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Implementation Specialist

Position Overview

CharityEngine continues to expand its team and is currently looking to recruit an Implementation Specialist, reporting to the Implementation Supervisor.

Job Description

As an Implementation Specialist at CharityEngine, you will play a critical role in ensuring our CRM software's successful deployment and integration for our clients. Your primary responsibility will be to support external clients with implementing technical systems and software solutions, configure the CRM system, and provide expert guidance throughout the implementation process. By leveraging your CRM expertise and exceptional communication skills, you will facilitate seamless transitions, enabling our clients to maximize the value of our CRM solution.

Key Responsibilities

  • Engage with clients to understand their business processes, objectives, and pain points related to CRM. This includes support and engagement with new and existing clients.

  • Conduct thorough needs assessments and gather functional requirements for the CRM implementation.

  • Customize workflows, data fields, reports, and user interfaces to optimize CRM performance.

  • Collaborate with the Professional Services, Technical and/or Development Team, when needed, to implement customizations or integrations.

  • Conduct training sessions for client personnel on how to use CharityEngine effectively.

  • Provide ongoing support to users and address inquiries related to the CRM system.

  • Promote user adoption and best practices to maximize CRM utilization and benefits.

  • Assist in creating content for CharityEngine Academy to include videos and Help Center documentation.

  • Assist in migrating data from legacy systems to the CRM platform.

  • Maintain detailed documentation of the implementation process, configurations, and customizations.

  • Prepare progress reports, status updates, and project documentation for stakeholders.

  • Provide post-implementation support and be the primary point of contact for clients.

  • Assist Customer Support in client cases.


  • Bachelor's degree in Computer Science, Information Technology, Business, or a related field.

  • 1-2 years of experience in Implementations/ Technical Support

  • Strong technical skills in CRM configuration, customization, and data management.

  • Familiarity with CRM platforms like Salesforce, Microsoft Dynamics, HubSpot, or similar.

  • Exceptional communication skills, both written and verbal.

  • Ability to work collaboratively with cross-functional teams and manage client relationships effectively.

  • Strong analytical and problem-solving skills.

  • Willingness to travel occasionally to client sites and team meetings, as required.

About CharityEngine

We are a technology and billing solutions company that caught the nonprofit bug in 2008. That was when we saw how the technology we had built for e-commerce clients could impact the multi-channel campaign tracking and billing automation of one of the largest, fastest-growing nonprofits of the 20th century.

We are privately held and self-sustained, and we were named to the Inc. 5000 list of America's Fastest Growing Companies three times (2015, 2016, and 2017). We are proud to say we work solely in the service of nonprofits. Not a VC firm. Not an investment bank. Just nonprofits and the people who think it's cool to help change the world.

We offer comprehensive benefits that include:

  • Competitive compensation commensurate with experience
  • Paid leave (vacation/sick), along with company-paid holidays
  • Health, dental, vision, and a disability insurance
  • 401K plan
  • Free parking

Job Type: Full-time

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