Offer summary

Qualifications:

Experience working with Advancement Database Systems like Raiser's Edge, Blackbaud, Salesforce, or Ellucian., Strong project management skills with the ability to handle multiple deliverables., Excellent written and verbal communication skills for client interactions., Background in customer success or onboarding roles in a technical environment..

Key responsibilities:

Manage the onboarding process for new customers, ensuring timely project completion.

Collaborate with customers using tools like Trello to track deliverables.

Provide expert guidance on data integration between CRM systems and Version2.ai.

Support clients throughout onboarding to maximize value and adoption.

Job description

Version2.ai Onboarding Specialist

Overview

Givzey’s Version2.ai is seeking a Customer Onboarding Specialist to project manage the onboarding process and data integrations for new Version2.ai autonomous fundraising customers. This individual must bring expertise and a background in working with Advancement Database Systems, such as Raiser's Edge, Blackbaud, Salesforce, and Ellucian. They will be confident in a customer-facing role working directly with top-level organization leadership and have excellent written and verbal communication skills. They will be an expert in project management and passionate about driving time to value for customers.

Responsibilities:

Lead new Version2.ai customers in preparation for the launch of their autonomous fundraiser
Prepare and closely manage project deliverables using Trello collaboratively with customers
Lead and provide expert consultative services in the data integration between customer CRM and Version2, including SFTP transfers and data exports from various fundraising CRMs
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.

Required profile