Portal Functional Consultant

🕒 3 days ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 10%

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Sylogist, Ltd.

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1995

☁️ SaaS

💸 Finance

📚 Education

SaaS • Finance • Education

Sylogist, Ltd. is a public sector SaaS company that provides a comprehensive suite of ERP, CRM, fundraising, education administration, and payments solutions. The company serves a variety of sectors including nonprofits, education, and government. Its tailored solutions include donor management, student information systems, and municipal ERP for grant management and victim services, backed by partnerships with Microsoft. Sylogist aims to modernize finance, fundraising, and administration processes to improve operational efficiency and better support the missions of its clients.

📋 Description

• Lead client-facing portal discovery sessions and gather portal-specific requirements • Document portal requirements and develop wireframes based on customer needs • Collaborate with the CRM Functional Consultant on user stories and acceptance criteria • Add portal wireframe snapshots to user stories in Azure DevOps • Document CRM mapping for the portal • Work with Portal Developers, CRM Functional Consultants, Project Managers, and other implementation team members throughout delivery • Review portal builds to ensure functionality aligns with documented requirements and wireframes • Support portal user acceptance testing, including reviewing functionality and retesting portal defects • Validate that the portal meets customer business requirements • Maintain accurate and up-to-date portal documentation throughout implementation

🎯 Requirements

• Minimum 5 years of relevant experience in functional consulting or business analysis • Must be a U.S. citizen • Must be able to pass an FBI background check • Strong client-facing experience, including gathering and documenting business and functional requirements • Experience developing user stories and wireframes • Strong analytical and problem-solving skills • Excellent verbal and written communication skills, particularly in customer interactions and requirements documentation • Ability to collaborate effectively with technical teams and manage multiple priorities • Experience with Microsoft Dynamics 365 CRM (nice-to-have) • Experience with victim services, Department of Corrections, jail management systems, or other government software implementations (nice-to-have) • Familiarity with data exchanges involving jail management systems, court systems, or other criminal justice systems (nice-to-have) • Experience supporting data migration activities (nice-to-have) • Familiarity with Azure DevOps and Agile methodologies (nice-to-have) • Must provide proper employment documentation showing immediate eligibility to work in the country in which the role is based • Sylogist does not offer sponsorships

🏖️ Benefits

• Meaningful impact through work supporting non-profit, government, and education customers • Healthy work-life balance • Benefits covering health, wealth, and wellness • Remote-first work environment • Personal and professional growth opportunities

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