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crm saas onboarding zoom fundraising

πŸ“‹ Description

  • Host 1:many and 1:1 sessions on product usage and adoption milestones.
  • Support customers post-onboarding with playbook-driven success motions.
  • Guide customers through Givebutter features via email, Zoom, and phone.
  • Deliver foundational fundraising guidance using established frameworks.
  • Respond to inbound questions and address adoption blockers.
  • Contribute to customer education by updating guides and training materials.

🎯 Requirements

  • 1 to 3 years in a customer-facing role (support, CS, or tech sales).
  • Comfort supporting multiple customers simultaneously in a scaled environment.
  • Strong written and verbal communication; explain concepts clearly.
  • Tech-savvy with confidence in learning and teaching software tools.
  • Strong organizational skills and attention to detail.
  • Experience with nonprofit CRMs or online fundraising is a plus.

🎁 Benefits

  • Remote work from 10 hubs (cities listed).
  • Health insurance: Medical, Dental, Vision; 100% for employees; HSA/FSA.
  • Dependent care coverage for dependents; 50% premiums.
  • Mental health: TalkSpace membership.
  • 401k with 3% match.
  • Flexible PTO with uncapped vacation days.
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