Solutions Consultant

Position Summary

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.

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 domain. If you receive a message from other domains, even if they look similar (e.g., virtuouscareers.org or virtuousjobs.com ), they are not legitimate and we recommend disregarding it immediately.