Onboarding Consultant

US Salary: $60,000 - $65,000

Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com.

Are you passionate about driving Non-Profits forward while utilizing your technological prowess? Bonterra is seeking a highly motivated and customer-focused Onboarding Consultant to guide new clients through a seamless and successful integration with our software solutions. This role is crucial in ensuring clients quickly realize the value and benefits of Bonterra Tech's offerings.

What You'll Do

• Lead and manage the onboarding process for new Bonterra Tech clients from kick-off to successful adoption.

• Conduct discovery sessions with clients to understand their specific business needs, workflows, and goals.

• Develop and deliver tailored onboarding plans, including configuration, data migration, and user training.

• Provide expert guidance and best practices to clients on utilizing Bonterra Tech's software effectively.

• Act as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.

• Collaborate closely with sales, product, and support teams to ensure a coordinated and positive client experience.

• Create and maintain comprehensive onboarding documentation, training materials, and guides.

• Track and report on onboarding progress, client satisfaction, and key success metrics.

• Identify opportunities for process improvement within the onboarding workflow.

Requirements

• 2+ years of experience in a client-facing role such as onboarding, implementation, or technical consulting, preferably within a SaaS environment.

• Demonstrated curiosity and experience leveraging generative AI tools (e.g., ChatGPT, Claude, Gemini) to improve productivity, accelerate problem solving, and enhance customer outcomes.

• Strong understanding of software implementation methodologies and best practices.

• Excellent communication, presentation, and interpersonal skills with the ability to explain complex technical concepts clearly to non-technical audiences.

• Proven ability to manage multiple projects simultaneously and deliver on deadlines.

• Problem-solving attitude with a focus on client satisfaction.

• Proficiency with CRM software and project management tools (Salesforce and Monday.com)

• Experience with data migration and system configuration is a plus.

• Experience with Bonterra products is a plus.

At Bonterra, we're building AI-powered tools to solve real human challenges-and we want teammates who share that enthusiasm.We value people who will champion AI and bring diverse perspectives from different industries, backgrounds, and cultures. Together, we create AI that breaks down barriers, empowers communities, and delivers better outcomes.

At this time, we are unable to consider candidates who require current or future sponsorship for employment authorization.

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At Bonterra, we're innovating with a higher purpose: to increase giving to 3% of US GDP by 2033, creating $573 billion more in global impact every year. At Bonterra, we foster an inclusive, equitable culture where every team member belongs and contributes to meaningful impact. Read more about our values and culture here.

We offer a comprehensive benefits package that supports your health, well-being and growth - explore full details here.

Compensation and benefits for this role apply to full-time employees in the United States and may vary based on local standards, laws and norms. Pay is determined by location, skills, experience, and education, and is one part of Bonterra's total rewards package, which may also include bonuses, incentives, equity, and a comprehensive benefits program.

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At Bonterra, we are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We provide equal employment opportunities without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, or any other characteristic protected by law.

If you require a reasonable accommodation during the application process, please submit a request.