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

    Overflow
    Overflow San Francisco, United States

    2 weeks 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.

    OVERFLOW CULTURE

    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 Overflows 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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