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    Partnership Success, Activation Specialist - San Francisco, United States - Overflow

    Overflow
    Overflow San Francisco, United States

    6 days ago

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    Description
    Overflow. The Most Powerful Giving Platform On The Planet.

    Overflow

    is the philanthropy platform for today-pairing modern technology with an uncomplicated approach to giving.

    We are a Series A startup founded in Silicon Valley with an audacious mission to inspire the world to give.

    We are backed by top-tier VC firms ( Uncork

    ,

    Craft

    &

    Village Global

    ) and strategic angels & leaders within organizations like Hubspot, Golden State Warriors, Carta, Lyft, Stripe, & Venmo.
    We are addressing a $450B philanthropic market ripe for disruption.

    Overflow is a B2B SaaS company that unlocks net-new donations for nonprofits solving some of the most pressing problems we face as a civilization.

    We are working to make generosity frictionless across all asset classes and we are starting with stocks.

    Some of the top nonprofits in the world trust us and we are positioned to lead the market as a top payments provider.

    Learn more about

    why we started this company

    .

    FOUNDING PRINCIPLES


    Overflow was founded on the Ancient Christian Proverb 11:24 "The world of the generous gets large and larger." It is teachings similar to this that guides, empowers, and directs our executive leadership team.



    OVERFLOWCULTURE
    Vision is where we are going & Culture is how we get there.

    ALT
    We endearingly call our team Flow Fam. Launched in 2020, we are a remote hybrid team with major hubs in Silicon Valley, California & Birmingham, Alabama.
    Moving forward, our hiring focus will be the

    San Francisco - Bay Area

    as we expand our Headquarters and cultivate an in office work culture. Candidates' willingness to relocate for this role is highly valued.

    JOB DESCRIPTION


    The Activation Specialist is responsible for ensuring Overflow customers fully activate their giving suite, enabling them to receive donations of stock, crypto, cash, and DAF gifts.

    This role will be responsible for creating a smooth handoff post sale, ensuring a successful migration of recurring donors, and developing an excellent customer experience throughout onboarding.

    An individual will be successful in this role if they are passionate about project management, can handle multiple projects with varying timelines at once, and are diligent about the details.

    This individual will have the opportunity to work with all new Overflow customers to kick off their partnership and be the first interaction customers have with Overflow post-sale.

    Host Migration Welcome Calls to orient enterprise customers to the migration process and kick-start a successful migration.
    Diligently follow the Overflow Activation Process to guide customers through every step of the activation journey
    Collaborate with third party vendors to guarantee all assets are activated correctly and in a timely manner for customers.
    Ensure the correct implementation of tech-touch onboarding processes.
    Respond professionally and knowledgeably to onboarding support inquiries through Zendesk.
    Develop migration and onboarding resources to turn repetitive processes into scaleable, tech-touch systems.

    Act as the liaison with the Technical Migration Specialist to ensure the Overflow Migration Tool meets the needs of customers.


    NON NEGOTIABLE QUALIFICATIONS


    Alignment to Overflow's mission to Inspire The World to Give founded on Christian Proverbs 11:24 "The world of the generous gets larger & larger.

    "
    Agreement with Overflow Values which inspires Overflow Company Culture
    Willingness to travel & participate in in person gatherings
    Commitment to serving the evangelical Christian church space, alongside wider 501(c)3 non profit space
    DESIRED TECHNICAL SKILLS & APTITUDES


    You are deeply passionate and curious about the work of churches and nonprofits and how it can be accelerated through innovation and generosity.

    You care about the details and won't stop until a solution is found.

    You engage clients and partners from a place of authenticity and empathy, seeking to creatively problem solve to meet customer needs.

    You're an outstanding

    verbal


    communicator that knows how to think on your feet and work with a team to develop innovative strategies that further the partnership.

    You're an exceptional

    written

    communicator with a talent for making clients feel known and understood, and an ability to craft comprehensive, well-informed communications.
    You are exceedingly organized and are skilled in managing and following up on many tasks at once.
    You are ready to move fast and learn fast
    5+ years in a CSM, activation, or support role.
    B2B experience is a must.
    Experience on the staff of nonprofits or churches a huge bonus

    TECH STACK

    GENERAL TEAM
    Slack
    Google Suite
    Notion
    Zoom
    Pitch

    CUSTOMER SUCCESS TEAM
    Aircall
    Internal Portals

    OFFER LETTER

    PROBATIONARY PERIOD
    The first 90 days of your employment will be under a

    probationary period

    . During this period, both the company and you will determine whether you can perform the requirements of the job you have been assigned to. Near the end of this probation, we will assess your performance in the form of a standard review.

    COMPENSATION PACKAGE

    BASE SALARY
    Payable on a bi-monthly basis & subject to all withholdings & deductions as required by law

    EQUITY GRANT
    Subject to approval by Board of Directors, 4 year vest, 1 year cliff

    BENEFITS OFFERING
    *These details are for information purposes and are subject to any company policy or plan changes
    120 hours paid time off (PTO) earned on an accrual basis

    Generosity Fund
    401(k) Plan
    IRL Gatherings
    Mental Health Stipend

    RECRUITING PROCESS OVERVIEW
    SUBMIT APPLICATION [30 MINUTES]
    Review Focus
    Experience
    Qualification
    Values Alignment
    Submit Overflow Application via Typeform
    All applications will be reviewed & advanced by HR Admin

    Response Time : 2 weeks

    I

    nterview Focus
    Functional Knowledge
    Technical Depth
    Customer-Centric
    Cross-Functional
    Culture Carrier
    Scheduled by HR Admin with 2 Overflow Team Members

    Response Time : 2 weeks

    Interview Focus
    Accountability
    Culture Fit
    Scheduled by team manager

    Response Time : 3 weeks

    Culture Fit
    Compensation Package
    Scheduled by VP of People

    Response Time : 2 weeks


    OVERFLOW

    ANTI SELL


    Instead of influencing you with our best sales pitch, hope our best anti sell will strength your convictions to join Overflow.

    #J-18808-Ljbffr
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