Partnership Success, Account Manager

3 weeks ago

San Francisco, United States Overflow Full time

Overflow. The Most Powerful Giving Platform On The Planet.

Overflow

is the philanthropy platform for today pairing modern technology with an uncomplicated approach to giving. We are a Series A startup founded in Silicon Valley with an audacious mission to inspire the world to give. We are backed by top-tier VC firms ( Uncork

,

Craft

&

Village Global

) and strategic angels & leaders within organizations like Hubspot, Golden State Warriors, Carta, Lyft, Stripe, & Venmo.We are addressing a $450B philanthropic market ripe for disruption. Overflow is a B2B SaaS company that unlocks net-new donations for nonprofits solving some of the most pressing problems we face as a civilization. We are working to make generosity frictionless across all asset classes including stock, crypto, and cash. Some of the top nonprofits in the world trust us and we are positioned to lead the market as a top payments provider. Learn more about

why we started this company

. FOUNDING PRINCIPLES

Overflow was founded on the Ancient Christian Proverb 11:24 “The world of the generous gets large and larger.” It is teachings similar to this that guides, empowers, and directs our executive leadership team. OVERFLOW CULTURE

Vision is where we are going & Culture is how we get there. We endearingly call our team Flow Fam. Launching in 2020, we are a remote hybrid team with major hubs in Silicon Valley, California & Birmingham, Alabama. Moving forward, our hiring focus will be the

San Francisco - Bay Area

as we expand our Headquarters and cultivate an in office work culture. Candidates’ willingness to relocate for this role is highly valued. JOB DESCRIPTION

Overflow’s Customer Success Manager is responsible for effectively nurturing customers throughout their lifecycle to provide education, increase product utilization, and deliver customer value. The more engaged a customer is with the Overflow team, the more likely they are to reach their objectives with Overflow and renew year over year. The PSM will ensure that customers receive the right touchpoint at the right time to develop a lasting partnership. The ultimate goal of the PSM is that customers love the platform so much they share Overflow with their network and grow the Overflow customer base. Work with a portfolio of customers to help them meet their business objectives through Zoom calls, trainings, content development, etc. Create content and resources to provide education on various aspects of the Overflow product, donor development, church finances, generosity, and more. Act as the customer’s guide to successfully launch Overflow to their constituents. Develop and build strong relationships with key customer stakeholders and executive sponsors Understand customers’ needs and priorities to optimize the use of the Overflow platform Identify new opportunities to up-sell, cross-sell, and increase utilization of features Effectively communicate application features and product information for new releases and facilitate their adoption Be the voice of the customer and provide internal feedback on how Overflow can better serve our customers Collaborate closely with various cross-functional teams (Product and Engineering, Marketing, and Go To Market) to drive better results. Ensure excellent CRM usage and reporting NON NEGOTIABLE QUALIFICATIONS

Alignment to Overflow’s mission to Inspire The World to Give founded on Christian Proverbs 11:24 “The world of the generous gets larger & larger.” Agreement with Overflow Values which inspires Overflow Company Culture Willingness to travel & participate in in person gatherings Commitment to serving the evangelical Christian church space, along side wider 501c3 non profit space DESIRED TECHNICAL SKILLS & APTITUDES

You are deeply passionate and curious about the work of churches and nonprofits and how it can be accelerated through innovation and generosity. You care about the details and won't stop until a solution is found. You engage clients from a place of authenticity and empathy, seeking to do whatever it takes for them to be successful. You're an outstanding

verbal

communicator that knows how to think on your feet and work with a team to develop innovative strategies that further the partnership. You're an exceptional

written

communicator with a talent for making clients feel known and understood, and an ability to craft comprehensive, well-informed communications. You are exceedingly organized and are skilled in managing and following up on many tasks at once. You are ready to move fast and learn fast 5+ years in a CSM role. B2B experience is a must. Experience on the staff of nonprofits or churches a huge bonus Work from San Francisco Bay Area near Mountain View Headquarters is ideal - by 2024 TECH STACK

GENERAL TEAM Slack Google Suite Notion Zoom Pitch SUCCESS TEAM Monday.com Calendly Update AI Aircall OFFER LETTER

PROBATIONARY PERIOD

The first 90 days of your employment will be under a

probationary period

. During this period, both the company and you will determine whether you can perform the requirements of the job you have been assigned to. Near the end of this probation, we will assess your performance in the form of a standard review. COMPENSATION PACKAGE

BASE SALARY

Payable on a bi-monthly basis & subject to all withholdings & deductions as required by law EQUITY GRANT

Subject to approval by Board of Directors, 4 year vest, 1 year cliff BENEFITS OFFERING

*These details are for information purposes and are subject to any company policy or plan changes 120 hours paid time off (PTO) earned on an accrual basis

️ Generosity Fund 401(k) Plan IRL Gatherings Mental Health Stipend RECRUITING PROCESS OVERVIEW SUBMIT APPLICATION [30 MINUTES] Review Focus Experience Qualification Values Alignment Submit Overflow Application via Typeform All applications will be reviewed & advanced by HR Admin Response Time : 2 weeks I

nterview Focus Functional Knowledge Technical Depth Customer-Centric Cross-Functional Culture Carrier Scheduled by HR Admin with 2 Overflow Team Members Response Time : 2 weeks Interview Focus Accountability Culture Fit Scheduled by team manager Response Time : 3 weeks

#J-18808-Ljbffr

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