Develop trusted relationships with nonprofit founders and teams, serving as their ongoing point of contact for success.
Proactively monitor engagement and identify at-risk customers and high-potential accounts for expansion, driving renewals and growth opportunities.
Conduct strategic check-ins and renewal discussions that include identifying opportunities to upgrade from standard to comprehensive packages or to introduce new solutions such as Compliance service and Partner Ecosystem offerings.
Own the upsell process by identifying, positioning, and closing opportunities for Beacon’s expanded suite of solutions.
Collaborate with internal teams to develop and execute strategies that strengthen retention and revenue growth.
Work closely with customers to understand best practices and provide information on nonprofit structures, compliance requirements, and available resources that support their mission and long-term sustainability.
Advocate for customers internally, sharing actionable feedback that drives service improvements and stronger long-term outcomes.
Consistently achieve or exceed upsell and renewal targets through value-based consultative conversations that strengthen customer relationships.
Requirements
3+ years of experience in Customer Success, Account Management, or a similar client-facing role.
3+ years of experience driving revenue through upselling, renewals, or expansion sales.
Proven ability to meet or exceed retention and growth goals.
Strong communication, relationship management, and problem-solving skills.
A proactive mindset with high emotional intelligence and a genuine passion for helping mission-driven clients succeed.
Familiarity with CRM or customer success tools.
Ability to manage multiple accounts while maintaining personalized engagement and follow-through.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer successaccount managementupsellingrenewalsexpansion salesretention strategiesrevenue growthconsultative sellingstrategic check-inscompliance service
Soft skills
communicationrelationship managementproblem-solvingproactive mindsetemotional intelligencecustomer advocacypersonalized engagementcollaborationfeedback sharingpassion for client success