Career Opportunities

Job Overview

The Functional Consultant provides functional support and best practice guidance to Zuri Group clients. This role is responsible for leading and supporting client projects, specifically focusing on Salesforce CRM implementations for nonprofit and higher education clients. The consultant plays a pivotal role in the successful implementation and operation of fundraising software systems, offering expertise in business process design, system configuration, conversion mapping and validation, system customization, reporting and data visualization, user acceptance testing, end-user training, deployment, and post-launch support.
In this role, you would work directly with clients and lead partnerships as needed for clients ranging from large healthcare systems and universities to arts and cultural organizations and other non-profits. You would play a leadership role in client projects and serve as an agent of change. You possess strong communication skills and demonstrate an inquisitive nature. If you are interested in learning how things function and developing logical solutions to complex problems, this is the role for you!

Job Responsibilities

• Guide discovery for project deliverables including software configuration, custom development, and integration.
• Lead technical requirements gathering sessions to analyze client needs and business processes, define and document project scope, and confirm solution viability.
• Proactively provide knowledge-backed recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training, including appropriate considerations of budget, timeframe, and client capacity.
• Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools.
• Communicate and collaborate with project managers, internal customers, and developers to design cohesive project strategies and ensure effective collaboration throughout all phases of development, testing and deployment.
• Maintain an agile and dynamic delivery to facilitate timely responses to changing project / core solution requirements and customer objectives and innovate ways to meet mission goals successfully.

• Work in customized Salesforce environments which include custom objects and workflows.

• Assist Sales in assessing and scoping new projects including developing cost estimates and contributing to client presentations.

• Support colleagues with technical assistance and best-practice guidance.
• Engage with the greater higher ed and nonprofit community, remaining in the forefront of technological developments, and representing Zuri Group as a thought leader in the industry.

Relevant Skills & Experience

• 2+ years in higher education advancement or development.

• 2+ years non-profit/higher ed CRM experience (BBCRM, Dynamics, Advance, Salesforce, Ascend, and/or Affinaquest).

• Ability to collaborate and establish strong working relationships with various teams and lead conversations with audiences of varying levels of experience.

• Highly analytical, technically proficient, and able to learn new tools and software quickly.

• Ability to relay and explain technical concepts to a broad audience, including non-technical staff.

• Strong oral and written communication skills with a demonstrated ability to document and organize tasks and decisions.

• Experience as a consultant or with large database or CRM implementations.

• Experience leading user training and testing.

• Flexibility and ability to adapt quickly to new situations

• Professional proficiency in written and spoken English sufficient to communicate with both technical and non-technical stakeholders and staff effectively and accurately through all levels of the organization.

• Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging.

  The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.

  Bonus Points

• Familiarity and expertise with NPSP, Experience Cloud, Marketing Cloud, UCI’s Ascend, or Affinaquest is strongly preferred.
• A nonprofit or higher education background and expertise in fundraising practices is also strongly preferred.

Salesforce Skills:

• Salesforce Administrator Certification (skilled in user management, object/page configuration, environment maintenance).

• Data import and experience migrating data into Salesforce using data loader and/or ETL tools.

• Advanced Lightning Report skills.

• Familiarity installing and managing integrated Apps (Outlook/Google, maps, online payment, email, document creation, document management, etc.).

• Familiarity with UCI Ascend and/or Affinaquest.
• Experience with CRM Analytics, Conga, Apsona, Marketing Cloud.
• Experience with CRM Analytics, Conga, Apsona, Marketing Cloud.
• Visio or similar workflow diagramming.
• Business Intelligence tools including Tableau CRM.

The salary range for this position is $80,000 to $88,000, commensurate with experience.

Zuri Group is a safe, inclusive workplace for people of all backgrounds and walks of life. We encourage applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions, and ages, as well as veterans and individuals with disabilities. Some candidates may see a long list of job requirements and feel discouraged because they don’t match every single bullet point – we suggest, please apply anyway. We value potential, curiosity, and willingness to learn, and we are committed to providing training and support to help our employees grow and develop their skills.

Job Overview

The Functional Consultant provides functional support and best practice guidance to Zuri Group clients. This role is responsible for leading and supporting client projects, specifically focusing on Salesforce CRM implementations for nonprofit and higher education clients. The consultant plays a pivotal role in the successful implementation and operation of fundraising software systems, offering expertise in business process design, system configuration, conversion mapping and validation, system customization, reporting and data visualization, user acceptance testing, end-user training, deployment, and post-launch support.
In this role, you would work directly with clients and lead partnerships as needed for clients ranging from large healthcare systems and universities to arts and cultural organizations and other non-profits. You would play a leadership role in client projects and serve as an agent of change. You possess strong communication skills and demonstrate an inquisitive nature. If you are interested in learning how things function and developing logical solutions to complex problems, this is the role for you!

Job Responsibilities

• Guide discovery for project deliverables including software configuration, custom development, and integration.
• Lead technical requirements gathering sessions to analyze client needs and business processes, define and document project scope, and confirm solution viability.
• Proactively provide knowledge-backed recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training, including appropriate considerations of budget, timeframe, and client capacity.
• Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools.
• Communicate and collaborate with project managers, internal customers, and developers to design cohesive project strategies and ensure effective collaboration throughout all phases of development, testing and deployment.
• Maintain an agile and dynamic delivery to facilitate timely responses to changing project / core solution requirements and customer objectives and innovate ways to meet mission goals successfully.
• Work in customized Salesforce environments which include custom objects and workflows.
• Assist Sales in assessing and scoping new projects including developing cost estimates and contributing to client presentations.
• Support colleagues with technical assistance and best-practice guidance.
• Engage with the greater higher ed and nonprofit community, remaining in the forefront of technological developments, and representing Zuri Group as a thought leader in the industry.

Relevant Skills & Experience

• 5+ years in higher education advancement or development.
• 5+ years non-profit/higher ed CRM experience (BBCRM, Dynamics, Advance, Salesforce, Ascend, and/or Affinaquest).
• Ability to collaborate and establish strong working relationships with various teams and lead conversations with audiences of varying levels of experience.
• Highly analytical, technically proficient, and able to learn new tools and software quickly.
• Ability to relay and explain technical concepts to a broad audience, including non-technical staff.
• Strong oral and written communication skills with a demonstrated ability to document and organize tasks and decisions.
• Experience as a consultant or with large database or CRM implementations.
• Experience leading user training and testing.
• Flexibility and ability to adapt quickly to new situations
• Professional proficiency in written and spoken English sufficient to communicate with both technical and non-technical stakeholders and staff effectively and accurately through all levels of the organization.
• Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging.
• The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.

Bonus Points

• Familiarity and expertise with NPSP, Experience Cloud, Marketing Cloud, UCI’s Ascend, or Affinaquest is strongly preferred.
• A nonprofit or higher education background and expertise in fundraising practices is also strongly preferred.

Salesforce Skills:

• Salesforce Administrator Certification (skilled in user management, object/page configuration, environment maintenance).
• Data import and experience migrating data into Salesforce using data loader and/or ETL tools.
• Advanced Lightning Report skills.
• Familiarity installing and managing integrated Apps (Outlook/Google, maps, online payment, email, document creation, document management, etc.).
• Familiarity with UCI Ascend and/or Affinaquest.
• Experience with CRM Analytics, Conga, Apsona, Marketing Cloud.
• Additional Salesforce certifications and badges.
• Visio or similar workflow diagramming.
• Business Intelligence tools including Tableau CRM.

The salary range for this position is $110,000 to $118,000, commensurate with experience.

Zuri Group is a safe, inclusive workplace for people of all backgrounds and walks of life. We encourage applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions, and ages, as well as veterans and individuals with disabilities. Some candidates may see a long list of job requirements and feel discouraged because they don’t match every single bullet point – we suggest, please apply anyway. We value potential, curiosity, and willingness to learn, and we are committed to providing training and support to help our employees grow and develop their skills.

Job Overview

The Director CRM Solutions will be responsible for leading the development and implementation of customer relationship management (CRM) solutions that align with our business objectives and deliver an exceptional customer experience. The CRM Solutions Director will work closely with business stakeholders to identify and understand their CRM requirements and will collaborate with other departments to ensure the integration of CRM solutions with other business systems.

Job Responsibilities

• Guide discovery for project deliverables including software configuration, custom development, and integration.
• Work closely with stakeholders to analyze client needs and business processes then identify functional and technical requirements needed to meet the client’s goals.
• Develop and execute a comprehensive CRM strategy and maintain a roadmap that aligns with our business objectives and delivers an exceptional customer experience utilizing short-term and long-term visions for CRM solutions.
• Define and prioritize CRM initiatives based on business needs and customer feedback.
• Develop and maintain an up to date understanding of CRM technology trends and best practices.
• Collaborate with other departments to ensure the integration of CRM solutions with other business systems and identify opportunities to leverage CRM data for business insights and analytics.
• Oversee the development and maintenance of the CRM data model and ensure data accuracy and consistency.
• Develop and maintain CRM documentation and user manuals.
• Ensure that CRM solutions comply with regulatory requirements and data privacy policies.
• Develop and maintain relationships with CRM vendors and service providers.

Relevant Skills & Experience

• Bachelor’s degree in Computer Science, Information Technology, or a related field; Master’s degree preferred.
• 10+ years of experience in CRM development and implementation.
• Experience with CRM platforms such as Salesforce, Microsoft Dynamics, Blackbaud, etc.
• Experience with CRM data modeling and integration.
• Highly analytical, technically proficient, and able to learn new tools and software quickly.
• Drive to solve problems efficiently, creatively, and independently.
• Ability to collaborate with colleagues for broader solutioning of client/project needs.
• Proficiency with Microsoft Office applications and relational database applications.
• Professional proficiency in written and spoken English sufficient to communicate with both technical and non-technical stakeholders and staff effectively and accurately through all levels of the organization.
• Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging.
• The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.

The salary range for this position is $115,000 to $123,000, commensurate with experience.

Zuri Group is a safe, inclusive workplace for people of all backgrounds and walks of life. We encourage applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions, and ages, as well as veterans and individuals with disabilities. Some candidates may see a long list of job requirements and feel discouraged because they don’t match every single bullet point – we suggest, please apply anyway. We value potential, curiosity, and willingness to learn, and we are committed to providing training and support to help our employees grow and develop their skills.

Job Overview

The Director of Data Solutions plays a pivotal role within our organization, reporting directly to the Vice President of Technical Solutions. This role involves leading a technical team and active participation in consulting for Zuri Group clients and internal projects. Our team of consultants is dedicated to providing expert guidance and best practices for the effective implementation and utilization of fundraising systems. As a leader, this position involves mentoring and guiding team members, nurturing their professional growth, maintaining the highest standards for client service delivery, and upholding Zuri Group’s rigorous management standards under the guidance of the Vice President of Technical Solutions.
In this role, typical client projects under your direction would include the implementation and improved operation of fundraising software systems such as Salesforce, Blackbaud CRM, Luminate Online, Engaging Networks and others. If you are someone who excels in understanding the inner workings of systems, possesses exceptional communication skills, develops well-thought-out and logical solutions to intricate challenges, and harbors a natural curiosity, then this is the role for you!

Job Responsibilities

Team Leadership (25%)

• Adhere to Zuri Group’s management standards for leadership, communication, administration, performance management, team building, strategic thinking, and conflict resolution.
• Demonstrates a commitment to fostering and maintaining an environment of diversity, inclusion, and belonging.
• Drive employee engagement, growth, and support team members with career growth and development, advocating for project assignments and/or professional development to advance career objectives and Zuri’s strategic plan.
• Facilitate successful resolution of conflicts for team members as necessary, modeling constructive conflict management strategies.
• Synthesize regular performance feedback from project leadership and colleagues for team members to optimize client outcomes and support team development. This includes sharing areas of excellence, addressing areas of opportunity, and knowing when to pull on the support of People Operations as necessary.

Project/Consulting/Technical Leadership (75%)

• Proactively provide recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training. Including appropriate considerations of budget, timeframe, and client capacity.
• Support recommendations with knowledge of system opportunities and/or shortcomings.
• Provide comprehensive technical instruction and training to clients, with a particular focus on system functionality during the critical go-live stabilization phase. Offer expert guidance and support to empower users in mastering the utilization of new technical tools.
• Act as a trusted advisor to clients, communicating effectively, building strong relationships, and understanding their unique requirements and business objectives.
• Assist in defining the work required to deliver solutions in support of client needs, including level of employee effort and company resources. Provide oversight of project resources, jointly with project management.
• Collaborate with clients and other members of the development team to understand business requirements and translate them into technical specifications for CRM solutions then ensure that projects are completed on time and within budget.
• Develop new data outputs to meet project objectives and requirements while identifying and troubleshooting issues with existing data outputs, implementing fixes or workarounds as needed and providing feature enhancements
• Write and maintain code that is clean, efficient, and well-documented.
• Conduct quality assurance testing to ensure that data outputs meet functional and performance requirements.
• Maintain knowledge of the latest trends and advancements in business intelligence and deliver informed recommendations to clients and stakeholders.
• Proactively identify opportunities for upselling, cross-selling, and expanding client partnerships.
• The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.

Relevant Skills & Experience

• Bachelor’s degree or 3-5 years of relevant leadership experience.
• Proven experience (minimum 5 years) in non-profit and/or higher education implementation projects, preferably in a technology consulting environment.
• Possess subject matter expertise and demonstrated proficiency in core software systems as relevant to the Technical Solutions department (e.g. SQL, PowerBI, Tableau, AWS, Microsoft Dynamics, Blackbaud CRM, etc.)
• Ability to effectively manage a technical team with different project priorities and building consistency and cohesion within the team.
• Highly analytical, technically proficient, and able to learn new tools and software quickly.
• Ability to relay and explain technical concepts to a broad audience, including non-technical staff.
• Effective in building consensus and communicating with a wide range of stakeholders, including executives and senior level staff.
• Experience with data modeling, data integration, and data analysis.
• Strong understanding of SQL and database design principles.
• Experience with ETL tools, such as SSIS or Informatica.
• Ability to analyze complex data and make data-informed decisions.
• Strong problem-solving skills and attention to detail.

The salary range for this position is $131,000 to $143,000, commensurate with experience.

Zuri Group is a safe, inclusive workplace for people of all backgrounds and walks of life. We encourage applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions, and ages, as well as veterans and individuals with disabilities. Some candidates may see a long list of job requirements and feel discouraged because they don’t match every single bullet point – we suggest, please apply anyway. We value potential, curiosity, and willingness to learn, and we are committed to providing training and support to help our employees grow and develop their skills.