Customer Success Manager
New
D
DonorboxFundraising software
Fully remote based in US, Canada, or MexicoFull-TimeManager
SalarySalary: 50-70k USD annually + 3-6% commission
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Job Details
- Experience
- 1–3 years of experience in Customer Success or Account Management (preferably in SaaS or tech).
- Required Skills
- Customer SuccessHubSpotAccount ManagementCRM
Requirements
- Hold a bachelor’s degree or equivalent.
- Have 1–3 years of experience in Customer Success or Account Management, preferably in SaaS or tech.
- Be familiar with CRM and customer success platforms such as HubSpot, Intercom, or Gainsight.
- Interpret customer data to identify trends, risks, and opportunities.
- Guide and educate customers effectively with strong written and verbal communication.
- Manage multiple accounts, outreach efforts, and content projects in an organized manner.
- Work collaboratively with Product, Sales, and Support teams.
- Preferred: Experience with nonprofit or fundraising organizations, customer engagement programs, webinars, customer education content, tutorials, onboarding flows, or product-led growth strategies.
Responsibilities
- Manage relationships with mid-tier customers to support continued success and feature adoption.
- Serve as the first point of human contact for users who have not interacted with a representative.
- Conduct onboarding check-ins, webinars, and product walkthroughs to help users achieve first value.
- Identify upsell and cross-sell opportunities through customer usage analysis and pass qualified leads to Sales.
- Partner with Product and Customer Operations to surface insights, feedback, and improvement opportunities.
- Foster community engagement through online events, user groups, newsletters, and in-app communications.
- Share new features and updates proactively with customers.
- Track and report on activation, engagement, NPS/CSAT, and expansion opportunity metrics.
- Reach out to new mid-tier signups to guide onboarding and activation of the CRM and other Donorbox products.
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