Version2 ai Customer Onboarding Specialist

Givzey; Dallas (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

An exciting opportunity awaits at a rapidly-growing digital fundraising solutions company. As a Customer Onboarding Specialist, you will play a pivotal role in managing the technical implementation and ensuring a seamless onboarding experience for nonprofit clients. This position requires a blend of technical expertise and client-focused relationship building to help clients maximize the value of Givzey's innovative solutions. Join a dynamic team and contribute to transforming the fundraising landscape for nonprofits. If you're passionate about making a difference and thrive in a fast-paced environment, this role is for you.

Qualifications

• Experience with Advancement Database Systems and nonprofit CRMs is essential.
• Strong project management skills and client relationship building are required.

Responsibilities

• Lead technical implementation and data migration for nonprofit clients.
• Provide exceptional support and education during the onboarding process.
• Collaborate with internal teams to enhance client experience and satisfaction.

Skills

Client-focused relationships

Project management

Technical implementation

Database systems management

Nonprofit CRM experience

Education

Bachelor's degree or equivalent experience

Tools

Raiser's Edge

Blackbaud

Salesforce

Ellucian

Job description

Givzey is seeking a Customer Onboarding Specialist to manage the technical implementation, platform configuration, and integrations for new customers. This individual will bring expertise and a background in working with Advancement Database Systems, such as Raiser's Edge, Blackbaud, Salesforce, and Ellucian. They will quickly become an expert on Givzey's solutions and technical capabilities so that they can clearly explain the value to users and administrators across our nonprofit client base.

About Givzey

Givzey is a rapidly-growing, Boston-based digital fundraising solutions company, built by fundraisers for nonprofit organizations. As fundraising's first Gift Agreement Platform, Givzey empowers fundraisers to easily and immediately formalize and book pledges of all sizes by scaling multi-year giving strategies to all levels of giving. Solve retention, grow the pipeline, and increase revenue with Givzey: www.givzey.com.

This is an opportunity to grow alongside a fast-paced startup. We're looking for a highly motivated individual who brings the perfect blend of building client-focused relationships, expertise and direct experience in Advancement Services and database systems management, and a project-management drive. Applicants must be based in the United States. Strong preference for candidates with experience in nonprofit CRMs.

What You Will Work On

• 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.