Customer Activation Specialist
J
JobgetherOnline fundraising
Full-time remote work from Canada.Contract
SalaryTarget annual compensation of $50,000–$60,000.
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Job Details
- Required Skills
- Customer serviceCRMCustomer support
Requirements
- Experience in a customer-facing, sales, customer support, onboarding, fundraising, or operations role is an asset.
- Strong written and verbal communication skills, including the ability to assist customers by phone, email, and video and deliver product demonstrations.
- Strong organizational skills, attention to detail, and reliable follow-through.
- Ability to manage competing priorities and maintain accurate records.
- Sound judgment to assess organizations, understand customer needs, and apply eligibility criteria consistently.
- Comfort with technology and ability to learn software platforms, digital tools, and workflows quickly.
- Proactive, resourceful, solutions-oriented approach, with the ability to research unfamiliar problems and work independently.
- Ability to recognize when an issue requires escalation.
- Motivation to work toward measurable goals, take ownership of customer outcomes, and follow up persistently.
- Strong customer service instincts and ability to explain technical processes simply.
- Experience with nonprofits, charities, fundraising, SaaS platforms, payment technologies such as Stripe, or CRM systems such as Zoho CRM is a plus.
Responsibilities
- Review new accounts and inquiries to verify nonprofit and charitable eligibility.
- Maintain customer records, verification details, follow-up activities, and tasks in the fundraising platform and CRM.
- Contact qualified organizations by phone, email, and video to re-engage inactive sign-ups and support their progress toward fundraising.
- Guide customers through account setup, Stripe payment integration, donation form creation, and campaign launch.
- Deliver product demonstrations, onboarding sessions, and practical customer guidance.
- Respond to questions about accounts, payments, and product functionality, resolving routine issues and escalating complex technical matters.
- Monitor customer progress, identify activation bottlenecks, and follow up to improve conversion from registration to active fundraising.
- Track performance against service, response-time, and activation targets.
- Recommend improvements to follow-up processes, educational resources, and the self-service experience.
- Share customer insights and fundraising feedback with Product, Marketing, and Customer Success teams.
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