FreeWill · 6 days ago
Partner Success Strategist
FreeWill is an award-winning, social-good startup that has partnered with over 2,400 nonprofits. They are seeking a Partner Success Strategist to support nonprofits by producing outstanding fundraising results, maintaining strong partner relationships, and collaborating across teams to drive strategy and results.
Non ProfitSocialSocial ImpactSoftware
Responsibilities
Produce outstanding fundraising results for a portfolio of nonprofit partners
Create warm, dynamic relationships with partners and ensure they feel cared for
Proactively identify challenges and address partner problems with sound judgment
Understand and communicate partner needs to internal teams effectively
Execute tactics and processes that support scalability as the team and partnerships grow
Maintain strong partner relationships year over year through successful renewals and upsells
Lead partner onboarding and launch to set the tone for an interactive and successful partnership
Facilitate regular check-in calls, business reviews, and annual kickoffs to drive strategy and results
Leverage data literacy and storytelling to translate product utilization and outcomes into ROI narratives
Meet or exceed quarterly adoption, retention, and expansion metrics
Work across multiple teams to track partner campaigns and progress; identify patterns and provide tactical insights
Provide marketing support to partners based on established best practices and adjust approach as needed
Collaborate with Content team to communicate partner needs and co-create effective materials
Proactively communicate new FreeWill developments to partners and offer relevant value
Stay current on nonprofit fundraising and customer success techniques and trends
Act with FreeWill's values of focus, joy, kindness, and courage
Qualification
Required
3+ years of professional experience in nonprofit fundraising, nonprofit communications/marketing, customer success
Superior written and verbal communication skills and fine-tuned attention to detail
Intellectual curiosity that drives a willingness to learn and take on projects outside area of primary expertise
Comfort moving quickly in a fast-paced environment
Preferred
Experience working on a SaaS customer success or sales team
Benefits
Work from home
Flexible Paid Time Off policy. We trust staff to manage their own schedules and take the time off you need to be your best, as long as your work is on track. We recommend staff take a minimum of three weeks annually
Flexible hours
Competitive salary
Commuter benefits
Company stock options
401k
Medical/Dental/Vision (some single coverage medical plans are 100% employer paid, subsidized rates for spousal, parent-child, and family coverage)
Short-term and long-term disability insurance
Life and AD&D insurance
Free One Medical membership
Paid parental leave for all parents
Regular (virtual) team events
$250 monthly co-working budget which can be used for local co-working spaces and your home wifi bill
$300 annual budget to outfit your home office or cover utility bills
$1,000 referral bonuses for growing our FreeWill community
$1,000 annual professional development budget
Company
FreeWill
FreeWill offers philanthropy and estate planning tools for donors and fundraisers to donate simpler.
Funding
Current Stage
Growth StageTotal Funding
$30MKey Investors
Bain Capital Double Impact FundICONIQ Growth
2022-03-02Series B· $30M
2020-09-04Series A
2019-01-01Series Unknown
Recent News
Technically Media
2025-04-22
The Mercury News
2025-01-21
2024-11-26
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