The Customer Onboarding Specialist manages onboarding and data integrations for new customers, ensuring effective project management and customer communication throughout the process.
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.
Top Skills
Blackbaud
Ellucian
Raiser'S Edge
Salesforce
Sftp
Trello
Givzey Boston, Massachusetts, USA Office
207 Massachusetts Ave, Boston, Massachusetts, United States, 02115
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