Fundraising Implementation Specialist

This is a fully remote position, open to applicants in United States, +21 more locations.

📋 Description

• Provide implementation services focused on fundraising across Keela and Raisely.

• Onboard new clients into the Keela CRM/donor management system and/or Raisely fundraising platform.

• Initiate donation forms and campaign launches.

• Migrate and validate data related to donor contacts, donations, and fundraising activities.

• Offer configuration, training, and consulting services backed by fundraising strategies.

• Oversee and implement client data management across both platforms for over 40 customers simultaneously.

• Cultivate in-depth product knowledge and keep up to date with features, enhancements, and best practices in fundraising.

• Lead comprehensive fundraising implementations, covering donation form setups, campaign configurations, peer-to-peer and event fundraising setups, payment processor support, troubleshooting, integrations, and workflow arrangements.

• Adjust and refine data sets to enhance customer data quality and organization.

• Conduct consultative setup, follow-up calls, and email communications.

• Manage client expectations and deliver high-quality solutions on schedule and within defined scope.

• Relay customer feedback and fundraising-related challenges to product teams.

• Collaborate with teams across Services, Customer Success, and Sales to ensure coordinated execution and smooth transitions.

⛳️ Requirements

• A minimum of 2 years of experience in software implementation, project management, customer engagement, and/or fundraising operations.

• Strong preference for candidates with experience in supporting or implementing fundraising tools (such as donation forms, campaigns, and CRMs).

• Proficient in Excel, with expertise in data manipulation and analysis for accurate imports, exports, and reporting.

• Proven experience in providing technical and customer support via email and phone.

• Exceptional written and verbal communication abilities.

• Strong organizational skills, with the capability to manage multiple tasks simultaneously.

• Ability to work independently and meet deadlines effectively.

• Familiarity with Google Suite, Slack, and Salesforce is advantageous.

• Technologically adept and capable of learning and handling various software tools.

• Strong customer service, troubleshooting, and problem-solving skills.

🏝️ Benefits

• US employees are eligible for open or paid discretionary time off.

• 11 days of public holidays.

• Additional 2-week company holiday shutdown at the end of the year.

• Generous paid sick leave.

• Remote-first work environment.

• Support for acquiring new skills.

• Conference or course ticket offerings.

• Comprehensive medical, dental, vision, disability, and life insurance coverage.

• 4% retirement matching contribution.

• In Canada: 4 weeks of paid leave plus 11 public holidays.

• In Canada: Additional 2-week company holiday shutdown at year-end.

• In Canada: Generous paid sick leave.