CRM Integration Specialist (Client-Facing)

About DonorSearch: 
DonorSearch is the leading provider of prospect research solutions and AI powered technologies serving nonprofit organizations across the US. DonorSearch values include innovation, excellence, growth, collaboration and delivering high quality results. We are a family owned company that has a very high retention rate for employees. 

About the Role:

DonorSearch is seeking a detail-oriented and high-performing CRM Integration Specialist to join our Channels team. This position combines technical expertise, client-facing responsibilities, and collaborative efforts to streamline customer integration processes. In this role, you will work closely with the Channels Team, IT, Client Success, and other team members to support, troubleshoot, and implement integrations across multiple platforms, including Salesforce (SF), NXT, BBCRM, and others. You'll also create training materials, host client-facing webinars, and contribute to internal and client-facing documentation efforts. DonorSearch is proud to offer 40+ CRM integrated solutions.

This role requires comfort working with clients, internal teams, and cross-functional stakeholders while continuously learning and developing integration expertise. API and CRM knowledge is required, and nonprofit experience is preferred.

Key Responsibilities:

1. DonorSearch solutions expertise

• Through a structured onboarding process, and ongoing learning, become an expert on the DonorSearch solution set. 

2. CRM Integration Project Management, Support and Troubleshooting

• Installation & Troubleshooting:
  Work closely with the Client Success Technology Strategy Manager to rotate client-facing installation, setup, and troubleshooting of key integrations (SF, NXT, BBCRM, and others).
• Collaborating with the VP of Strategic Partnerships, define and manage the projects for new and/or updated CRM integrations. This includes collaborating internally and externally to define the full scope of the integration, build documentation, gain access to sandbox environments for key staff access, sales enablement training to internal teams, creation of price book entries, etc.
   

3. Client-Facing Engagement & Webinars

• Client-Facing Webinars:
  Host one (1), or more, client-facing webinars per month on integrations. Including creating content, reviewing it internally, and managing the webinar logistics in collaboration with Client Success Operations Associate.
  Ensure the content is informative, relevant, and updated to reflect the latest integration best practices and features.
• Sales Enablement Trainings:
  Deliver one (1) sales enablement training per quarter to internal teams (Sales, Customer Success, etc.) on integrations. This training will help the teams better understand integration options and how to support customers during the sales and implementation process.

4. Documentation & Knowledge Base Management

• Documentation Creation & Maintenance:
  Review, revise, and create new client-facing and internal documentation related to integrations. This …