Version2.ai Customer Success Manager

Summary

Givzey is a company focused on building strong relationships with their customer base through their Customer Success Managers. The role involves managing customer accounts to ensure successful deployment and adoption of Givzey solutions, driving customer loyalty, and identifying opportunities for upselling and cross-selling.

Responsibilities

• Maintain regular, proactive communication with assigned customers and lead them in value-driven strategies
• Actively document and execute renewal strategies
• Manage resources and use available assets to achieve qualitative and quantitative renewal, usage, and adoption targets
• Keep ahead of industry developments and apply best practices to areas of improvement
• Review statistics and compile accurate reporting
• Keep accurate records and document customer engagements
• Build upon Customer Success procedures, policies, and standards
• Take ownership of customer requests and follow through to resolution
• Oversee and actively participate in the onboarding process in collaboration with the Onboarding Specialist

Skills

• Professional experience in non-profit fundraising
• Proven ability to be exceptionally resourceful
• High level of attention to detail
• Demonstrate responsiveness and follow-through
• Strong passion for Givzey's mission, and working with nonprofit organizations
• Industry experience: Frontline fundraiser, donor relations or prospect management
• Ability to work closely with functional teams internally
• Minimum 1 year prior work experience in customer success is a plus
• Strong professional customer service skills
• Written communication skills
• Presentation skills using Canva
• Ability to present in person and via Zoom
• Independent problem solver
• Self-motivated
• Extremely detail-oriented
• Strong time management skills
• Creativity and strong critical reasoning skills
• Ability to thrive in a fast-paced, dynamic, and evolving work environment
• Willingness to step up to greater responsibility
• Strong desire to contribute to overall goals
• Prior CSM experience is a plus, particularly if with customers in the nonprofit industry

Qualifications

Must Haves

• Professional experience in non-profit fundraising
• Proven ability to be exceptionally resourceful
• High level of attention to detail
• Demonstrate responsiveness and follow-through
• Strong passion for Givzey's mission, and working with nonprofit organizations
• Industry experience: Frontline fundraiser, donor relations or prospect management
• Ability to work closely with functional teams internally
• Minimum 1 year prior work experience in customer success is a plus
• Strong professional customer service skills
• Written communication skills
• Presentation skills using Canva
• Ability to present in person and via Zoom
• Independent problem solver
• Self-motivated
• Extremely detail-oriented
• Strong time management skills
• Creativity and strong critical reasoning skills
• Ability to thrive in a fast-paced, dynamic, and evolving work environment
• Willingness to step up to greater responsibility
• Strong desire to contribute to overall goals

Nice to Haves

• Prior CSM experience is a plus, particularly if with customers in the nonprofit industry