Happy Money is looking for a Partner Success Strategist to play an integral role in accelerating our work supporting nonprofits across the country. This is a full-time, remote position.
What You'll Do
- Produce outstanding fundraising results for a portfolio of nonprofit partners
- Create warm, dynamic relationships with partners and ensure they feel cared for
- Proactively identify challenges and address partner problems with sound judgment
- Understand and communicate partner needs to internal teams effectively
- Execute tactics and processes that support scalability as the team and partnerships grow
- Maintain strong partner relationships year over year through successful renewals and upsells
- Lead partner onboarding and launch to set the tone for an interactive and successful partnership
- Facilitate regular check-in calls, business reviews, and annual kickoffs to drive strategy and results
- Leverage data literacy and storytelling to translate product utilization and outcomes into ROI narratives
- Meet or exceed quarterly adoption, retention, and expansion metrics
- Work across multiple teams to track partner campaigns and progress; identify patterns and provide tactical insights
- Provide marketing support to partners based on established best practices and adjust approach as needed
- Collaborate with Content team to communicate partner needs and co-create effective materials
- Proactively communicate new FreeWill developments to partners and offer relevant value
- Stay current on nonprofit fundraising and customer success techniques and trends
- Act with FreeWill's values of focus, joy, kindness, and courage
What We're Looking For
- 3+ years of professional experience in nonprofit fundraising, nonprofit communications/marketing, or customer success
- Superior written and verbal communication skills and fine-tuned attention to detail
- Intellectual curiosity that drives a willingness to learn and take on projects outside area of primary expertise
- Comfort moving quickly in a fast-paced environment
Nice to Have
- Experience working on a SaaS customer success or sales team
Benefits & Compensation
- Compensation: $65,000-$72,000 + stock options
- Work from home
- Flexible Paid Time Off policy with recommended minimum of three weeks annually
- Flexible hours
- Competitive salary
- Commuter benefits
- Company stock options
- 401k
- Medical/Dental/Vision (some single coverage medical plans are 100% employer paid)
- Short-term and long-term disability insurance
- Life and AD&D insurance
- Free One Medical membership
- Paid parental leave for all parents
Work Mode
This is a full-time, remote position for candidates located in the USA.
FreeWill is an equal opportunity employer and we value diversity. We are committed to finding talent that is not determined on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law.
