Provide onboarding guidance and project management support to the amazing nonprofits we serve
Own multiple onboarding and Professional Services projects or variable customer sizes at once
Strategically utilize customer interactions to drive quicker and more impactful Time to Value, Product Adoption, and Customer Satisfaction.
Lead and coordinate milestone and miscellaneous customer configuration calls
Serve as a product expert who can effectively utilize resources to find answers to customer questions
Perform training and workshop sessions for projects you are managing as needed
Provide basic data mapping and import services during the implementation process
Develop a deep understanding of our nonprofit customers’ business and operations
Work closely with our data migration, professional services, customer success management teams, and Partner network to offer clients a smooth onboarding experience
Serve as an extremely effective project manager.
Requirements
Previous experience working in project management, customer onboarding/implementation, or customer success.
Experience with CRM systems is required
Willingness to work in a fast-paced, flexible start-up environment
Self motivated and always looking to improve themselves and processes
Ability to manage workload based on changing priorities is required
Intimate knowledge of and/or working with nonprofits with a desire to quickly learn about fundraising best-practices
Clear and articulate communication skills
Ability to lead actionable and productive workshop sessions with clients.
Comfort with data and spreadsheets
Phenomenal organizational skills are required
Benefits
Market competitive pay leveraging Carta data
Employee recognition through Bonusly (birthdays, anniversaries, achievements, etc.)
401(k) retirement plan with company matching
50% match up to 6% of compensation after 90 days
Unlimited PTO
Supportive time off including paid volunteer days and company holidays
Employer-contributed healthcare benefits, encompassing medical, dental, and vision coverage