Director of Customer Onboarding

Givzey is seeking a Director of Customer Onboarding to manage the technical implementation, platform configuration, and integrations for new customers. This individual will bring expertise and a background in working with Advancement Database Systems, such as Raiser's Edge, Blackbaud, Salesforce, and Ellucian. They will quickly become an expert on Givzey's solutions and technical capabilities so that they can clearly explain the value to users and administrators across our nonprofit client base.

About Givzey

Givzey is a rapidly-growing, Boston-based digital fundraising solutions company, built by fundraisers for nonprofit organizations. As fundraising’s first Gift Agreement Platform, Givzey empowers fundraisers to easily and immediately formalize and book pledges of all sizes by scaling multi-year giving strategies to all levels of giving. Solve retention, grow the pipeline, and increase revenue with Givzey: www.givzey.com.

You need

• Experience as an RENXT and/or Salesforce administrator (preferably both)

• Experience in leading implementation of API solutions with Advancement CRMs from a client/database admin side
• To confidently collaborate between a client and internal engineering to design technical solutions for emerging needs
• Ideally have managed a CRM conversion in fundraising

This is an opportunity to grow alongside a fast-paced startup. We're looking for a highly motivated individual who brings the perfect blend of building client-focused relationships, expertise and direct experience in Advancement Services and database systems management, and a project-management drive.

What You Will Work On

• Oversee hiring and management of Customer Onboarding team
• Lead technical implementation, platform setup, integration, and data migration for Givzey's client base of nonprofit fundraising teams.
• Proactively engage clients to complete onboarding and achieve time-to-value according to onboarding timelines.
• Provide best-in-class customer-centric support throughout the onboarding process.
• Work collaboratively and cohesively with internal Sales, Engineering, and Customer Success teams.
• Effectively communicate technical explanations and capabilities between the client and Engineering.
• Drive education and adoption by creating a world-class onboarding experience that turns our clients' database and operations teams into our biggest promoters.
• Play an active role in contributing to growth and scalability through robust documentation and consistent process optimization.
• Gather intelligent product feedback and recommendations from clients to design and inform new features and capabilities

Last updated on Aug 23, 2023