Hybrid Customer Onboarding & Ops Associate - Nonprofit

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

Benefits offered by this job

Hybrid role (Irvine, CA)

Paid time off

Health benefits

401(k) retirement plan

Remote work flexibility

Job summary

Donorlytics is seeking a detail-oriented onboarding specialist to join our Irvine team. You will be the first point of contact for new customers, guiding setup and ensuring they reach their first value milestone on time.

In this hybrid role, you’ll keep our CRM clean, triage replies, handle follow ups, and research potential opportunities. You’ll collaborate with sales to build product knowledge for nonprofits.

Qualifications

• 0 to 2 years 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 Irvine, CA office (hybrid with in-office onboarding period).
• Legally authorized to work in the U.S.

Responsibilities

• 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.

Skills

Communication

CRM tools

Organizational skills

Phone/Video communication

Tools

CRM software

Job description

Donorlytics is seeking a detail-oriented onboarding specialist to join our Irvine team. You will be the first point of contact for new customers, guiding setup and ensuring they reach their first value milestone on time.

In this hybrid role, you’ll keep our CRM clean, triage replies, handle follow ups, and research potential opportunities. You’ll collaborate with sales to build product knowledge for nonprofits.