Partnership Success Specialist

6 days ago


San Francisco, California, United States Overflow Full time

Job Summary

The Activation Specialist plays a critical role in ensuring the seamless onboarding of Overflow customers, empowering them to receive donations of stock, crypto, cash, and DAF gifts. This position is responsible for creating a smooth handoff post-sale, guaranteeing a successful migration of recurring donors, and developing an exceptional customer experience throughout the onboarding process.

Key Responsibilities

  • Host Migration Welcome Calls to orient enterprise customers to the migration process and facilitate a successful migration.
  • Diligently follow the Overflow Activation Process to guide customers through every step of the activation journey.
  • Collaborate with third-party vendors to ensure all assets are activated correctly and in a timely manner for customers.
  • Ensure the correct implementation of tech-touch onboarding processes.
  • Respond professionally and knowledgeably to onboarding support inquiries through Zendesk.
  • Develop migration and onboarding resources to turn repetitive processes into scalable, tech-touch systems.
  • Act as the liaison with the Technical Migration Specialist to ensure the Overflow Migration Tool meets the needs of customers.

Requirements

  • Alignment to Overflow's mission to Inspire The World to Give.
  • Agreement with Overflow Values which inspire Overflow Company Culture.
  • Willingness to travel and participate in in-person gatherings.
  • Commitment to serving the evangelical Christian church space, alongside wider 501(c)3 non-profit space.

Desired Technical Skills and Aptitudes

  • 5+ years in a CSM, activation, or support role.
  • B2B experience is a must.
  • Experience on the staff of nonprofits or churches is a huge bonus.

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 120 hours paid time off (PTO) earned on an accrual basis.
  • Generosity Fund.
  • 401(k) Plan.
  • Mental Health Stipend.


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