Overview

Customer Onboarding and Success Manager (GivingFuel) Jobs in Sacramento, CA at Webconnex

Title: Customer Onboarding and Success Manager (GivingFuel)

Company: Webconnex

Location: Sacramento, CA

***We do not accept applications for this role via Linkedin. Please see job description and formally apply here: https://www.webconnex.com/careers/givingfuel-customer-onboarding-and-success-manager

About the Role

We’re seeking someone special to join the GivingFuel team at Webconnex. This role offers a unique opportunity to guide organizations through their fundraising journey with a platform built by nonprofit leaders for nonprofit leaders. You’ll be the relationship-centered support that sets us apart in an industry full of impersonal technology solutions.

This is a unique opportunity to be part of a dynamic “startup within an established company” environment, where you’ll have a dedicated focus on our fundraising platform for nonprofits, churches, and social enterprises.  

You’ll manage customer support through email, chat, and calls while guiding new customers through sales onboarding and account management. Working directly with the Director of GivingFuel, you’ll help transform the business by delivering delightful customer experiences.

Responsibilities

Guide customers from initial sales handoff through their entire journey with GivingFuel

Manage daily customer support via Intercom chat, email, and scheduled zoom/phone calls

Lead product demonstrations and onboarding sessions for new customers

Test and troubleshoot reported issues, identifying the root cause and documenting findings clearly for the product team

Create and maintain help documentation, tutorial videos, and other support resources

Qualifications

Understanding and knowledge of the charitable/nonprofit world and ability to speak the language of people and organizations from this sector

Background in customer success or account management.

Strong analytical skills to identify and document technical issues effectively

Exceptional ability to explain complex concepts in simple, clear terms

Detail-oriented mindset with strong problem-solving capabilities

Comfort learning new software tools and a track record of juggling multiple priorities and meeting deadlines

Fundraising & nonprofit experience is a plus but not required.

Experience with Slack, Zoom, Excel, and Google Suite products

Expectations

Communicate with a friendly, empathetic, and patient approach

Take ownership of customer issues from first contact to resolution

Maintain up-to-date, thorough product knowledge

Be proactive in identifying and suggesting process improvements

Contribute positively to team culture with a can-do attitude

Salary & Benefits

$40,000 – $70,000 annually. Opportunity for growth and bonuses.

401k with company match and equity pool opportunities

Blue Shield health care package, vision plan, and health savings account (HSA)

Dependent Care Flexible Spending Account (DCFSA)

Benevolence Fund for larger medical expenses

$1,200 annual mental health benefit

Connection Credits for team experiences

Participation in 3 company trips (including tropical summer experience with company & families)

10 vacation days (15 vacation days after 2 years), 5 sick days, 1 floating holiday, and 2 personal days

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