Director of Customer Onboarding

Reposted 24 Days Ago
Hiring Remotely in United States
Remote
Mid level
Financial Services
The Role
The Director of Customer Onboarding will manage customer implementations and integrations, lead the onboarding team, and ensure customer satisfaction.
Summary Generated by Built In

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

    Top Skills

    Advancement Database Systems
    Api Solutions
    Blackbaud
    Ellucian
    Raiser'S Edge
    Salesforce
    Am I A Good Fit?
    beta
    Get Personalized Job Insights.
    Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

    The Company
    HQ: Boston, Massachusetts
    14 Employees

    What We Do

    Givzey's standalone Gift Agreement Platform empowers fundraisers to formalize and book gift commitments in seconds.

    Similar Jobs

    Dropbox Logo Dropbox

    Senior Engineering Manager

    Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
    Remote
    United States
    241K-326K Annually

    Dropbox Logo Dropbox

    Senior Engineering Manager

    Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
    Remote
    United States
    241K-326K Annually

    Dandy Logo Dandy

    Senior Manager, Dental Product Marketing, Implants

    Computer Vision • Healthtech • Information Technology • Logistics • Machine Learning • Software • Manufacturing
    Remote
    USA
    180K-218K

    Motive Logo Motive

    Manager, Sales Data Quality

    Artificial Intelligence • Fintech • Hardware • Information Technology • Sales • Software • Transportation
    Easy Apply
    Remote
    United States
    100K-119K Annually

    Similar Companies Hiring

    Yooz Thumbnail
    Software • Machine Learning • Fintech • Financial Services • Cloud • Automation • Artificial Intelligence
    Aimargues, FR
    470 Employees
    Amplify Platform Thumbnail
    Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
    Scottsdale, AZ
    62 Employees
    Rain Thumbnail
    Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
    New York, NY
    40 Employees

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account