Onboarding Specialist

About Our Client

Our client is a philanthropy platform designed for today’s needs, combining modern technology with a straightforward approach to giving. This Series A startup, founded in Silicon Valley, has an ambitious mission to inspire global generosity. Supported by top-tier VC firms and strategic leaders from renowned organizations, the company is poised to disrupt a $450B philanthropic market.

As a B2B SaaS provider, the company focuses on facilitating new donations for nonprofits addressing key societal challenges. By making generosity effortless across various asset classes, starting with stocks, the hiring company aims to become a leading payments provider in the nonprofit sector.

About The Role

The Onboarding Specialist is tasked with ensuring clients fully activate their giving suite to receive donations of stock, crypto, cash, and DAF gifts. This role encompasses creating a seamless transition after the sale, facilitating the successful migration of recurring donors, and cultivating an outstanding customer experience throughout the onboarding process. Success in this role requires a passion for project management, the ability to juggle multiple projects with varying timelines, and a keen attention to detail. The individual will engage with all new customers to initiate their partnership and serve as their first point of contact following the sale.

Responsibilities

– Host Migration Welcome calls to guide enterprise clients through the migration process and ensure successful transitions.

– Rigorously follow the activation process to support clients at every stage of their journey.

– Collaborate with third-party vendors to confirm that all assets are activated accurately and promptly for clients.

– Oversee the proper implementation of tech-touch onboarding procedures.

– Address onboarding support inquiries through Zendesk in a professional and knowledgeable manner.

– Develop migration and onboarding resources to transform repetitive processes into scalable, tech-touch systems.

– Act as a liaison with the Technical Migration Specialist to ensure the Migration Tool aligns with clients’ needs.

– Maintain excellent CRM usage.

Non-Negotiable qualifications

– Shared commitment to the mission of inspiring global generosity based on the principle that “the world of the generous gets larger & larger.”

– Agreement with the values that influence the company culture.

– Willingness to travel and engage in in-person gatherings.

– Dedication to serving the evangelical Christian church space, along with the broader 501(c)3 nonprofit sector.

Desired Technical Skills

– A strong passion for and curiosity about the work of churches and nonprofits, and how innovation and generosity can enhance it.

– Detail-oriented with a relentless pursuit of solutions.

– Ability to foster authentic and empathetic interactions with clients and partners, creatively solving their needs.

– Exceptional verbal communication skills, with an aptitude for rapid thinking and teamwork in developing innovative strategies.

– Outstanding written communication abilities, capable of crafting detailed and comprehensive messages that resonate with clients.

– Highly organized, adept at managing and following up on multiple tasks concurrently.

– Ready to learn and adapt quickly!

– A minimum of 5 years’ experience in Customer Success, activation, or support roles required.

– B2B experience is essential.

– Prior experience working with nonprofits or churches is a significant advantage!

Benefits

– Medical Health Plan ?

– Dental Care Plan ?

– 120 hours paid time off (PTO) earned on an accrual basis ??

– Company-paid holidays ? ? ??

– Dependent Care FSA (DCFSA) ??

– Paid parental leave plans ????????

– Generosity Fund ?

– Disney Park Experience ? ?

– 401(k) Plan

– In-person Team Gatherings

– Mental Health Stipend