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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in fundraising implementation services, including CRM and donor management systems, while effectively managing multiple client projects and ensuring high-quality solutions. Proficient in data manipulation and analysis to enhance customer data quality and support fundraising strategies.
Highest-signal resume keywords
Fundraising Implementation ServicesCRM ManagementData Manipulation and AnalysisCustomer EngagementProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fundraising Tools ImplementationData ValidationDonation Form SetupCampaign ConfigurationPayment Processor SupportTechnical SupportExcel ProficiencyData AnalysisTroubleshootingWorkflow Setup
Soft Skills
Excellent Communication SkillsOrganizational SkillsMultitaskingCustomer ServiceProblem-Solving Skills
Tools & Technologies
KeelaRaiselyGoogle SuiteSlackSalesforce
Industry Keywords
Fundraising StrategyCustomer SuccessImplementation ServicesDonor ManagementPeer-to-Peer Fundraising
About the role
Key responsibilities & impact- Deliver fundraising-focused implementation services across Keela and Raisely
- Onboard new customers into Keela CRM/donor management and/or Raisely fundraising
- Launch donation forms and campaigns
- Migrate and validate donor contact, donation, and fundraising data
- Provide fundraising strategy-enabled configuration, training, and consulting
- Manage and implement new clients and their data across both platforms for 40+ customers simultaneously
- Develop deep product knowledge and stay current on features, enhancements, and fundraising best practices
- Lead end-to-end fundraising implementations, including donation form setup, campaign configuration, peer-to-peer and event fundraising setup, payment processor support, troubleshooting, integrations, and workflow setup
- Manipulate and transform data sets to improve customer data quality and organization
- Provide consultative setup, calls, and email follow-up
- Manage expectations and deliver high-quality solutions on time and within scope
- Convey customer feedback and fundraising-specific pain points to product teams
- Collaborate across Services, Customer Success, and Sales to coordinate execution and ensure smooth handoffs
Requirements
What you’ll need- 2+ years of experience in software implementation, project management, customer engagement, and/or fundraising operations
- Experience supporting or implementing fundraising tools (donation forms, campaigns, CRMs) is strongly preferred
- Proficient in Excel, with mastery of data manipulation and analysis for accurate imports, exports, and reporting
- Experience providing technical and customer support through email and calls
- Excellent written and verbal communication skills
- Excellent organizational skills with the ability to multitask
- Ability to work independently and meet deadlines
- Familiarity with Google Suite, Slack, and Salesforce is a bonus
- Tech savvy and able to learn and manage multiple software tools
- Customer service, troubleshooting, and problem-solving skills
Benefits
Comp & perks- US employees are eligible for open or paid discretionary time off
- 11 days of public holidays
- Extra 2-week end-of-year company holiday shutdown
- Generous paid sick leave
- Remote-first work arrangement
- Support for learning new skills
- Conference or course tickets
- Robust medical, dental, vision, disability, and life insurance coverage
- 4% retirement match
- Canada: 4 weeks paid leave plus 11 days of public holidays
- Canada: Extra 2-week end-of-year company holiday shutdown
- Canada: Generous paid sick leave
