Bloomerang

Business Development Rep

• Generate prospects through strategic marketing campaigns
• Qualify/Disqualify leads via phone and email communication
• Re-engaging prospects with previous interest in Bloomerang
• Utilize CRM tools (Salesforce) to manage opportunities and pipelines
• Set qualified appointments for the Account Executive team
• Hitting or exceeding daily productivity numbers consistently
• Conduct calls to qualify software products and services to leads
• Continuously expand product knowledge for consultative approach to leads
• Focus on grabbing attention and educating people using phone presence
• Qualifying leads from marketing campaigns as sales opportunities
• Nurture relationships with potential customers
• Collaborate with team members to share and learn from best practices
• Understand and articulate features and benefits of Bloomerang
• Understand competitive landscape and current nonprofit sector conditions

Inbound Business Development Representative

Operations

• Develop a comprehensive understanding of the sales process, from contract initiation to billing and renewal options.
• Be part of the team that becomes the subject matter expert on all things downgrades, cancellations and renewals and process them in the billing system
• Be able to understand the mechanics of new accounts and upgrades to assist the team during high influx and financial close periods
• Become an expert on product catalog and bundled offerings to facilitate optimal outcomes in renewal and other contract discussions
• Work closely with customers (via phone and email) to understand their business needs and adjust their contracts as necessary
• Investigate and resolve subscription discrepancies by working closely with customers and internal stakeholders.
• Identify process improvements and explore automation opportunities to streamline operations.

Subscription Operations Specialist

Project Manager

• Guide new clients through their conversion journey.
• Manage a full project load of clients, ensuring on-time project deliverables.
• Facilitate check-in calls and virtual meetings during each phase of a conversion with the client.
• Partner with the Conversion Technical Services teams to identify and resolve anomalies in client data through the submission of data revision requests when necessary.
• Evaluate, document, and escalate any client issues or concerns that arise throughout the conversion journey.
• Successfully manage a full project load, ensuring conversion milestones are consistently met.
• Demonstrated ability to make decisions and problem-solve common to complex conversion issues independently in the best interest of clients.
• Maintain a 90% average on-time delivery record for completed conversions
• Maintain an average CSAT score of 88% or higher in Top 2 ratings

Conversion Project Manager

Human Resources

• Direct, coach, and develop a team of HR Business Partners
• Serve as the primary point of contact for complex or high-risk employee relations issues
• Serve as the lead change agent for the HRBP team, guiding them through skill modernization
• Audit existing HRBP workflows to eliminate manual redundancies
• Act as the dedicated HRBP for a select team
• Lead the execution of annual performance reviews and merit increase processes
• Partner with people leadership to lead on change management
• Ensure compliance with labor laws and internal policies

Senior Manager, HR Business Partners

Manager

• Own the planning, execution, and tracking of enterprise-level transformation initiatives in partnership with functional leaders.
• Facilitate cross-functional working sessions and solutioning discussions that drive alignment, decisions, and execution.
• Proactively identify and address risks, misalignment, or bottlenecks before they impact delivery.
• Synthesize complex inputs into clear recommendations, risks, tradeoffs, and priorities for senior leaders and executive audiences.
• Establish and maintain program metrics, dashboards, and reporting to monitor progress, outcomes, and dependencies.
• Serve as the central point of coordination and communication for stakeholders, providing clear, timely updates on status, milestones, and decisions.
• Enable teams to adopt new processes, tools, and ways of working that improve efficiency, scalability, and customer impact.

Business Transformation Manager

Product Analyst

• Conduct deep-dive analyses of user demographic and behavioral data, product funnels, and retention patterns to identify high-leverage growth opportunities, particularly around activation and conversion.
• Establish and own the end-to-end A/B testing framework. Guide the cross-functional team on proper experiment design, metric selection, segmentation, and controls to ensure reliable and trustworthy results.
• Enforce the required statistical rigor and discipline across all experiments, ensuring that results are mathematically validated and that systemic product improvements are accurately differentiated from random variation.
• Define, instrument, and communicate core success metrics (NSM, KPIs) that direct the team’s activities and align the entire organization on conversion goals.
• Design, build, and maintain scalable, reliable self-service dashboards using advanced visualization tools (Looker, Tableau) to serve as the single source of truth for the Growth team.

Senior Product Analyst

Account Manager

• Own and manage the full expansion sales cycle, from prospecting within our existing client base to closing new opportunities and driving repeat purchases.
• Identify and qualify upsell opportunities within the existing client base.
• Provide tailored solutions and product demonstrations to clients, addressing their specific needs.
• Respond promptly to inbound leads and inquiries from potential clients and uncover expansion opportunities from those leads
• Actively prospect into assigned accounts, identifying decision-makers and engaging them in strategic discussions to introduce additional solutions
• Qualify leads based on budget, authority, need, and timeline (BANT criteria).
• Drive outbound outreach to engage existing customers in expansion conversations, setting discovery meetings and leading consultative sales discussions
• Develop and maintain a pipeline of sales prospects and opportunities
• Stay up-to-date on the features and benefits of our SaaS products.
• Effectively communicate the value proposition of our solutions to clients and leads.
• Stay informed about the latest technology and SaaS developments.
• Be proficient in using relevant software and tools to effectively communicate and demonstrate our products.

Account Manager – Level 3

Account Executive

• Develop and Manage a Robust Sales Pipeline: Build, qualify, and oversee a sales pipeline that is approximately three times your sales quota.
• Drive Your Pipeline: Generate around 30% of your pipeline through proactive outbound efforts, including LinkedIn, calls, and emails.
• Own the Sales Process: Manage the entire sales cycle from discovery and product demos to negotiations, aiming to close a minimum of 40%+ of deals successfully. (Aligned with team average)
• Lead In-Depth Evaluations: Lead comprehensive discovery calls, deliver live product demonstrations, and engage in detailed negotiations about Bloomerang’s software and services.
• Maintain Forecast Accuracy: Ensure precise forecast reporting within 10% accuracy and effective pipeline management using Salesforce.
• Engage with the Nonprofit Community: Immerse yourself in the nonprofit sector to build credibility to become a trusted advisor, educating prospects on Bloomerang’s value and how we help solve nonprofits challenges
• Become a Bloomerang Expert: Gain deep knowledge of all Bloomerang tools and services to effectively support and guide prospects.

Account Executive, Level 2

Events

• Coordinate and proactively communicate all logistics with internal and external teams to deliver successful trade shows, conferences, workshops, seminars, receptions, and virtual events.
• Collaborate with the marketing team, aligning strategy with goals, needs and targets. Ensure all events are closely coordinated in alignment with marketing campaigns and all marketing functions.
• Own full event project management, anticipating needs and risks from planning through execution, including stakeholder alignment, vendor management, and post‑event reporting.
• Lead pre‑event briefings and gather post‑event feedback to identify opportunities to improve processes, experience, and outcomes.
• Manage budgets and procurement, including shipping and inventory of displays, signage, demo equipment, collateral, swag, and giveaways, while proactively monitoring needs and spend.
• Travel (up to 15%) to provide onsite set‑up, tear‑down, troubleshooting, and event coordination to ensure seamless execution.
• Partner with Business Development to drive qualified attendance pre‑event and ensure timely, accurate lead follow‑up post‑event using marketing systems.
• Collaborate with RevOps to ensure accurate tracking of event metrics in Salesforce and Marketo, proactively identifying gaps or improvements in data capture.
• Analyze event performance and provide insights and recommendations to optimize, scale, and continuously improve the event program.
• Negotiate contracts and manage vendors, ensuring high‑quality execution, cost efficiency, and a consistent, brand‑aligned attendee experience.
• Manage event technology platforms (registration, lead capture, virtual event tools) and ensure compliance, risk mitigation, and smooth operational workflows across all events.

Field & Events Manager

Full-stack Engineer

• Own the technical vision and direction for your domain, ensuring the team builds solutions that are scalable, maintainable, and aligned with enterprise architectural guidance.
• Diagnose and resolve complex technical bottlenecks, leveraging deep knowledge of debugging tools to maintain the performance of our SaaS applications.
• Champion Agile ceremonies and workflows, ensuring iterative delivery, high velocity, and continuous improvement within the sprint cycle.
• Conduct rigorous code reviews in adherence to coding standards, to catch potential bugs and provide constructive feedback to elevate the team's standards.
• Embed AI responsibly into your team's workflow by using AI tools to enhance development productivity, code analysis, and technical problem-solving.
• Mentor and coach junior and mid-level engineers, helping them develop deeper technical skills, architectural thinking, and ownership mindset.

Senior Software Engineer, CRM

• Own the technical vision and direction for your domain, ensuring the team builds solutions that are scalable, maintainable, and aligned with enterprise architectural guidance.
• Diagnose and resolve complex technical bottlenecks, leveraging deep knowledge of debugging tools to maintain the performance of our SaaS applications.
• Champion Agile ceremonies and workflows, ensuring iterative delivery, high velocity, and continuous improvement within the sprint cycle.
• Conduct rigorous code reviews in adherence to coding standards, to catch potential bugs and provide constructive feedback to elevate the team's standards.
• Embed AI responsibly into your team's workflow by using AI tools to enhance development productivity, code analysis, and technical problem-solving.
• Mentor and coach junior and mid-level engineers, helping them develop deeper technical skills, architectural thinking, and ownership mindset

Senior Software Engineer, Fundraising

• Lead the ongoing maintenance, support, and optimization of the Gainsight platform.
• Design, implement, and optimize end-to-end business processes to enhance operational efficiency.
• Lead the solution design process by collaborating with cross-functional teams.
• Explore, learn, and integrate AI tools into daily tasks to drive efficiency.

Gainsight Operations Manager

Customer Support

• Own daily and weekly performance across support channels (email, chat, phone), including wait times, backlog, resolution quality, and customer sentiment
• Actively manage capacity, volume, and priorities—anticipating issues before they show up in dashboards
• Ensure customers receive clear, accurate, and empathetic support, even during high-volume or high-stress periods
• Use data to identify and effectively communicate trends, risks, and opportunities—not just report on them
• Lead, coach, and develop a team of Support Specialists with a strong focus on accountability, growth, and confidence
• Set clear expectations and follow through—recognizing great work and addressing gaps early
• Foster a culture of ownership, curiosity, and customer empathy
• Partner closely with Support Operations, Enablement, and Knowledge teams to effectively adopt and improve AI-assisted support
• Reinforce high-quality workflows that balance speed, accuracy, and customer experience
• Help translate customer pain into actionable feedback—without noise or exaggeration
• Communicate clearly and confidently with stakeholders at multiple levels