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Fundraise Up

Online fundraising platform for nonprofits

Customer Success Manager

Account ManagementUpdated on Nov 13
Full-timeRemote in USA

About the Job

Requirements

  • Have 5 or more years of experience in SaaS Customer Success, account management, or a comparable customer-facing role with direct responsibility for expansion or upsell revenue.
  • Have a track record of growing revenue within an existing customer base against a target.
  • Have experience leading discovery and building business cases with senior stakeholders across multiple teams.
  • Be comfortable working alongside Sales on commercial opportunities without owning the full sales cycle.
  • Have disciplined pipeline management and expansion or renewal forecasting, strong Salesforce skills, and the ability to use data to find opportunities and tell a clear story to executives.
  • Have the ability to turn product capabilities into a clear customer value narrative in written and verbal communication.
  • Be able to influence across Customer Success, Sales, Product, and RevOps without authority.
  • Have a bias toward repeatable process and documentation, leaving a playbook behind.
  • Actively use AI in day-to-day work, identify where AI can reshape problems in the function, and grow AI fluency as tools evolve.

Responsibilities

  • Own an expansion target across a portfolio, measured by committed revenue, actualization on the platform, and product and category attach rate.
  • Find and prioritize whitespace in every account, including products, programs, and fundraising volume not yet on Fundraise Up, so discovery time is focused on the highest growth potential.
  • Lead expansion discovery with stakeholders from fundraising and digital teams through executive leadership, and build business cases tied to each customer’s fundraising goals.
  • Qualify every opportunity against a consistent standard, disqualify quickly, and drive qualified opportunities from commitment through revenue processing on the platform.
  • Drive recurring donor migrations to commitment by building the case for what moves, the risks, and how retention is protected; use test migrations, reference customers, and a feasibility step to move large deals through defined stages.
  • Partner with the Customer Success Manager and Account Executive as one account team; hand off commercial opportunities to Sales through the agreed qualification and attribution process, and equip Customer Success Managers to surface growth signals.
  • Own an accurate Salesforce pipeline with activity on every open opportunity, forecast with discipline, and report to Customer Success leadership in weekly pipeline reviews and regular expansion reviews with Sales.
  • Represent Customer Success on product launches tied to expansion, share growth blockers and product gaps with Product and Customer Success leadership, and contribute to playbooks, messaging, and enablement.

Desired Qualifications

  • Have experience standing up an expansion motion inside a post-sale team for the first time.
  • Have experience with platform or data migrations as part of a commercial decision.
  • Be familiar with a customer success platform such as Gainsight, Vitally, Totango, or ChurnZero.
  • Have nonprofit sector or payments experience.

About the Company

Fundraise Up

Online fundraising platform for nonprofits

Fundraise Up provides an online fundraising platform for nonprofits to simplify donations and improve donor experience. It uses donation forms and optimized checkout with analytics and optimization tools, delivered under a subscription model. It applies data-driven strategies and best practices from the for-profit sector to maximize fundraising results for nonprofits. Its goal is to help nonprofits grow donations globally through a technology-driven platform.

Company size
201-500
Company stage
Series B
Total funding
$84.1M
Headquarters
New York City, New York
Founded
2017

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