The Customer Onboarding Specialist will manage onboarding and data integrations for new clients, ensuring efficient project delivery and customer satisfaction.
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
Trello
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