Associate, Data & Technology

Who We Are

AmPhil is a leading provider of integrated professional services with a mission to strengthen civil society by helping mission-driven enterprises flourish. Since 2009, AmPhil has served over 1,000 nonprofits, philanthropists, charitable foundations, and other missional initiatives, helping them succeed and grow through practical guidance, strategic analysis, and a full suite of professional services.

As a firm, we value true partnership with our clients and our colleagues; encourage large-heartedness and conviviality; honor the virtues and traditions that have made American society prosperous and free; and employ practical wisdom and deep thinking. Learn more about AmPhil and our philosophy here.

As an Associate within AmPhil's Data and Technology Group, you will serve as a trusted advisor to nonprofit clients, supporting their CRM platforms and integrated systems while contributing to database implementations and optimization projects. This client-facing role requires strong analytical and problem-solving skills, excellent communication abilities, and a commitment to delivering exceptional service. A successful Associate will demonstrate proficiency in CRM administration, understand database structures and nonprofit fundraising operations, and possess the adaptability to meet evolving client needs.

Primary activities and responsibilities include:

• Serving as a primary point of contact for assigned clients, building strong relationships through responsive and proactive communication;
• Leading client support calls and meetings, documenting discussions, and managing follow-up action items;
• Translating client needs into technical requirements and actionable solutions;
• Managing client expectations regarding timelines, deliverables, and project scope;
• Contributing to client satisfaction through proactive problem-solving and continuous improvement initiatives.

• Leading or supporting multiple clients engagements simultaneously; managing time to address differing client priorities;
• Tracking tasks for multiple projects at once both internally and externally (client-facing tasks) to execute against deliverables;
• Tracking project deliverables and ensuring timely completion with quality standards;
• Escalating complex issues to senior team members with appropriate context and recommendations;
• Maintaining detailed documentation of client interactions, decisions, and system configurations.

• Administering client CRM platforms including Salesforce (NPSP/Nonprofit Cloud) and Virtuous CRM, along with integrated systems;
• Providing real-time troubleshooting and support for CRM-related issues and break/fix requests;
• Enforcing data hygiene best practices through cleaning, standardizing, and deduplicating donor records;
• Fulfilling administrative tasks including user provisioning, permission management, and security settings;
• Creating and modifying custom fields, page layouts, record types, and workflows to meet client requirements;
• Building and maintaining reports and dashboards to support client fundraising and operational goals;
• Conducting system testing to validate enhancements, customizations, and integrations;
• Utilizing tools such as Data Loader, Excel, Alteryx, and other data manipulation platforms for data preparation and migration, ensuring data integrity throughout the process.

• Supporting CRM implementation projects from discovery through go-live and post-launch stabilization;
• Assisting with data migration planning, mapping, validation, and execution;
• Utilizing ETL (extract, transform, load) tools such as Alteryx to prepare data for migration;
• Contributing to system configuration based on client business requirements and nonprofit best practices;
• Developing and delivering end-user training sessions and materials (user guides, process documentation, knowledge base articles);
• Identifying opportunities for system optimization and enhanced user adoption.

• Developing expertise in nonprofit fundraising concepts, donor management strategies, and sector…