Published date Posted on Indeed on May 27, 2022 (35 d ago)

Implementation Consultant

Through market-leading data warehouse & analytics and empowering Constituent Relationship Management (CRM) technology, Affinaquest (AQ) is the market leader in institutional advancement, fan engagement, and nonprofit fund raising. We partner with institutions of higher education, collegiate athletics, and nonprofit organizations to deliver a constituent centric, personalized experience in support of our client’s missions. Our enterprise-class cloud platform and open APIs deliver mission-critical capabilities that support campaign success by facilitating meaningful engagement based on rich data and keen insight.

This curated experience is underpinned by mission-critical capabilities including predictive analytics, personalized engagement, campaign management, ultimately resulting in an increase in loyalty, in the form of wisdom, works and/or wealth. AQ solutions easily integrate with existing client systems and external partners enabling an extensive and open ecosystem that leverages existing institutional investment, accelerates innovation, and delivers a frictionless personalized constituent experience.

In 2018, Strattam Capital made a majority investment in Affinaquest, and since then, has added several strategic acquisitions. Strattam Capital invests in founder-led, independent, B2B software and technology companies across North America. For more information, please visit:


  • #1 established and/or #1 growing player in its respective verticals
  • The preferred next-gen Advancement solution of the “Top 300” fund raising institutions
  • Serving over 50% of the Power-5 athletic programs
  • 10+ years delivering data warehousing, data quality, lifecycle hygiene, analytics, and CRM


This role works closely with the customer on the implementation, requirements gathering, data modeling, and mapping while being able to use soft skills to influence and present effective solutions to the customer. He or she should be comfortable working with the staff of all levels, coordinating and delivering advancement best practice consultation for the implementation of Affinaquest.

This role is part of the professional service team, working with clients from the higher education and non-profit sector. The role works with clients, gathering and documentation use cases, models data, and builds prototypes, develops mapping, and works with technical resources to ensure data migrate successfully. The role will be involved in testing, configuration requirement gathering, and training. He or she should be comfortable working with staff at all levels, as they coordinate and deliver best practices as components to the Affinaquest implementation.

. Requirements:


  • Implementation services encompass project planning, requirements gathering, specifications, data conversion mapping, configuration, documentation and training, and production support.
  • Lead or assist with client business process work sessions, document use cases, and develop specifications and requirement documents.
  • Work with client and project teams to implement Affinaquest.
  • Assist clients in resolving process and data issues, ensure business processes support fundraising industry best practices.
  • Analyze and evaluate legacy system data and processes for migration.
  • Prepare presentation or curriculum materials for onsite or online delivery during client meetings and training sessions.
  • Communicate effectively and efficiently to both technical and non-technical people alike.
  • Coordination with internal teams and clients.
  • Maintained project transparency with the Client, Project Manager, and Delivery Center Manager ensuring all are timely aware of any project risks
  • Ensured the client has a full comprehension of the product
  • Ensured weekly time allocations are best utilized to maximize weekly potential for billable hours and deliver the scheduled engagements and configurations to the client efficiently


  • Experience with implementation of information management systems, prefer Salesforce or similar CRM.
  • Experience in higher education advancement or not-for-profit
  • Demonstrated skills and ability to coordinate work activities with client staff, supervisory, and technical team members.
  • Excellent oral and written communication skills
  • Work Remotely; Willingness to travel for delivery of onsite client consultation services, required
  • Comfortable with ambiguity and learning and deploying new processes
  • Good judgement and detail oriented while being able to use soft skills to influence and present effective solutions to the clients.
  • Working Conditions: Occasionally travel, possible nights and/or weekend work during deployments.
  • Additional Experience, Skills & Abilities: Salesforce Certified Administrator is preferred.
  • Basic understanding of SQL preffered
  • Basic SQL querying knowledge in relational database systems preferred


  • Flexible Time Off - you are expected to periodically recharge and refresh
  • 401(k) with company match
  • Medical, Dental, Vision, Basic & Voluntary Life and AD&D, and Disability insurance coverage options

Affinaquest is committed to building an inclusive culture of belonging that not only embraces the diversity of our people, but also reflects the diversity of the communities in which we work and the clients we serve. We know that the happiest and highest-performing teams include people with diverse perspectives and ways of solving problems. Therefore, we strive to attract and retain talent from all backgrounds and create an environment where everyone feels empowered to bring their full, authentic selves to work. Affinaquest is an Equal Opportunity employer.

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