirements
- Enthusiasm for learning and an openness to feedback
- Highly analytical, technically proficient, and able to learn new tools and software quickly
- Strong oral and written communication skills with a demonstrated ability to document and organize tasks and decisions
- Effective in building consensus and communicating with a wide range of stakeholders, including executives and senior level staff
- Flexibility and ability to adapt quickly to new situations
- Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging
- Knowledge of philanthropy practices and advancement services
- Experience or familiarity with non-profit/higher ed CRMs (Salesforce, BBCRM, Ascend, and/or Affinaquest)
- Experience as a consultant or with large database or CRM implementations
- Experience leading user training and testing
Benefits
- Medical, 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.
Company Overview
Zuri Group operates as a full-service nonprofit consulting and technology firm. It was founded in 2007, and is headquartered in Bend, Oregon, USA, with a workforce of 51-200 employees. Its website is https://zurigroup.com.