Version2. ai Customer Onboarding Specialist
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. Apply tot his job