Customer Activation Specialist

Jobgether SRL; United States; Remote; USD 50,000 - 60,000; Full time

Benefits offered by this job

Remote work from Canada

Temporary contract through December 7

Meaningful impact: 100% donation pass‑

Job summary

Jobgether SRL is seeking a remote-friendly onboarding specialist to help nonprofit organizations set up accounts, integrate Stripe for payments, and launch fundraising campaigns. You will demonstrate the product, guide new users, and address questions with clear, accessible explanations.

The role emphasizes proactive activation, diligent record-keeping, and collaboration with Product, Marketing, and Customer Success teams to optimize the donor journey.

Qualifications

• Experience in customer-facing, sales, onboarding, fundraising, or operations roles is an asset.
• Strong written and verbal communication with the ability to deliver clear product demonstrations.
• Excellent organizational skills with attention to detail and reliable follow-through.
• Sound judgment to assess organizations and apply eligibility criteria consistently.
• Comfort learning new software and workflows quickly.
• Proactive, resourceful, and solutions-oriented mindset with ability to escalate when needed.
• Motivation to hit measurable goals and improve activation rates.
• Strong customer service instincts and ability to explain technical processes simply.

Responsibilities

• Review new accounts and inquiries to verify nonprofit eligibility.
• Maintain accurate records in the CRM and fundraising platform.
• Proactively engage organizations to re-engage sign-ups and progress fundraising.
• Guide customers through account setup, Stripe integration, donation forms, and campaigns.
• Deliver product demonstrations, onboarding sessions, and practical guidance.
• Respond to questions about accounts, payments, and product features; escalate complex issues as needed.
• Monitor activation progress and chase improvements to conversion rates.
• Track performance against service targets and maintain pipeline visibility.
• Identify recurring questions and onboarding challenges to improve resources and self-service.

Skills

Clear communication

Organizational skills

Customer-facing experience

Problem solving

Independent work

Tools

Zoho CRM

Stripe

Job description

Accountabilities

• Review new accounts and inbound inquiries to verify that organizations meet established nonprofit and charitable eligibility requirements.
• Maintain accurate and up-to-date customer records, verification details, follow-up activities, and task information within the fundraising platform and CRM.
• Proactively engage qualified organizations by phone, email, and video calls to re-engage inactive sign-ups, address concerns, and encourage progression toward successful fundraising.
• Guide customers through account setup, payment processing integration with Stripe, donation form creation, and campaign launch.
• Deliver product demonstrations, onboarding sessions, and practical guidance tailored to customers with varying levels of technical confidence.
• Respond to inbound customer questions about accounts, payments, and product functionality, resolving routine issues independently and escalating complex technical matters when necessary.
• Monitor customer progress, identify activation bottlenecks, and follow up consistently to improve conversion from registration to active fundraising.
• Track performance against agreed service, response-time, and activation targets while maintaining visibility into the customer pipeline.
• Identify recurring customer questions and onboarding challenges, recommending improvements to follow-up processes, educational resources, and the self-service experience.
• Share customer insights and fundraising-related feedback with Product, Marketing, and Customer Success teams to improve the customer journey and help more eligible organizations launch successfully.

Requirements

• Experience in a customer-facing, sales, customer support, onboarding, fundraising, or operations role is an asset.
• Strong written and verbal communication skills, with the confidence to assist customers by phone, email, and video and deliver clear product demonstrations.
• Excellent organizational skills, attention to detail, and reliable follow-through, with the ability to manage competing priorities and maintain accurate records.
• Sound judgment and the ability to assess organizations, understand customer needs, and apply eligibility criteria consistently.
• Comfort working with technology and the ability to learn new software platforms, digital tools, and workflows quickly.
• A proactive, resourceful, and solutions-oriented mindset, including the ability to research unfamiliar problems, work independently, and recognize when an issue requires escalation.
• Motivation to work toward measurable goals, take ownership of customer outcomes, and persistently follow up to help organizations overcome obstacles.
• Strong customer service instincts and the ability to explain technical processes in a simple, accessible way.
• Nice to have: Experience with nonprofits, charities, fundraising, SaaS platforms, payment technologies such as Stripe, or CRM systems such as Zoho CRM.

Benefits

• Compensation: Target annual compensation of $50,000–$60,000.
• Remote flexibility: Full-time remote work from Canada.
• Contract duration: Temporary contract expected to run through December 2027, with potential for extension depending on performance and business needs.
• Meaningful impact: Help nonprofit and charitable organizations raise funds online without platform fees, allowing them to retain 100% of every donation.
• Hands-on experience: Build practical skills across customer activation, onboarding, customer support, fundraising technology, and payment platforms.
• Professional development: Develop your problem-solving, customer relationship management, and operational improvement skills while working with digital tools and cross-functional teams.
• Ownership and visibility: Take responsibility for the early customer journey and contribute directly to improving activation rates and the overall customer experience.