Solutions Consultant

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.

Virtuous software is powering the world’s leading nonprofits and inspiring a new generation of generosity.

At Virtuous, we believe generosity has the power to transform the world - and so we are on a mission to create $10B in net new generosity by helping nonprofits better connect with and inspire their donors.

Our talented team is hungry, humble, and committed to delivering best-in-class software solutions, customer success interactions, and sales experiences to the nonprofit community.

Our values are more than just a poster on the wall. Instead, our mission and values are precisely why candidates choose Virtuous. Our core values are:

1. Build Better: We build audacious ideas to accelerate philanthropy and dismantle the status quo.

2. Display Radical Generosity: We are generous with our time & talent as we serve our team and the nonprofit community.

3. Stay Humble & Enjoy the Journey: We take our work seriously, but we don't take ourselves too seriously.

Virtuous should act as a career accelerator for everyone on our team. Team members should look back at their time at Virtuous as one of the most productive and stretching seasons in their professional lives. This means that working at Virtuous isn't for everybody. It is for the select few who are ready to do hard things and build something truly great.

If this sounds like you, we’d love for you to apply!

• 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.