Customer Onboarding Specialist

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February 26

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Givzey

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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.

2 - 10 employees

💸 Finance

🤝 Non-profit

☁️ SaaS

📋 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.