Principal Technical Strategist Save

Qualifications

The candidate for this role should have excellent problem-solving skills, strong communication and collaboration skills, and a passion for making a difference in the community. A strong understanding of the nonprofit sector will be crucial for success in this role in combination with a focus on several areas of the following technical skills.

• CRM – understands the marketplace of CRM solutions, with operational experience in Salesforce, Microsoft Dynamics, and/or Blackbaud products
• Data Architecture and Analytics – Fundamental Understanding: Data Movement, Data Storage, Data Analytics, Data Strategy, Data Governance, Data Warehouses
• ERP – understands the “back of house” solutions that drive financial and HR departments
• AI and Digital Solutions – understands the complexity of implementing various digital tools and the how these products and approaches can directly elevate the impact of nonprofit organizations
• IT – understands the managerial and leadership expectations within an IT department at a nonprofit organization
• Change Management – understands concepts of change management and can apply those concepts to ensure successful project engagements

Previous Work Experience

10 Years experience working directly with technology

3-5 management or recognized leadership experience

2-3 years of consulting experience

Required Consulting Skills

• Ability to meet or exceed billable and performance expectations.
• Proactively tracks project budget hours and scales work to fit within a specific project budget.
• Demonstrates flexibility and creativity to meet client priorities with the given resources, budget, and time.
• Delivers high quality work despite obstacles.
• Effectively stewards team through problem-solving.
• Serves as a strategic subject matter expert (SME) in an ad hoc capacity across the firm.
• Develops strategic approaches to meeting the client’s needs to address requirements.
• Communicates in a timely, clear, and effective manner with team members and ensures all are informed of project status.
• Demonstrates experience analyzing and understanding a problem and developing various approaches to solving the problem.
• Demonstrates advanced knowledge of nonprofit technology needs, limitations, and resources.
• Remains current, forward-looking and brings innovative solutions and best practices to the firm and our clients.
   

Position Responsibilities

Client Project Work

• Prepares for and executes, or lead a project team who will execute, all phases of client project work including but not limited to:
• Gathering and documenting requirements
• Discussing strategy and goals

• • Developing design and architectural documents and diagrams
    Supporting Solution Selections
    Technical Assessments and Roadmaps

• Writing and presenting materials to clients
• Documenting processes
• Operates independently when needed to provide quality work to an engagement and complete assigned tasks.
• Performs varied and complex duties and tasks in order to create a project vision or plan and  execute strategies to meet customer needs.
• Builds partnerships with clients to develop trust and encourage project success. 

Sales & Marketing Support

• Participates in business development activities to support the Sales and Services collaboration.
• Assists in pre-sales and sales team on RFP/RFI process, effort estimations, customer-facing meetings, and attends meetings when needed.
• Builds and fosters existing client relationships to encourage future engagements.
• Participates in marketing activities, including attending conferences, speaking engagements, and authoring content.
   

Operations & Onboarding

• Assists with hiring process through conducting interviews or informational discussions with candidates when requested.
• Contributes to the firm’s growth by enhancing Heller’s strategies and priorities and providing input on and facilitating internal change management
• Works with project managers, teammates, and other peers to maintain 360 feedback loop and culture of giving and receiving direct feedback.
• Provides guidance and support to team members on projects and through developing effective relationships with colleagues.

Professional Development

• Works with colleagues to grow professionally.
• Maintains necessary product, service, or technical expertise relevant to practice focus, such as application certifications, change management or project management certifications, and/or completion of or certification in other facilitation or leadership courses.
• Represents Heller Consulting and communicates effectively with colleagues, with clients, and publicly through writing, presenting at conferences, and/or on social media platforms.
• Applies lessons learned from prior project experiences, industry and sector best practices, and Heller firm expertise to new projects and similar situations.

Internal Initiatives

• Completes additional firm capacity-building work in the form of participation in, contribution to, or leading committees or internal initiatives in the following:
• Practice Development
• Service Delivery
• Emerging Services
• Strategic Services
• Leads by example within project teams, internal initiatives, and in all day-to-day work/interactions with peers.
• Mentors peers both within projects and internal initiatives as well as in an informal capacity.
• Actively contributes to and builds Heller’s knowledgebase/knowledge-sharing by being able to speak to the cross-section of the firm’s services.
• Maintains knowledge of current practices and emerging technologies.