Job Description

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Neon One’s Implementation Consultant (Neon CRM) is the client’s primary point of contact throughout a new client’s implementation journey, ensuring they are successfully onboarded into Neon CRM. This includes guiding the client through data migration, configuration, and training.

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The Exciting Part (Your 80s):

• Maintain a full portfolio of new CRM clients, serving as their primary point of contact throughout implementation.  
• Manage the implementation lifecycle for assigned clients, providing data analysis, review, consultation and import, system configuration and training, and other onboarding tasks as needed.  
• Conduct data imports using in-product CRM tools and/or by preparing complex data import rules for software engineers.  
• Work independently to ensure expeditious time-to-value for clients, helping them achieve their implementation goals successfully and within the specified timeline.
• Manage all projects efficiently by keeping relevant internal systems accurate and up to date. This includes recording progress or other relevant information in ChurnZero, ZenDesk, JIRA, Salesforce, and other company systems.  
• Develop extensive working knowledge of our products, stay on top of product releases and developments.
• Lead live web-based product trainings that translate technical concepts to diverse audiences, and that are personalized to each client.  
• Apply critical thought and recommend strategic solutions that apply industry best practices to the client’s unique needs. Convey strong working knowledge to bridge the gap between software functionality and real-world application. Reduce the friction involved in migrating to a new database.
• Meet individual KPIs

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The Expected Part (Your 20s):

• Provide thoughtful product feedback.
• Recognize challenges faced by our clients and work collaboratively to identify and develop best practices.
• Collaborate cross functionally for the critical functioning of the organization as a whole, actively participating in tasks such as Client Enablement trainings, data services, product development, online learning, and other tasks as required.
• Contribute to the overall goals of the Professional Services department and the company as a whole.

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Great to Haves:

• 1+ years in a training or teaching role, with ability to convey technical subject matter to non-technical audiences
• Advanced knowledge of Microsoft Excel and familiarity with tools such as XLOOKUP
• Is curious, proactively seeks out opportunities to grow both product and industry knowledge
• Strong customer service background
• Excellent analytical, organizational, and problem-solving skills
• Strong attention to detail
• Experience in the nonprofit industry preferred
• Experience working in a SaaS environment or with a similar CRM platform preferred