Provide onboarding guidance and project management support to the amazing nonprofits we serve and act as the main point of contact during their onboarding process
Own multiple onboarding and Professional Services projects or variable customer sizes at once while offering expert guidance to customer questions related to the product, timeline, and migration
Strategically utilize customer interactions to drive quicker and more impactful Time to Value, Product Adoption, and Customer Satisfaction.
Lead and coordinate milestone and miscellaneous customer configuration calls
Serve as a product expert who can effectively utilize resources to find answers to customer questions of all sizes and varying complexity
Perform training and workshop sessions for projects you are managing as needed to discuss and/or develop robust solutions to complex customer problems
Provide basic data mapping and import services during the implementation process
Develop a deep understanding of our nonprofit customers’ business and operations through change management coaching and best practices.
Work closely with our data migration, professional services, customer success management teams, and Partner network to offer clients a smooth onboarding experience, including robust note taking and handoffs.
Serve as an extremely effective project manager. Coordinate with internal stakeholders to adjust project timelines while monitoring your own resource management along with resource management of the internal project team.
Requirements
Previous experience working in project management, customer onboarding/implementation, or customer success.
Experience with CRM systems is required
Willingness to work in a fast-paced, flexible start-up environment
Self motivated and always looking to improve themselves and processes
Ability to manage workload based on changing priorities is required
Intimate knowledge of and/or working with nonprofits with a desire to quickly learn about fundraising best-practices
Clear and articulate communication skills
Ability to lead actionable and productive workshop sessions with clients.