Customer Success Functional Expert – Reporting, Analytics & Insights
Core
Strategic, customer-facing role helping nonprofit customers translate data into insight by maximizing use of Blackbaud reporting, analytics, and visualization capabilities.
Role type
Senior IC Customer Success Functional Expert (Reporting & Analytics)
Builds
Custom reports, dashboards, and data-driven strategies for nonprofit clients using Blackbaud and Power BI.
Domain
Nonprofit sector / Business Intelligence / SaaS Enablement
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Blackbaud product expertise (RE NXT, FE NXT, BEM, CRM), Power BI, data modeling, KPI definition, consultative selling, stakeholder management, workshop facilitation, gap analysis, enablement content creation
Preferred skills
Nonprofit industry experience, fundraising/finance domain knowledge, complex data integration, usage pattern analysis, competitive benchmarking
Technologies
Blackbaud (RE NXT, FE NXT, BEM, CRM), Power BI
Responsibilities
Conduct 1:1 consultations and workshops to guide customers on data strategies; design and optimize custom reports and dashboards; translate business questions into practical reporting approaches; analyze usage data to shape enablement programs; create scalable resources like playbooks and templates; identify adoption gaps and recommend strategic improvements.
Seniority
Mid-Senior, hands-on IC