Member Implementation Advisor
New
B
Better ImpactNonprofit software
This is a fully remote position open to candidates located in the United States or Canada., Candidates must be available to work Pacific or Mountain Time Zone business hours, regardless of their physical location.Full-Time
Salary58,000 - 63,000 USD per year
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Job Details
- Required Skills
- Microsoft OfficeCustomer SuccessHubSpotTroubleshooting
Requirements
- Experience in a client-facing role, ideally in a SaaS or technology environment such as implementation, customer success, onboarding, training, or operations.
- Strong communication and presentation skills, including the ability to explain technical concepts clearly to varied audiences.
- Ability to assess customer needs, ask thoughtful questions, and recommend practical solutions.
- Comfort learning new software, troubleshooting challenges, and navigating multiple technology platforms.
- Strong organizational skills and attention to detail, including managing competing priorities and follow-up activities.
- Ability to work independently and collaborate with colleagues across teams.
- Familiarity with productivity, communication, or customer management tools such as Microsoft Office, HubSpot, Zoom, ClickUp, or Intercom, or similar platforms.
- Availability to work Pacific or Mountain Time Zone business hours.
- Previous experience implementing or training others on SaaS products is preferred.
- Experience with Better Impact software, volunteer management, nonprofit operations, or mission-driven environments is preferred.
- Experience developing or improving onboarding processes, training resources, or customer workflows is preferred.
- Familiarity with using data, feedback, or performance metrics to improve customer experiences is preferred.
Responsibilities
- Understand new members' goals, existing processes, and operational needs.
- Help members develop implementation strategies aligned with their organizational priorities.
- Guide members from initial onboarding through successful software adoption.
- Identify implementation challenges and recommend practical solutions for configuring and using the software.
- Lead software training sessions for individuals and groups, adapting instruction to different audiences and learning styles.
- Build professional relationships, maintain clear communication, manage expectations, and clarify next steps.
- Introduce members to relevant tools, resources, and services.
- Maintain accurate records of implementation activities, member progress, and follow-up needs.
- Identify improvements to implementation processes and training materials, and share member feedback with internal teams.
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