Career Opportunities

Skills such as customer engagement/service/ consulting, project management/organization, data management and analysis, grant/funder reporting experience, and quality improvement/process optimization would all be beneficial. Apricot is a highly customizable point/click/drag case management system which does NOT require advanced technical skills like coding and product development.

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Key Responsibilities

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You will manage Apricot Implementation projects end-to-end for non-profit human services customers, to include:

 

• Collecting discovery information/documents and working closely with clients to assess workflow, data, and reporting needs.

• Creating project plans and timelines.

• Completing solution design (workflows, forms, and reports) within Apricot.

• Meeting regularly with clients to present designs, incorporate feedback, and consult with clients on system design, functionality, and best practices.

• Leading data testing and migration efforts.

• Monitoring project hours and closing out projects on time while producing customized, quality deliverables.

• Facilitating customer engagement and building positive working relationships.

• Collecting and reviewing discovery questionnaires and documents to initiate understanding of customer programs, services, workflows, and operational and reporting needs.

• Creating and managing a project plan (tracking billable hours, deliverables, and project duration metrics).

• Facilitating regular meetings with clients to present designs and gather feedback.

• Utilizing strong customer service and consulting skills to engage customers in learning and participating in their system implementation, manage expectations, and make SME recommendations.

• Setting up sites, programs, and users within the system.

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Based on the above (along with form templates provided by the customer), design forms in Apricot by:

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• Prioritizing which forms to build within the scope of work, determining the form types (eg. Tier 1 vs. Tier 2, internal vs external facing, batch creation, etc.) that will best meet customer needs.

• Choosing the field types to click and drag into the form, designing the format, functions, and workflows that will support user efficiency, data accuracy and validity, ensuring collection of all data metrics and reporting requirements.

• Leading data testing by providing basic end-user instruction to the project team on entering fake client data by entering the data on the forms.

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Solution design includes:

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• Collecting and reviewing discovery questionnaires and documents to initiate understanding of customer programs, services, workflows, and operational and reporting needs.

• Creating and managing a project plan (tracking billable hours, deliverables, and project duration metrics).

• Facilitating regular meetings with clients to present designs and gather feedback.

• Utilizing strong customer service and consulting skills to engage customers in learning and participating in their system implementation, manage expectations, and make SME recommendations.

• Setting up sites, programs, and users within the system.

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Based on the above (along with form templates provided by the customer), design forms in Apricot by:

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• Prioritizing which forms to build within the scope of work, determining the form types (eg. Tier 1 vs. Tier 2, internal vs external facing, batch creation, etc.) that will best meet customer needs.

• Choosing the field types to click and drag into the form, designing the format, functions, and workflows that will support user efficiency, data accuracy and validity, ensuring collection of all data metrics and reporting requirements.

• Leading data testing by providing basic end-user instruction to the project team on entering fake client data by entering the data on the forms.

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Build out reports by:

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• Clicking and dragging the necessary form fields into the report builder, making decisions about formatting, filters, and visuals.

• Utilizing the fake data to run and test the reports

• Presenting the report designs to the customer and making any requested changes.Set up special functions in the system such as:

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• Configuring external user portal access

• Creating email alerts within the forms and configuring time-based alerts/reminders,

• Building out the class/group attendance trackers

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Facilitating data migration by:

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• Collecting client data from the client in excel/csv format

• Running the prepare for import tool within Apricot

• Cleaning the client data to ensure compatibility

• Upload the cleaned data into the customer’s Apricot site

 

Closing out the project by:

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• Presenting the end-to-end system design to the client

• Providing recommendations for system rollout, management, and continued post-implementation system development.

• Creating a project summary listing all forms, reports, and functions created as part of the implementation project.

• Submit a “deliverables sign-off" to the customer for their signature.

• When applicable, conduct a soft-hand-off to the Bonterra Advanced support specialist.

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Qualifications and Experience

 

• Bachelor's degree in computer science, Business Administration, or a closely related field.

• Knowledge and experience in the Financial Services SaaS ecosystem and partnership driven sales strategy.

• Experience working and communicating with multiple stakeholders, C-level executives of other organizations and cross functional teams or equivalent.

• Experience in strategic thinking about business, enterprise software products, and new technology platforms and architectures or equivalent.

• Strong ability to build relationships with customers and partners. We will look for a proven track record of building successful partnerships. Someone who moves the needle in those relationships and drives impact, rather than “minding the shop”.

• Prior experience leading sales teams and large SAAS deals will be ideal.

• Clear verbal and written communication skills.

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Minimum Experience

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• Experience designing solutions within Case Management software

• Project Management experience

• Consulting experience

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Preferred Experience

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• Experience designing solutions within Bonterra Apricot Case Management software.

• Experience working with non-profit or government human service programs/ organizations.

• Knowledge of grant funding/reporting, HMIS (homeless services), data collection and analysis, Medicaid/Medicare billing, and/ or case management processes

 

Pay Rate: $50 - $75 per hour. DOE

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* Minimum hours are not guaranteed. Anticipated hours will probably range anywhere between approximately 8 to 16 hours per week and may be more as demand grows; however, projects are assigned on a round -robin basis and are dependent upon business needs.​​​​