Association Management Software Consultant

Posted:
8/8/2024, 5:00:00 PM

Location(s):
Florida, United States ⋅ Tampa, Florida, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Consulting

Workplace Type:
Hybrid

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Association Management Associate (Nimble AMS on Salesforce)

As a member of RSM’s Nonprofit Relationship Management consulting team, you will be part of our Association Management Software (AMS) group, where you will work directly with association clients to understand their unique needs better and deliver excellent solutions! We are looking for an Association Management Software Consultant who has experience with Nimble AMS on Salesforce to join our team! In this role, you will develop creative solutions, support existing infrastructure, and provide recommendations to support the mission and satisfy the needs of our clients, and your knowledge base of how associations operate will ensure your success in this role. Some of your tasks may include working on new implementation projects, promptly responding to ongoing support cases, and migrating clients to the latest cloud version of the software.

Responsibilities

  • Develop and document user stories and/or business requirements with solutions and level of effort estimates
  • Support existing clients with ad hoc issues reported through our support desk
  • Configure a system based upon written system user stories or business requirements and document test cases and steps to achieve the system requirement
  • Write client reports using specific system tools, including but not limited to iMIS tools (e.g., intelligent query architect (IQA), SSRS, and Exago report writer) and Salesforce Nimble AMS tools (e.g., list views, reports, advanced analytics, and dashboards)
  • Create websites using built-in content management systems and/or commerce portals
  • Support and develop advanced or extended configuration to meet client workflow and communication needs using system tools and add-on modules (e.g.,  , Salesforce Flows and Process Builder, Nimble Create templates)
  • Work with our project managers to implement and install new systems based upon documented system requirements or configure/develop new features to enhance existing systems
  • Train clients remotely and/or in person depending upon the engagement
  • Additional duties as required

Qualifications

  • Experience working with or working directly in an association
  • Existing knowledge of the Salesforce Nimble AMS platform (other AMS experience may be considered) and/or existing knowledge of the iMIS Engagement Management System, specifically the most recent versions of the software (20.2.66 and above)
  • Strong knowledge of how system modules work within an association, including membership dues and billing, accounting, and AR, deferred revenue, event management, fundraising and donations, online commerce and orders, certification and programs, and engagement tracking
  • Prior experience with data management and/or conversions, including mapping and transforming data from one system to another and a thorough understanding of underlying tables and how systems are built
  • Understanding of website management concepts and web programming languages (e.g., JavaScript (jQuery), HTML, and CSS)
  • Experience with Microsoft SQL or Salesforce SOQL, including the ability to troubleshoot and/or write scripts
  • Experience with Apex coding Solid troubleshooting and online research skills
  • Willingness and ability to achieve and maintain certifications applicable to the primary system(s) you will work with (e.g., Certified iMIS Professional from ASI, Salesforce Administrator)
  • Ability to prioritize
  • Excellent written and verbal communication skills to communicate within the internal team and with clients through email, instant messaging systems, project management systems, web conferencing, and in-person
  • Ability to work well with a team in a fast-paced environment.
  • Willingness to ask questions, research new skills and technologies, and cross-train as requested
  • Outstanding customer service skills and a dedication to the customer service experience

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

As an Affirmative Action and Equal Opportunity Employer, all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $91,200 - $172,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.