Integrations Consultant

4 weeks ago


Mt Pleasant, United States Omatic.io Full time

Who We Are:

Omatic solutions are purpose-built using the direct feedback of our 3,000+ social good customers. With over 80% of nonprofit organizations leveraging 4 or more cloud solutions today, the need for a uniquely tailored integration solution has never been greater.

Omatic 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 challenges, revels in the process of solving problems, celebrates the wins for our company and our customers, all while existing to empower social good organizations.

The Role:

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 Omatics internal systems

Conduct internal software trainings

Participate in user forums and blog posts

Assist Omatic Sales with selling Onboarding services

Engage in professional development to ensure ongoing industry knowledge

What You Will Bring to Omatic:

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 Raisers Edge, Raisers Edge NXT, Altru; Raisers 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

Job Perks:

Competitive health/dental/vision insurance, life insurance and short-term disability

401K with company match

Unlimited/flexible PTO

12 weeks fully-paid parental leave

Remote work schedules

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  • Mt. Pleasant, South Carolina, United States Omatic Full time

    About the Company: Omatic solutions are designed based on the feedback of over 3,000 social good customers. With more than 80% of nonprofit organizations using 4 or more cloud solutions, the demand for a customized integration solution is high.About the Team: At Omatic, employees are dedicated to helping others, both through business objectives and personal...


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