Solutions Consultant

Position Summary

The Solutions Consultant is a customer-facing member of the Professional Services team who helps nonprofit organizations solve fundraising, operational, and system challenges. This role combines nonprofit expertise, consultative problem-solving, and hands-on system experience to design practical solutions, guide advanced customers, and strengthen how Professional Services delivers repeatable services.

• Serve as a Virtuous expert, with a thorough understanding of the Virtuous suite of products and the ability to clearly communicate complex functionality to customers and internal teams.

• Lead consulting sessions to understand customer goals, evaluate current processes, identify challenges, and recommend practical solutions.

• Understand nonprofit fundraising goals and translate them into scalable solutions across the Virtuous platform.

• Advise customers on responsive fundraising practices and how to use automation, segmentation, and personalization to strengthen donor retention and lifetime value.

• Design end-to-end donor engagement journeys that incorporate digital channels, responsive automation, and actionable insights.

• Assess customers’ broader system landscapes and advise how Virtuous should connect with or work alongside other platforms.

• Design and configure customer solutions, including automations, reports and dashboards, receipt templates, and giving forms.

• Deliver advanced, role-based training and create supporting guides, documentation, and customer resources.

• Manage assigned Professional Services engagements, including scope, billable hours, timelines, deliverables, and customer communication.

• Document successful solutions, configurations, and best practices in a shared repository for future use by the Professional Services team.

• Identify recurring customer needs and recommend improvements to existing Professional Services offerings or opportunities for new offerings.

• Collaborate with Customer Success, Sales, Onboarding, Product, Development, and other Professional Services team members to support successful customer outcomes.

• Five or more years of relevant experience, including working in or consulting for nonprofit organizations, with a strong understanding of fundraising operations and donor engagement.

• Hands-on experience administering, configuring, or consulting in a nonprofit CRM, fundraising, or marketing automation platform.

• Consultative problem-solving experience, including translating customer needs into practical system and process solutions and configuring workflows, automations, reports, forms, or similar tools.

• Experience delivering technical or process training to customers with different levels of technical knowledge.

• Comfort working with data, spreadsheets, queries, reporting tools, and business intelligence concepts.

• Strong communication, facilitation, presentation, and documentation skills.

• The ability to manage multiple billable customer engagements, competing priorities, and deadlines in a fast-paced environment.

• Comfort using AI tools responsibly to research, analyze, document, and improve solutions.

• The ability to travel occasionally for customer engagements.

• Prior experience with Virtuous CRM and related Virtuous products.

• Experience working across multiple nonprofit systems, including integrations, APIs, and how data moves between platforms.

• Professional Services, nonprofit technology consulting, SaaS implementation, or customer enablement experience.

• Experience developing service offerings, delivery playbooks, or internal solution repositories.

• Working knowledge of HTML and CSS for building and customizing receipt and email templates, giving forms, and other customer-facing assets. Familiarity with SQL is also helpful.