Solutions Consultant

Job description

ABOUT US Virtuous is on a mission to inspire global generosity by helping nonprofits build better relationships with their donors. We offer a modern software platform that provides mid-sized charities with elegant tools for fundraising, marketing, volunteerism, and online giving. Our talented team is driven to disrupt the status quo in the nonprofit sector. We are hungry, humble, and committed to delivering best-in-class software solutions, customer success interactions, and sales experiences to the world’s leading nonprofits We also recognize the importance of giving back and making a difference in the communities where we live and work. That's why we practice radical generosity by volunteering at nonprofits or going the extra mile for our team and the customers we serve. We take our work seriously, but we don’t take ourselves too seriously. We believe that life is too short not to love what you do. The ideal candidate for Virtuous embodies our values by: - Asking questions with a spirit of curiosity - Giving feedback freely with candor & grace, welcoming it in return - Displaying a passion for philanthropy and technology - Serving with joy. Everyone is willing to make the coffee! - Celebrating the wins & milestones of others - Assuming good intent & demonstrating trust in others - Pursuing relationships with people different from themselves & creates space to be human Find our core values & more here https://virtuous.org/company/about/. 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. 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.