Customer Operations Specialist

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Since 2010, EverTrue has been empowering fundraising teams with intuitive web and mobile software. Today, 350+ nonprofit institutions rely on EverTrue to identify, prioritize, and manage their prospects with goal of increasing engagement and raising more money.

With EverTrue, fundraisers spend less time and effort getting the answers they need. We surface insights from your database as well as from our powerful integrations with Google Maps, LinkedIn, Facebook, Zillow, and more. And instead of waiting days for information and reports, fundraisers equipped with EverTrue can find prospects in milliseconds, whether for portfolio-building, moves management, trips, campaigns, or events—all in one intuitive platform. EverTrue is headquartered in Boston, MA and is a Bain Capital Ventures-backed company.

We hire smart, diligent, vibrant, and fun people who share a passion for pursuing our mission to build relationships in pursuit of a better world.

THE ROLE

Customer experience is central to everything we do at EverTrue. In fact, we’re obsessed with providing each and every customer the very best service and support. Our Specialists are both technical and relational, helping grow and support the ever expanding EverTrue customer base. As a part of the Customer Operations team, they work closely with customers to answer and resolve any technical issues, assist those expanding their product suite with EverTrue to ensure a successful launch, and create top-notch technical and training documentation on all things EverTrue.

RESPONSIBILITIES

  • Own customer issues from initial report to troubleshooting and diagnoses, all the way to final resolution.
  • Use your understanding of the EverTrue platform to analyze technical support trends and provide actionable feedback to the product and engineering teams.
  • Actively contribute to our online knowledge database to provide customers with up-to-date information and solutions.
  • Create and distribute materials and tools for customers to grow their partnership with EverTrue and our platforms.
  • Participate in product related projects to increase customer satisfaction and support customer success efforts.
  • Work with existing customers to better their current data models and implementation process for increased success with the platform.
  • Craft solutions to improve the implementation process and customer experience with the Product team.

QUALIFICATIONS

  • Bachelor’s degree and 1+ years of relevant work experience.
  • Savvy and patience to communicate with and train non-technical customers. Respect for non-technical users and the ability to fix customer pains without jargon.
  • Experience with how data is used at different types of organizations, from Excel spreadsheets to million dollar CRMs.
  • Strong technical writing skills.
  • Desire to join and thrive within a fast paced, rapidly evolving team.
  • Willingness to be flexible when needed and think on your feet.
  • Optimistic outlook when presented challenges of various kinds.
  • Ability to juggle multiple work assignments and prioritize customer requests accordingly.
  • Learns and applies new skills quickly to any environment.
  • Must be highly self-motivated and optimistic, with the ability to work independently or as a team.

NICE TO HAVE

  • Experience working with universities or nonprofits
  • SQL or advanced Excel knowledge
  • Command Line Utilities
  • Experience using CRMs like Salesforce

OUR FANTASTIC EMPLOYEE BENEFITS PACKAGE INCLUDES...

  • Competitive Medical, Dental and Vision Plan
  • Unlimited Vacation and TrueAdventure bonus to help enjoy your time out of the office
  • Stake within EverTrue
  • 401k Plan with Matching

 

 

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Location

330 Congress Street 2nd Floor, Boston, MA 02210

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