Job Description
We are looking for a forward-thinking, eager, self-starter with good technical skills for a Software
Implementation Analyst position.
The position would entail communicating with new customers to facilitate the setup of their new account
and the implementation of their pre-existing data into that account. You will be the bridge between the
Sales and Support Teams as you introduce the customer to the DonorView or AssociationSphere
software and guide them through the implementation process. The data conversion of their existing data
is done using Excel, so a strong knowledge of Excel is essential. This would include performing duplicate
checks, vlookup and other formulas and pivot tables. Implementations may also include the setup of a
Quickbooks integration, which would include a working knowledge of Quickbooks terminology and basic
use. This is not a requirement but would be a plus.
Position Outline :
● Work directly with customers either by telephone, email, Zoom or chat
● Coordinate between sales, implementation and support to facilitate a positive experience
● Format data into appropriate Excel based import template
● Setup various forms for customer websites using our software
● Create user with appropriate access levels
● Keep records of customer interactions
● Provide demonstration and training with the converted data
● Manage multiple customer implementations at the same time
Company Description
ConnectedView is one of the fastest growing cloud-based software companies with a mission to transform organizations such as non-profits, associations, foundations, museums, educational institutions, hospitals etc. Through our transformative state-of-the-art software, we bring organizational efficiency, increased revenue and payment technology to thousands of nonprofits who manage billions of dollars on our platform. We've won many industry awards, including best nonprofit software, best CRM and best usability software. We are all over the globe with hundreds of thousands of users across all 50 states managing transactions from 150+ countries. We have been listed on the Inc. 5000 list of fastest growing private companies for the last three years.
A career at ConnectedView is more than a job – it’s a way to make a direct impact on the community engaged in changing the world for the better. We offer a hybrid/remote culture with excellent benefits. Our strategy includes a focus on our employees and company culture, with a goal of creating an environment where you bring your authentic personality and creativity to work. We strive to build a friendly and team-oriented culture that reflects diversity and the socially responsible communities that we serve.
ConnectedView is one of the fastest growing cloud-based software companies with a mission to transform organizations such as non-profits, associations, foundations, museums, educational institutions, hospitals etc. Through our transformative state-of-the-art software, we bring organizational efficiency, increased revenue and payment technology to thousands of nonprofits who manage billions of dollars on our platform. We've won many industry awards, including best nonprofit software, best CRM and best usability software. We are all over the globe with hundreds of thousands of users across all 50 states managing transactions from 150+ countries. We have been listed on the Inc. 5000 list of fastest growing private companies for the last three years.\r\n\r\nA career at ConnectedView is more than a job – it’s a way to make a direct impact on the community engaged in changing the world for the better. We offer a hybrid/remote culture with excellent benefits. Our strategy includes a focus on our employees and company culture, with a goal of creating an environment where you bring your authentic personality and creativity to work. We strive to build a friendly and team-oriented culture that reflects diversity and the socially responsible communities that we serve.