FreeWill
FreeWill is an online platform that allows individuals to create legal wills and engage in estate planning easily and for free. The company provides tools to write or update legal wills, living wills, durable financial powers of attorney, and beneficiary designations. FreeWill also offers a revocable living trust service, primarily in California. They aim to help individuals plan their estate while encouraging charitable contributions through their platform. The service is supported by donations and is suitable for those with straightforward estate planning needs, while also offering guidance for when professional legal advice might be necessary. FreeWill operates as a public benefit corporation, emphasizing accessibility and community support in estate planning.
Planned Giving • Development • Marketing • Technology • Estate Planning
Customer Success Operations Manager
March 12
FreeWill
FreeWill is an online platform that allows individuals to create legal wills and engage in estate planning easily and for free. The company provides tools to write or update legal wills, living wills, durable financial powers of attorney, and beneficiary designations. FreeWill also offers a revocable living trust service, primarily in California. They aim to help individuals plan their estate while encouraging charitable contributions through their platform. The service is supported by donations and is suitable for those with straightforward estate planning needs, while also offering guidance for when professional legal advice might be necessary. FreeWill operates as a public benefit corporation, emphasizing accessibility and community support in estate planning.
Planned Giving • Development • Marketing • Technology • Estate Planning
📋 Description
• FreeWill is an award-winning, social-good startup that has partnered with 1,800+ nonprofits who support our mission while raising more than $10B in bequests to charities since we were founded in 2017. • We’ve been featured in the New York Times, Forbes, Oprah’s magazine, and our co-CEOs have even been named to Town & Country’s “Top 50 Philanthropists” list. • All of this is because we’ve figured out how to make some powerful (but complicated!) ways to donate much easier and more accessible. • Our products make things easier for the donors who want to change the world and for nonprofits doing heroic work around the planet. • In the last 7 years, we’ve grown from 5 people to 200+ (all smart, tenacious, and kind), and continue to grow. • We’d love to have you be a part of this adventure. In 2024, we were named a "Most Loved Workplace" by both Newsweek and Best Practice Institute and in 2025, we were named as one of Forbes' Best Startup Employers; you can also check us out on Glassdoor!
🎯 Requirements
• 4-5 years of experience in SaaS customer success operations, including experience building and maintaining automated workflows in a CS tool • Demonstrated ability to lead large, complex projects • Strategic, analytical thinker & proactive problem solver, with keen attention to detail • Ability to learn new tools quickly and independently • Superior written and verbal communication skills • Experience using Churn Zero, ClickUp, AirOps, Salesforce, or Looker • Experience managing new customer onboarding processes • Experience or certification in Agile or Scrum project management framework • Familiarity with the nonprofit space
🏖️ Benefits
• Regular (virtual) team events • Monthly co-working budget which can be used for local co-working spaces • Annual budget to outfit your home office or cover utility bills • $1,000 referral bonuses for growing our FreeWill community • Annual professional development budget
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