Implementation Specialist (Fluxx)

Implementation Specialist

At Grantbook, we celebrate, support, and thrive on diversity and strive to create an inclusive environment for our teammates, our client partners, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills, and welcome applications from all qualified candidates.

We want to remove barriers that may limit you from joining Grantbook. Email us at [email protected] to let us know how we can provide you with accessibility support throughout our application process.

WHO WE ARE

We are a digital transformation consultancy and Certified B Corp with big dreams for the future of philanthropy. Our diverse team of techies and do-gooders works closely with grantmakers to help them unlock the full potential of their processes, teams, and technology so that they can do their good—even better.

We've worked with some of the world's largest foundations, including the William and Flora Hewlett Foundation, Margaret A. Cargill Philanthropies, Tides, and the JW McConnell Foundation.

HOW WE WORK

We're an ideal match if you seek autonomy, mastery, and purpose in your work. We take pride in a participatory work culture, where learning trumps ego. Curiosity, experimentation and a human-centred approach are core to how we do meaningful work together and to how we respond to the evolving needs of our clients.

We live our values of accountability, candour, empathy and daring. Policies are transparent and team members are empowered to make decisions about areas that affect them most. This allows our team to work flexible hours and from where they are most inspired (even pre COVID-19!). We trust each other to stay accountable and get stuff done.

WHO YOU ARE

You are a self-motivated tech specialist who is equally adept at communicating with computers as you are at communicating with people. You don't need to be a programmer, but you have a great grasp on how technology works. You might be great at system administration, cloud software configuration, integration, or data management, but your hidden talent is championing the user's voice and explaining technology in simple terms.

WHAT YOU'LL DO

At Grantbook, you'll be part of the Delivery team providing services to our clients. You will research, recommend, implement, and integrate different cloud solutions for grants management, customer relationship management, and related functional areas that meet our grantmaker clients' needs. In this full time role, you'll work across a portfolio of clients in a consulting capacity, in various cross-functional teams of two to four. For each client, you will be responsible for the technical design and build of the configuration and/or integration pieces on multiple projects.

YOUR PRIMARY RESPONSIBILITIES:

• Work closely with project managers to serve as the technical resource on the implementation, setup, deployment and ongoing support and enhancements of grantmaking cloud solutions for clients. This includes:
• Configuring forms, workflows, dashboards and reports in the base cloud application product, starting with Fluxx, keeping user-friendly experience design in mind.
• Testing builds with significant complexity through documented requirements but also through savvy understanding of client processes and data scenarios.
• Creating user stories/testing checklists to support and facilitate client review and validation of the system build
• Leading or supporting discovery meetings to map out business processes with clients, and translating them into system requirements. Demonstrated ability to connect business needs and operational requirements of the clients with the features available in the cloud solution to generate cohesive technical designs for the enhancement or larger system architecture.
• Setting up online portals for users to submit and review applications, reports and payments.
• Automating emails and communications between the foundation and their applicants to streamline the grant approval process.
• Building reports for foundation boards and directors to see where their funds are going, and where their impact is measured against benchmarks.
• Monitoring application releases of new features and changes and consulting with clients to determine which features to test, deploy, and support, to ensure systems are available and functioning for staff as intended.
• Triaging support tickets submitted by clients to identify which component is impacted and appropriately assess priority and severity. Investigating to identify root cause and appropriate solutions.
• Using middleware tools like Workato and Power Automate, build out API integrations between systems so that information flows across platforms and workflows seamlessly (if you'd like to learn or apply programming skills, you are welcome to do this with code as well!)
• Execute dataset-related tasks as needed, including data audits and analysis, data migration (field mapping transformations, cleansing, data loading), deduplication, visualizations,and advising clients on data validation activities.
• Produce and share client-specific training and documentation, including on-site training, video tutorials, and blog posts around technology best practices and processes.
• Monitor technology adoption and provide enhancements as needed.
  

ADDITIONAL RESPONSIBILITIES:

• Have fun, work as a team, and "get it done".
• Log your working time in Grantbook's time tracking system as billable hours are the basis for revenue as Grantbook is a consultancy.
  
  

WHAT YOU CAN OFFER

• Two-three years of working with the software implementation and technology adoption of cloud solutions, ideally in a grantmaking or nonprofit environment.
• Experience translating business requirements into the technical design and configuration build.
• Two-three years of data experience in an organization setting.
• High proficiency in the use of cloud solutions, such as G Suite, Office 365, Salesforce, Box, Dropbox, and Asana.
• Strong interest in developing an expertise in configuring grants management systems, such as Fluxx, GivingData, SurveyMonkey Apply, Salesforce, and SmartSimple.
• Prior experience managing data and configuring data visualization tools (e.g. Qlik, Tableau) would be advantageous.
• Prior experience and familiarity working with Application Programming Interfaces (APIs) and relational databases preferred.
• Familiarity with front-end web technologies (e.g. HTML, CSS, Liquid code) is a bonus.
• Demonstrated ability to work in a dynamic hybrid environment. You've developed strategies to manage the continual intake of requests for your attention, self-organize to prioritize your tasks to meet tight deadlines across multiple projects, and communicate proactively your progress with team members. You are a keen independent problem-solver, but also know when it's appropriate to seek help to deliver efficiently.
• Able to translate technical information into plain English.
• Exceptional written and oral communication skills.
• Excellent presentation and report writing skills.
• Proven interpersonal skills and a customer service oriented approach.
• Eligibility to work in Canada, and to travel to and work in client offices across North America.
  
  

HOW YOU'LL BENEFIT

SALARY & BENEFITS

Grantbook has a transparent salary structure with 6 levels, from A (entry level) through F (CEO). We are looking for implementation talent at the level C, in the salary range of CAD$78,000 - CAD$93,000. Throughout your interview process, we'll learn more about your skills and experience and determine your starting salary based on what you bring to the team.

We take pay equity at Grantbook very seriously and strive to ensure everyone on our team is accurately and fairly compensated for their work. This means someone who is less comfortable negotiating a higher salary won't be financially penalized compared to someone who readily argues for higher pay. Our salary bands are tied to similar roles in the market. We scan similar organizations—size, sector, culture— with the goal to provide competitive compensation. Each level reflects a stage of progress at Grantbook defined by expected experience and skills for that level.

Grantbook also boasts a flexible work culture (even pre-COVID-19), and all team members receive four weeks of paid vacation per year, a comprehensive benefits package with a health spending account. For more information, visit our Culture & Careers page.

CAREER & PROFESSIONAL DEVELOPMENT

As a growing organisation, there are continual opportunities to learn, whether it is developing a new skill set or bringing a new product/service offering to market. You, along with the rest of our team, will be key to driving our impact on philanthropy forward.

We have carved out career paths for our various roles at Grantbook, and will show you how you can progress up and between bands. We have paths for growth for both Individual Contributors and those interested in People Lead or Leadership tracks.

We also have a generous professional development pool that all team members can access after their first three months of employment, in order to help them reach their career goals at Grantbook.

WHERE WE WORK

We are a mostly remote-first team, with a fantastic office for collaborating (and having pizza lunches) centrally located by Sherbourne subway station in Toronto. We have team members in several provinces and co-working space in Vancouver, but the majority of our staff is located in and around Toronto. We will consider exceptional candidates from other locations in Canada as well.

HOW WE HIRE

As a company dedicated to social good for our clients, our team, and the world, we try to be as transparent as possible about how we work. That includes how we hire. View our hiring process on our website to learn more about what it will entail.

A word of advice: we greatly value communication skills, empathy, and self-awareness in our team. This means the cover letter is a major factor when we hire. Current team members report that putting together their application took them 1-2 hours. Please keep this in mind as you prepare your application!