FreeWill

Account Executive

• New Business Development: Prospecting and booking meetings with nonprofits to demonstrate the value of Grant Assistant, especially targeting organizations with robust grant-writing operations.
• Sales Process Execution: Conducting discovery calls, presenting the Grant Assistant product, managing pricing and contract negotiations, and closing deals that range from $5,000 to $15,000+.
• Collaborative Selling: Working closely with sales engineer as well as marketing and enablement teams to refine messaging, sales motions, and demo strategies as we go-to-market with Grant Assistant.
• Strategic Growth: Contributing to the development of training materials and best practices for future hires, and actively sharing insights about successful approaches to iterate on the sales process.
• Target Achievement: Managing a sales pipeline, meeting revenue targets, and closing new accounts within a 30-45 day sales cycle.
• Product Expertise: Becoming an expert in the Grant Assistant product and broader nonprofit grant-writing landscape, staying current with market trends, and providing feedback to the product development and marketing teams.
• Cross-functional Collaboration: Collaborating with a small cross-functional team of FreeWill team members along with newly integrated Grant Assistant staff to ensure a smooth integration of sales processes and to leverage his expertise in supporting the US-based sales effort.

Producer

• Serve as the primary point of contact for partner requests, managing intake through shared inboxes and Slack, setting expectations, and providing clear status updates throughout the project lifecycle.
• Coordinate work across contract developers by scoping requests, assigning tasks, tracking progress, and ensuring deliverables meet quality standards before they reach partners.
• Execute design and development work directly, including building and modifying sites in WordPress, creating and editing visual assets in Photoshop or Figma, and writing clean HTML/CSS/JS when the situation calls for it. Git and GitHub are part of your regular workflow, not something you need to Google.
• Own project tracking and documentation in Notion, maintaining accurate records of decisions, partner context, and project status so the team always knows where things stand.
• Build and refine operational systems, including intake workflows, QC checklists, handoff processes, and documentation standards. Conduct quarterly reviews to identify what's working and what needs to change.
• Handle bespoke and one-off requests with flexibility, problem-solving edge cases that don't fit standard workflows, while flagging patterns that suggest the need for new processes.
• QC completed work for accuracy, brand consistency, and basic accessibility before delivery.
• Communicate proactively, clearly, and with empathy with partners and internal stakeholders- setting expectations, confirming launches, explaining delays, and providing technical guidance in ways they can genuinely understand.

Digital Production Manager

Customer Success Manager

• Produce outstanding fundraising results for a portfolio of nonprofit partners
• Create warm, dynamic relationships with partners and ensure they feel cared for
• Proactively identify challenges and address partner problems with sound judgment
• Understand and communicate partner needs to internal teams effectively
• Execute tactics and processes that support scalability as the team and partnerships grow
• Maintain strong partner relationships year over year through successful renewals and upsells
• Lead partner onboarding and launch to set the tone for an interactive and successful partnership
• Facilitate regular check-in calls, business reviews, and annual kickoffs to drive strategy and results
• Leverage data literacy and storytelling to translate product utilization and outcomes into ROI narratives
• Meet or exceed quarterly adoption, retention, and expansion metrics
• Work across multiple teams to track partner campaigns and progress; identify patterns and provide tactical insights
• Provide marketing support to partners based on established best practices and adjust approach as needed
• Collaborate with Content team to communicate partner needs and co-create effective materials
• Proactively communicate new FreeWill developments to partners and offer relevant value
• Stay current on nonprofit fundraising and customer success techniques and trends
• Act with FreeWill's values of focus, joy, kindness, and courage

Account Executive

Digital Production Manager

Partner Success Strategist