Integrations Consultant

The Integrations Consultant role for Omatic Software is critical to the success of the company as a lead on Omatic product Onboardings and software training for customers. Our mission is to delight our customers in their use of our products and services. This role focuses on time to value and ensuring customers are live successfully with expedience.

Responsibilities include assessing customer data needs, designing and delivering professional and accurate product onboarding and trainings to customers in a timely fashion, and ensuring that Omatic products are configured to meet customer requirements. The Integrations Consultant is a trusted advisor, someone our customers look to for best practices with their Omatic Products and Services.

What You Will Be Doing:

• Conduct remote software onboarding and training engagements on all Omatic Software products
• Develop expertise on Omatic products and remain well-versed on product features and functionality
• Accurately assess customer requirements
• Configure systems and provide testing support
• Write and deliver professional documentation customized to the individual needs of each customer
• Identify creative technical solutions to complex data issues
• Deliver engagements on time and within budget
• Accurately track and report project hours, notes, and status within Omatic’s internal systems
• Conduct internal software trainings
• Assist Omatic Sales with selling Onboarding services
• Engage in professional development to ensure ongoing industry knowledge

• Self-motivated learner with the ability to self-manage advancing product knowledge
• Experience with Salesforce, Salesforce NPSP import and/or data migration processes; Salesforce Admin Certification is a plus!
• Experience with Raiser’s Edge, Raiser’s Edge NXT, Altru; Raiser’s Edge Certification is a plus!
• Experience using other non-profit systems including email marketing, peer-to-peer fundraising, online donations, events management and alumni or membership management a plus!
• Project Management including scheduling, task management and the ability to work with multiple customers and projects simultaneously
• Superior time management skills
• Must possess excellent written and verbal communication skills, with the ability to identify and target needs, define technical concepts, and deliver accurate project deliverables
• Attention to detail with a strong ability to organize, manage, and execute projects as assigned
• Technically savvy
• Ability to thrive in a fast-paced team environment
• Ability to work with a variety of skill levels

Omatic is the only cloud-based data health and integration platform dedicated solely to non-profits and has helped over 2,600 organizations fuel their missions by providing innovative tools that make data accessible and actionable. The company’s cutting-edge technology empowers non-profits to operate more efficiently so they can ultimately spend more time on what matters - raising money and serving their missions.

This is a place where the employees thrive on helping others, both through business goals and personal pursuits. Fun, energetic, and lively are terms frequently used to describe the culture at Omatic, and this is balanced by an undercurrent of hard work and commitment. The team tackles big challenges, revels in the process of solving big problems, and celebrates the wins for our company and our customers.

Omatic HQ is located in a 120,000 square foot class ‘A’ office building at the foot of the Arthur Ravenel Jr. Bridge where we enjoy unparalleled views of downtown Charleston across the Charleston Harbor.