Customer Operations Associate

Donorlytics Inc.; Irvine (CA); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan

Generous paid time off

Flexible work schedule

Job summary

Donorlytics Inc. is seeking a Customer Onboarding Specialist in Irvine, California. This role involves managing customer onboarding, ensuring a smooth experience, and maintaining CRM records. Ideal candidates are organized, reliable, and possess strong communication skills. Responsibilities include conducting onboarding calls, managing inbound replies, and researching potential clients. The position offers a competitive salary between $45,000 to $50,000 with benefits including paid time off, health coverage, and 401(k).

Qualifications

• 0 to 2 years of experience in customer-facing operations or support roles.
• Strong written and verbal communication skills.
• Comfortable with CRM tools and basic business technology.
• Legally authorized to work in the U.S.

Responsibilities

• Run onboarding calls with new customers to set expectations.
• Manage inbound replies from outbound campaigns.
• Keep every CRM record updated.
• Handle follow ups and check in calls.
• Research organizations for outreach.
• Share feedback from customer conversations.

Skills

Organizational skills

Verbal communication

Written communication

CRM tool proficiency

Education

Recent graduates with relevant internships or work experience

Tools

CRM tools

Job description

Donorlytics is a growing technology company using data and AI to support mission-driven organizations. We build practical tools that help nonprofit teams operate with greater clarity, confidence, and effectiveness. Our environment is calm, supportive, and focused on meaningful work built with modern technology.

• Early stage, funded, and growing
• AI powered tools built for the nonprofit sector
• Strong reputation with early users and advisors

Role Overview

This role owns customer onboarding and supports the day to day operations behind a growing sales team. When a new customer signs on, you are their first point of contact. You run the onboarding process, keep things on track, and make sure every new customer gets to their first value milestone on time. Outside of onboarding, you keep our CRM clean and current, manage inbound reply triage, handle follow ups, and research potential customers when the team identifies an opportunity. This is a customer facing operations role with a strong emphasis on organization, follow through, and professional judgment.

What you’ll do

• Run onboarding calls with new customers to set expectations, guide setup, and keep the process on track
• Manage inbound replies from outbound campaigns by sorting, responding, and routing to the right person
• Keep every CRM record updated with clear notes, a next step, and a due date
• Handle follow ups and check in calls as they come up
• Research organizations the team wants to learn more about and pull together what is needed before outreach
• Sit in on sales and strategy calls to build product knowledge and understanding of the nonprofit space
• Share feedback from customer conversations to improve the onboarding experience

Who You Are

You are organized and reliable. You are comfortable talking to people on the phone, on video, and over email. You take ownership of your work and follow through without reminders. You pick things up quickly and ask good questions when something is unclear. You are the kind of person who enjoys keeping things running smoothly and making the process easier for everyone involved.

This Role Is Not For You If

• You need constant direction and do not work well with autonomy
• You are not comfortable being the first point of contact for a customer

Requirements

• 0 to 2 years of experience in customer facing, operations, or professional support roles
• Recent graduates with relevant internships or work experience are welcome
• Strong written and verbal communication skills
• Comfortable with CRM tools, email, and basic business technology
• Willingness to learn the nonprofit space and product quickly
• Must be able to commute to our Irvine, CA office (hybrid with in-office onboarding period)
• Legally authorized to work in the U.S.

Compensation and Benefits

Base salary: $45,000 to $50,000 plus bonus. Final compensation is based on experience.

Includes a base salary in the $50,000–$65,000 range plus commission.

Benefits include:

• Hybrid role (Irvine, CA)
• Paid time off

Donorlytics is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, disability, veteran status, or any other legally protected status.

What we offer

Compensation

Competitive salary aligned with the level of ownership and impact expected.

Health Coverage

Health, dental, and vision support for you and your family.

401(k)

Retirement plan with company contribution.

Flexible Work

Work remotely with a schedule that supports focus and output.

Time Off

Generous paid time off. Take the time when you need it.

Focused Environment

No unnecessary meetings. We prioritize time to think and build.