Partnership Success, Account Manager

Company: Overflow
Location: San Francisco
Posted on: November 15, 2024

Job Description:

Overflow: The Most Powerful Giving Platform On The PlanetOverflow is the philanthropy platform for today pairing modern technology with an uncomplicated approach to giving. We are a Series A startup founded in Silicon Valley with an audacious mission to inspire the world to give. We are backed by top-tier VC firms (Uncork, Craft & Village Global) and strategic angels & leaders within organizations like Hubspot, Golden State Warriors, Carta, Lyft, Stripe, & Venmo. We are addressing a $450B philanthropic market ripe for disruption. Overflow is a B2B SaaS company that unlocks net-new donations for nonprofits solving some of the most pressing problems we face as a civilization.Job DescriptionOverflow's Customer Success Manager is responsible for effectively nurturing customers throughout their lifecycle to provide education, increase product utilization, and deliver customer value. The more engaged a customer is with the Overflow team, the more likely they are to reach their objectives with Overflow and renew year over year. The Customer Success Manager will ensure that customers receive the right touchpoint at the right time to develop a lasting partnership. The ultimate goal is that customers love the platform so much they share Overflow with their network and grow the Overflow customer base.

• Work with a portfolio of customers to help them meet their business objectives through Zoom calls, trainings, content development, etc.
• Create content and resources to provide education on various aspects of the Overflow product, donor development, church finances, generosity, and more.
• Act as the customer's guide to successfully launch Overflow to their constituents.
• Develop and build strong relationships with key customer stakeholders and executive sponsors.
• Understand customers' needs and priorities to optimize the use of the Overflow platform.
• Identify new opportunities to up-sell, cross-sell, and increase utilization of features.
• Effectively communicate application features and product information for new releases and facilitate their adoption.
• Be the voice of the customer and provide internal feedback on how Overflow can better serve our customers.
• Collaborate closely with various cross-functional teams (Product and Engineering, Marketing, and Go To Market) to drive better results.
• Ensure excellent CRM usage and reporting.Non-Negotiable Qualifications
• Alignment to Overflow's mission to Inspire The World to Give founded on Christian Proverbs 11:24 "The world of the generous gets larger & larger."
• Agreement with Overflow Values which inspires Overflow Company Culture.
• Willingness to travel & participate in in-person gatherings.
• Commitment to serving the evangelical Christian church space, alongside the wider 501c3 non-profit space.Desired Technical Skills & Aptitudes
• 5+ years in a CSM role.
• B2B experience is a must.
• Experience on the staff of nonprofits or churches is a huge bonus!
• You are deeply passionate and curious about the work of churches and nonprofits and how it can be accelerated through innovation and generosity.
• You care about the details and won't stop until a solution is found.
• You engage clients from a place of authenticity and empathy, seeking to do whatever it takes for them to be successful.
• You're an outstanding verbal communicator that knows how to think on your feet and work with a team to develop innovative strategies that further the partnership.
• You're an exceptional written communicator with a talent for making clients feel known and understood, and an ability to craft comprehensive, well-informed communications.
• You are exceedingly organized and are skilled in managing and following up on many tasks at once.
• You are ready to move fast and learn fast!Tech StackGeneral Team: Slack, Google Suite, Notion, Zoom, PitchSuccess Team: Monday.com, Calendly, Update AI, AircallCompensation PackageBase Salary: Payable on a bi-monthly basis & subject to all withholdings & deductions as required by law.Equity Grant: Subject to approval by Board of Directors, 4 year vest, 1 year cliff.Benefits Offering

• 120 hours paid time off (PTO) earned on an accrual basis.
• Generosity Fund.
• 401(k) Plan.
• IRL Gatherings.
• Mental Health Stipend.Recruiting Process Overview
• Submit Application [30 MINUTES]
• Review Focus: Experience, Qualification, Values Alignment
• Response Time: 2 weeks
• Interview Focus: Functional Knowledge, Technical Depth, Customer-Centric, Cross-Functional, Culture Carrier
• Response Time: 2 weeks
• Final Interview Focus: Accountability, Culture Fit
• Response Time: 3 weeks
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Keywords: Overflow, Santa Rosa , Partnership Success, Account Manager, Executive , San Francisco, California