Partnership Success Specialist
6 days ago
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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