Key skills
CRMLeadershipStrategic Planning
About this role
Role Overview
- Serve as a Relationship Manager for ProgressBible partners, ensuring tailored and consistent engagement.
- Lead partner onboarding by coordinating initial meetings, agreements, and tool access.
- Collaborate with the Data Onboarding Specialist to ensure data integration.
- Track partner status and needs using CRM tools and internal progress trackers.
- Conduct regular check-ins to assess partner goals, data usage, and support needs.
- Provide training on ProgressBible tools and advocate for best practices in data use.
- Collaborate with the PB Business Analyst to manage dashboard user accounts and monitor adoption.
- Contribute to strategic planning by identifying common partner needs and opportunities for improvement.
- Manage the ProgressBible inbox.
- Participate in the ProgressBible Relationship Management team and coordinate with PB leadership and technical teams.
Requirements
- A Bachelor’s degree in Communications, Business, or a related field (or equivalent experience).
- Experience in communications, data management, or partner relations.
- Experience with client engagement, coaching, or training is preferred.
- Previous experience working virtually in a collaborative, remote team environment is highly desirable.
- Experience working cross-culturally is a plus.
- Nonprofit sector experience is desirable but not required.