Solution Consultant

Summary

Join Togetherwork as a Solutions Consultant to help association clients leverage their investment in our technology. You will assist clients in achieving their goals using methodologies aligned with our technology roadmap, focusing on enhancing staff and member experiences. This role requires gathering business requirements, translating them into functional specifications, and communicating technical ideas to non-technical stakeholders. You will acquire a fundamental understanding of our products, support policies, and client agreements. Success in this position requires strong technical aptitude, experience with CRM systems, and excellent communication skills. The role offers a competitive salary and benefits package.

Requirements

• Bachelor’s degree and at least 2–3 years of work experience in a related field
• Strong technical aptitude with demonstrated experience in Microsoft Dynamics 365 or similar CRM systems
• Familiarity with large enterprise or relational database systems
• Experience with member-based associations (e.g., membership management, professional development, meeting/event coordination)
• Proficient with Microsoft Office Suite (Word, Excel, Outlook) and Microsoft Teams
• Ability to manage multiple projects simultaneously across various stages
• Strong communication skills and ability to translate technical concepts into client-facing conversations
• Demonstrated initiative, self-motivation, and comfort working autonomously

Responsibilities

• Acquire a fundamental understanding of our products, customer support policies, and client agreements
• Engage with clients to understand goals and design requirements
• Communicate a clear vision on how best to achieve project goals using applicable tools and methodologies
• Develop functional requirements documentation for client approval
• Implement and support system configurations and test based on approved requirements following SOPs
• Deliver training to clients and participate in other educational activities
• Document and build out solutions using a uniform, consistent approach for long-term client support
• Stay current on emerging tools and technologies within the association marketplace
• Provide consulting services in alignment with project scope and budget
• Perform other related duties as assigned

Preferred Qualifications

• AMS experience
• Background in accounting or financial processes
• Experience in technical training or previous technical PM roles

Benefits

• $1,000 employee referral
• Discretionary bonuses
• Long term incentives
• A flexible paid vacation/personal time policy
• 6 weeks paid parental leave