Implementation Project Partner

Who we are:

EverTrue is the leading advancement software that supports fundraising efforts at educational institutions and non-profit organizations. EverTrue merged with ThankView in October 2021 in an effort led by Rubicon Technology Partners. We are a fun, smart, mission-driven team that is passionate about the work we do! 

Our mission is to build relationships, inspire generosity, and improve lives. By connecting institutional data with dynamic insights from various integration partners, we provide education fundraising professionals with everything they need to engage alumni, raise support, and measure success. Today, hundreds of higher-education and K-12 institutions rely on EverTrue to better engage, identify, prioritize, and manage their fundraising prospects. 

We are a remote-first, U.S.-based company supporting employees in over 30 states with our team striving to share knowledge, celebrate accomplishments, think creatively, and have fun along the way.

At EverTrue, we recognize it’s unrealistic for candidates to fulfill 100% of the criteria in a job posting. We encourage you to apply if you meet the majority of the requirements because we know that skills evolve over time. If you’re willing to learn and evolve alongside us, join our team!

EverTrue is an equal opportunity employer and is committed to building a company that embraces and celebrates diversity and inclusion. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, or disability status. We embrace diversity, equity, and inclusion to enhance employee engagement, client satisfaction, and external partnerships/relationships. We believe that the more inclusive we are, the better we will be together. Diversity is not something we do, it’s who we are.

Who you are:

• (Required) You bring 3+ years of experience in Accounting—ideally with a focus on Endowment Accounting or a related field—to support Balance, our endowment accounting solutions product.
• You’re comfortable working independently to drive outcomes and build solutions, but you also thrive in an inclusive, collaborative environment. You consistently leverage strong communication and teamwork to get things done.
• You have a background in customer service and are passionate about delivering an outstanding experience in every interaction.
• Detail-oriented and naturally curious, you’re someone who seeks answers, asks thoughtful questions, welcomes feedback, and values precision. You learn quickly, approach challenges thoroughly, and hold yourself to a high standard.
• Your communication skills—both written and verbal—are exceptional. You’re able to clearly explain complex, technical concepts to a range of stakeholders, whether technical or non-technical.
• You’re technically savvy, with a strong understanding of how systems work independently and together. You stay informed on emerging technology and enjoy applying what you learn. You’re familiar with tools like Asana or Trello for project management, platforms like Freshdesk, Zendesk, or Front for support, and issue tracking tools such as Jira.
• You excel in project management and bring a strong analytical mindset, keen attention to detail, excellent time management, and the ability to prioritize and multitask across a range of responsibilities.
• Fast-paced environments energize you. You’re comfortable wearing many hats, managing multiple projects of various sizes, and making smart decisions about what needs your focus most.
• You exercise sound judgment and maintain discretion and confidentiality at all times.

What you'll do:

This is a hybrid role primarily supporting both the Implementation and Customer Support teams, with opportunities to contribute in additional areas as needed.

• Lead successful customer implementations, product upgrades, and migrations based on the Implementation team’s project needs and workload.
• Deliver customer training through live and recorded webinars and videos. Contribute to both internal and customer-facing knowledge bases by creating or updating articles and training materials.
• Provide thoughtful, solution-oriented customer support for our Balance and Impact platforms, including how-to guidance and advanced troubleshooting.
• Respond to customer requests, questions, and issues across multiple communication channels—delivering a best-in-class customer experience while meeting key KPIs and service level agreements.
• Serve as the primary customer-facing project manager for product-related special projects, and assist with ad-hoc work across both support and non-support functions.
• Stay up to date on product knowledge, incl