EverTrue

• As a Business Development Representative at EverTrue, you will be responsible for identifying, engaging, qualifying, and generating new business opportunities by reaching out to prospective customers. • You will play a critical role in driving the sales pipeline within our highest potential accounts and will work closely with our sales team to achieve revenue targets. • Your primary objective will be to prospect, set high quality meetings, and help create a healthy pipeline of accounts. • Successful candidates will play a fundamental role in achieving our ambitious customer acquisition and revenue growth objectives. This role will report to our Senior Manager of Business Development.

• Own the ongoing optimization of EverTrue’s GTM technology ecosystem through process design, automation, and AI-driven workflow development. • Design and deploy automation across tools such as Clay, Gong, ChurnZero, Claude, and other GTM platforms to improve productivity and insight generation. • Build repeatable AI-powered workflows that support research, enrichment, summarization, pipeline intelligence, and customer insights. • Identify friction across systems and workflows and develop scalable solutions that improve usability, data flow, and execution velocity. • Maintain a strong understanding of Salesforce architecture and data structures to support integrations and downstream system alignment. • Partner with Revenue Operations, Sales, Marketing, Partnerships, and Customer Success teams to gather requirements and design workflow improvements. • Document system relationships, automation logic, and workflow design to support long-term scalability and institutional knowledge. • Evaluate emerging AI and GTM technologies and pilot high-impact use cases.

• Interact with customers and partners to support the EverTrue platform and to gain insight and understanding into customer needs and solutions and map them to EverTrue capabilities via industry best practices. • Support customer facing teams with customer technical queries and work to develop solutions and implement as needed. • Build, automate ETL, monitor, and debug workflows between various 3rd-party systems and customer CRMs to the EverTrue platform. • Partner with customer security teams to address their technical inquiries and assist with configuration of any security requirements and SSO integrations. • Establish and enforce systems designs and architectural standards through communication, documentation and metrics. • Provide guidance to improve the implementation process, documentation, and support protocols. • Work closely with Product and Engineering teams to research responses to challenges and make recommendations to improve the overall product, 3rd party integrations, and the onboarding process.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description At EverTrue, you will: - Interact with customers and partners to support the EverTrue platform and gain insight into customer needs. - Support customer-facing teams with technical queries and develop solutions as needed. - Build, automate, monitor, and debug workflows between various 3rd-party systems and customer CRMs to the EverTrue platform. - Partner with customer security teams to address technical inquiries and assist with security requirements and SSO integrations. - Establish and enforce systems designs and architectural standards through communication, documentation, and metrics. - Provide guidance to improve the implementation process, documentation, and support protocols. - Work closely with Product and Engineering teams to research challenges and make recommendations for improvements. Qualifications - At least 2 years of experience building technical integrations between fundraising CRMs and SaaS platforms. - Strong Python development skills, including building production-grade data processing pipelines. - Proficiency with MySQL and SQL, including writing queries and understanding transaction behavior. - Hands-on experience with AWS services including ECS, S3, Glue, Athena, Airflow, CloudWatch, and CloudFormation. - Experience with Docker and container-based deployment. - Deep familiarity with REST API integration patterns. - Experience with Blackbaud (RE NXT / SKY API), Ellucian Banner, Salesforce, or other common fundraising CRMs. - Working knowledge of SFTP-based file exchange and ETL workflows. - Experience implementing SSO integrations; familiarity with LDAP and/or Cognito is a plus. - Strong instincts for building resilient, observable systems. - Outstanding communication skills for translating technical details for non-technical stakeholders. - A proactive problem solver who works well across engineering, product, and customer-facing teams. - Knowledge of Major Gifts fundraising process and strategy is a plus. Requirements - Strong Python development skills. - Proficiency with MySQL and SQL. - Hands-on experience with AWS services. - Experience with Docker. - Deep familiarity with REST API integration patterns. - Experience with fundraising CRMs. - Working knowledge of SFTP-based file exchange. - Experience implementing SSO integrations. - Strong instincts for building resilient systems. - Outstanding communication skills. - Proactive problem solver. Benefits - A base salary range of $90K - $100K. - A 2.5% bonus plan based on company performance. - 80% coverage of your premium for medical, dental, and vision insurance. - 401k match of up to 3%. - A remote-first environment for flexible work. - Generous paid time off throughout the year. - Investment in your professional growth and development. - Opportunities to connect with colleagues both in-person and virtually. - The chance to contribute to the non-profits and educational institutions you care about.

• Lead and manage the Balance/Impact engineering team, providing technical direction, mentorship, and support across backend and frontend development. • Own the platform’s technical direction with a focus on security, performance, scalability, and user experience. • Champion an AI-first strategy by identifying opportunities to enhance automation, intelligent features, and predictive insights within the nonprofit financials space. • Lead the platform migration from the current Azure/.NET stack toward AWS and Linux-based infrastructure in alignment with the broader EverTrue technology ecosystem. • Partner with Product to manage the backlog, prioritizing features, technical debt, and bug fixes with a focus on measurable impact. • Collaborate cross-functionally with Product, Design, QA, DevOps, and leadership to deliver high-quality releases aligned with business goals. • Guide the evolution of the platform architecture, making pragmatic decisions about when to modernize versus maintain existing systems. • Set and uphold standards for coding, CI/CD, deployment practices, and engineering excellence. • Lead code reviews, technical discussions, and architectural planning. • Foster a culture of innovation, continuous improvement, ownership, and security-first development. • Build and grow the team by identifying talent gaps, participating in hiring, and developing engineers into stronger contributors. • Guide the continued evolution of the Balance/Impact platform as a critical product within the EverTrue portfolio. • Lead the engineering team in maintaining and enhancing the platform while executing a strategic migration toward AWS and Linux-based infrastructure. • Ensure delivery of high-quality, secure, and scalable solutions that support both current system stability and future platform growth. • Drive backlog prioritization in partnership with Product to balance feature development, modernization efforts, and technical debt. • Promote AI-first thinking across the platform to improve efficiency, security, and end-user experience. • Mentor and support engineers to strengthen technical capabilities and overall team effectiveness. • Contribute to a culture of ownership, documentation, and continuous improvement across engineering practices.

• Manage internal specific projects, as well as external customer-facing implementation projects. • Define project scope, goals, success metrics, and deliverables in partnership with Product, Engineering, and leadership. • Identify and proactively mitigate risks, dependencies, and bottlenecks that could impact timelines or delivery quality. • Develop and manage a detailed cross functional project plan, including planning, execution, dependency management, and tracking milestones/deliverables. • Serve as the central communication hub, ensuring alignment and consistent updates across all stakeholders, including customers, product managers, engineering leads, and customer-facing teams. • Proactively identify and manage risks, dependencies, and bottlenecks that could impact the project milestone/deliverable timelines, especially with respect to large-scale customer implementations and internal projects. • Facilitate stakeholder, and/or cross-functional meetings, document decisions and action items, and drive accountability through completion. • Manage and maintain technical documentation related to product integration, new workflows, and customer implementations. • Coordinate internal training and communication plans in partnership with Enablement and Customer Success ahead of feature launches or customer deployments. • Continuously improve project management and product refinement processes by leveraging tools, automation, and best practices. • Act as the customer's advocate and the main point of contact between our teams and the customer throughout the implementation project. • Travel to customer locations as needed during the projects. • Handle customer change requests by coordinating with relevant internal resources. • Identify and recommend EverTrue products and solutions aligned with customer needs, and relay opportunities to the account executive. • Support the sales team on pre-sale calls to discuss implementation, automation, and authentication requirements. • Undertake special projects as assigned by leadership, based on skillset and availability.

• Work closely with customer operations, design, and production vendors to ensure all projects meet pre-press specifications, data requirements, and standard production quality before mailing • Perform digital and physical quality checks, including but not limited to: proofreading, and accurate data implementation • Interact effectively with internal and external softwares to process, track and finalize projects • Quickly identify and solve submission and processing errors through problem solving and effective communication • Use USPS approved software to assure data is valid and current • Understand Pledgemine’s print and production vendor capabilities to identify incompatible projects • Learn USPS mail and postage requirements to identify when print files will not meet standard regulations

• Help develop and evolve the charter for the Partnerships team, ensuring clear alignment with EverTrue + DonorSearch strategy, vision, and long-term growth goals. • Own partner renewal and growth strategies, strengthening long-term relationships and driving mutual success across technology partners, consultants, and resellers. • Ensure partners deeply understand the full depth and breadth of EverTrue + DonorSearch solutions, enabling them to confidently position, implement, and advocate for our technology with nonprofit clients. • Lead partner enablement and education efforts, equipping partner teams with the knowledge, resources, and context needed to succeed in a rapidly evolving nonprofit technology landscape. • Continuously improve partnership processes and operating rhythms, collaborating cross-functionally with Product, Sales, Client Success, Marketing, and Engineering to scale effectively and efficiently. • Serve as a key connector across internal teams, bringing partner insights forward to inform roadmap decisions, integration priorities, and go-to-market strategies. • Represent EverTrue + DonorSearch at industry conferences, partner events, and community gatherings, building trust, credibility, and visibility across the nonprofit ecosystem. • Foster a trusted partner community where partners feel supported, heard, and confident in the reliability, innovation, and impact of our solutions. • Champion partnerships as a force multiplier for social good, ensuring our collective work empowers nonprofits to raise more, engage better, and create meaningful change.