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Fundraising Implementation Specialist - Keela, Raisely

External
velora logoVelora · And Canada
Full-timeOn-siteToday
CRMExcelLeadershipLess
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About the role

Location: US: CA, CO, GA, FL, ID, MD, MA, MN, NC, NV, OR, SC, TN, TX, VA, WA (California, Colorado, Georgia, Florida, Idaho, Maryland, Massachusetts, Minnesota, North Carolina, Nevada, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington) Canada Provinces: British Columbia, Ontario, Alberta only In this role, you will be responsible for delivering fundraising-focused implementation services across both Keela and Raisely . As an integral member of the Implementation team, you'll support customers through all stages of their journey whether you're: onboarding a new customer into Keela (CRM/donor management) and/or Raisely (fundraising), launching a new donation form or campaign, migrating and validating donor contact data, migrating and validating donations and fundraising data, providing fundraising strategy-enabled configuration, training, and consulting to ensure customers go live successfully. You'll build trusted relationships with customers and help them adopt best practices in fundraising operations, online giving, and donor stewardship. You'll also partner closely with Customer Success, Sales, and Product to share feedback and improve the customer experience. This role is an excellent opportunity to launch yourself into Customer Experience and/or the technology industry while developing deep expertise in nonprofit fundraising workflows. What will you be doing (your role)? Work with multiple customers (40+) simultaneously to successfully manage and implement new clients and their data across Keela and Raisely. Develop deep product knowledge of Keela and Raisely , including staying current on new features, enhancements, and fundraising best practices. Lead end-to-end fundraising implementations, including: donation form setup and optimization, campaign configuration, peer-to-peer and event fundraising setup (as applicable), payment processor support and troubleshooting (as applicable), integrations and workflow setup (as applicable within supported tools/processes). Manipulate and transform data sets according to established best practices to improve customer data quality and organization (e.g., contacts, donations, campaigns, custom fields). Provide fundraising and donor management expertise to customers through consultative setup, calls, and email follow-up - translating goals into practical system configuration. Deliver strong project management, consulting, communication, and leadership skills by managing expectations and delivering high-quality solutions on-time, and within scope. Act as a liaison between customers and product teams, conveying fundraising-specific feedback and pain points to improve platform functionality and user experience across Keela and Raisely. Practice teamwork and collaboration across Services, Customer Success, and Sales to coordinate project execution and ensure a smooth handoff/ongoing success. What we're looking for (requirements): We believe that no one meets 100% of the listed qualifications. We are less concerned about whether you've done everything on a laundry list of specific things and more interested in cultivating a pool of candidates who want to join a connected, mission-driven, hard-working team of practitioners driven by creativity, curiosity, and a goal to change the world. If you feel like you meet most of the following, we encourage you to apply. 2+ years of experience in software implementation, project management, customer engagement, and/or fundraising operations. Experience supporting or implementing fundraising tools (donation forms, campaigns, CRMs) is strongly preferred. Proficient in Excel, with mastery of data manipulation and analysis to ensure accurate imports, exports, and reporting. Outstanding customer service skills with a strong desire to create value, solve problems, and delight customers. Tech savvy and passionate about learnin

Additional Information

About Velora: 📍check out our company website: joinvelora.com Our product websites: keela.co raisely.com aplos.com We're excited to share that Aplos, Raisely, and Keela have come together to form one unified company, Velora , with a shared mission: to help nonprofit organizations thrive. While we continue to offer the products you know and love, we now operate as one team, dedicated to making nonprofit work easier, more impactful, and more sustainable. Together, our combined expertise spans fundraising, donor management, financial tracking, and communications-offering a powerful suite of tools designed to reduce complexity so nonprofits can focus on what matters most: making a difference. We're one company with 3 products all servicing customers in the impact space. Working at Velora means that you have the opportunity to build one or across all our products. We have a combination of merged teams and also teams dedicated to one specific product and you can find details about the work through our job descriptions under the "about the role" section.


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