Fundraising • Education • Social Networking • Advancement Software • Fundraising Solutions
Yesterday
Fundraising • Education • Social Networking • Advancement Software • Fundraising Solutions
• Own the Onboarding Process: Serve as the main point of contact for enterprise partners during onboarding, guiding them through implementation, timelines, and platform adoption and thoughtfully pass their Partner Success Manager. • Accelerate Time-to-Value: Streamline onboarding workflows to reduce implementation timelines and help partners see value from GiveCampus faster. • Create Repeatable Playbooks: Develop scalable processes, onboarding documentation, templates and best practices to increase efficiency for the Partner Success team. • Ensure Alignment Across Teams: As part of the Partner Success team, collaborate with Success Operations, Sales, Product, and Partner Operations teams to ensure smooth handoffs, set clear expectations, and address partner needs proactively. • Deliver a Best-in-Class Experience: Actively engage with partners to solve challenges, provide tailored guidance, and build trusted relationships during the critical onboarding phase and measure and increase their satisfaction over time. • Measure and Improve Success: Track key onboarding metrics, gather partner feedback, and recommend improvements to enhance the onboarding experience and drive partner satisfaction.
• Software Implementation Expertise: Experience implementing software solutions for enterprise-level partners in a SaaS environment. • Proficiency with Onboarding Tools: Familiarity with partner onboarding tools (e.g., Vitally, Monday.com, Smartsheet) or CRMs like Salesforce. • Technical Aptitude: Strong technical skills, including comfort navigating integrations, APIs, or troubleshooting implementation issues. • Partner-Centric Mindset: Passion for delivering an exceptional partner experience through clear communication, empathy, and proactive problem-solving that helps them achieve their goals. • Process Builder Experience and Mentality: Experience building systems from the ground up—developing, documenting, and refining workflows to establish sustainable, scalable solutions and building onboarding playbooks, knowledge bases, or training materials for scaled implementations. • Adaptability and Experimentation: Ability to embrace ambiguity, pilot new processes, and iterate quickly, consistently raising the standard for what onboarding can achieve. • Process Optimization: Proven ability to identify inefficiencies, implement repeatable solutions, and scale processes across teams to drive measurable impact. • Project Management Expertise: Ability to manage onboarding projects with structured processes, clear timelines, and measurable milestones while maintaining a sense of urgency to deliver results faster. • Ownership & Accountability: Demonstrated ability to take full ownership of outcomes, set a high bar for performance, and deliver on commitments with precision and excellence. • Bias for Action: A fast-paced, results-driven approach that prioritizes action over perfection, with a relentless focus on accelerating time-to-value for partners. • High Expectations & High Standards: A commitment to excellence in every detail, from partner communications to onboarding timelines, and a mindset of continuous improvement. • Big Ambition: An eagerness to push boundaries, reach for more, and build a first-of-its-kind onboarding function that sets new benchmarks for success. • Fewer People, Bigger Impact: Ability to drive results independently and collaboratively within a lean, high-performing team.
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