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crm saas onboarding zoom fundraisingπ 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.
π― 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.
π 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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