GiveBridge · 11 hours ago

Customer Success Manager

United States

Full-time

Remote

Mid Level

$70K/yr - $80K/yr

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Funding PlatformHedge Funds

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Responsibilities

Serve as the main point of contact for a portfolio of non-profit clients, focusing on building strong relationships to ensure loyalty and renewals

Facilitates and manages all aspects of partners’ campaigns, ranging from day-to-day activities such as coordinating/facilitating weekly calls, to longer-term strategy such as recommendations and best practices to ensure successful campaigns

Work closely with field services to gain a full understanding of face-to-face fundraising and the issues/challenges that may impact the campaign, and work with field services to provide solutions, and communicate such to clients

Track and monitor campaign KPIs, and collaborate with field services to meet all KPIs

Serve as the project manager for new client onboarding, ensuring all deadlines are met and all pieces of the campaign are ready for launch

Analyze retention data and provide program analytics and executive summaries to clients

Provide value-add to clients with case studies and recommendations based on cross campaign analyzation

Work with VP Client Services and the Director of Client Services on strategic initiatives, and company, departmental, and personal objectives

Professionally represent GiveBridge and our clients at in-person events and launches, building a strong network within the industry

Manage technical aspects of a campaign, including data delivery, application updates, and trouble shooting technology issues in the field

Working with field services, resolve complaints in a timely manner and escalate to leadership as appropriate

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account ManagementClient ManagementFace-to-Face FundraisingProgram ManagementMicrosoft OfficeSalesforce

Required

Several years’ experience in account management

Strong track record of client management

Problem solving skills

Initiative

Desire to learn the ins and outs of face-to-face fundraising

Self-starter who is inquisitive, proactive, solution and detail oriented

Excellent organizational skills and attention to detail

Ability to self-manage and work both independently and within a team environment in a fast-paced, results oriented environment

Strong program management skills to ensure deadlines

Strong communication skills both verbal, written, and face-to-face

Strong work ethic and treats all requests with a sense of urgency

Effective time management skills with the ability to complete multiple responsibilities with competing priorities and deadlines; adaptability and flexibility are a must

Demonstrates consistent critical and strategic thinking skills, seeking out solutions to problems through research and ingenuity with the ability to think outside the box

Analytical skills

Microsoft Office proficiency is a must