Givzey
Finance • Non-profit • SaaS
Givzey is a platform that offers intelligent solutions for the fundraising process, including smart gift agreements, dynamic workflows, automated pledge reminders, and intelligent invoicing. The company aims to streamline and scale multi-year giving and one-time gifts, enhancing the donor experience while providing tools for fundraising teams to improve efficiency. Givzey is utilized by educational institutions and other organizations to secure and manage donations effectively.
Customer Onboarding Specialist
Job not on LinkedIn
February 26
Givzey
Finance • Non-profit • SaaS
Givzey is a platform that offers intelligent solutions for the fundraising process, including smart gift agreements, dynamic workflows, automated pledge reminders, and intelligent invoicing. The company aims to streamline and scale multi-year giving and one-time gifts, enhancing the donor experience while providing tools for fundraising teams to improve efficiency. Givzey is utilized by educational institutions and other organizations to secure and manage donations effectively.
📋 Description
• Lead new Version2.ai customers in preparation for the launch of their autonomous fundraiser. • Prepare and manage project deliverables using Trello. • Provide expert consultative services in data integration and client onboarding. • Engage clients to complete onboarding and achieve time-to-value. • Collaborate with internal teams and effectively communicate technical explanations. • Drive education and adoption for a world-class onboarding experience. • Contribute to growth with robust documentation and process optimization.
🎯 Requirements
• Expertise in Advancement Database Systems such as Raiser's Edge, Blackbaud, Salesforce, and Ellucian. • Excellent written and verbal communication skills. • Proven project management skills.
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