Director of Customer Onboarding
March 29
Description
• Oversee hiring and management of Customer Onboarding team • Lead technical implementation, platform setup, integration, and data migration for Givzey's client base of nonprofit fundraising teams • Proactively engage clients to complete onboarding and achieve time-to-value according to onboarding timelines • Provide best-in-class customer-centric support throughout the onboarding process • Work collaboratively and cohesively with internal Sales, Engineering, and Customer Success teams • Effectively communicate technical explanations and capabilities between the client and Engineering • Drive education and adoption by creating a world-class onboarding experience that turns our clients' database and operations teams into our biggest promoters • Play an active role in contributing to growth and scalability through robust documentation and consistent process optimization • Gather intelligent product feedback and recommendations from clients to design and inform new features and capabilities
Requirements
• Experience as an RENXT and/or Salesforce administrator (preferably both) • Experience in leading implementation of API solutions with Advancement CRMs from a client/database admin side • Confidence in collaborating between a client and internal engineering to design technical solutions for emerging needs • Ideally have managed a CRM conversion in fundraising
Benefits
• Opportunity to grow alongside a fast-paced startup • Highly motivated work environment • Building client-focused relationships • Project-management drive
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