Customer Activation Specialist
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Customer Activation Specialist (Temporary Contract)
Full-Time Temporary Contract | Remote
About Societ
Societ is a leading software company dedicated to empowering nonprofit organizations. Our solutions support case management, donor management, fundraising, and financial processing, helping nonprofits focus on what matters most: their mission.
As we grow Glass Register, our free online donation platform, we're looking for a resourceful, customer-facing professional to help nonprofit organizations move successfully from sign-up to active fundraising.
The Opportunity
We are looking for an organized, resourceful, high-energy self-starter who takes pride in helping nonprofits move from “We signed up” to “We’re successfully fundraising.” As a Customer Activation Specialist, you will own the early customer journey for qualified organizations, from eligibility review through setup and early fundraising. You'll be expected to notice when organizations stall, take initiative to re-engage them, and work toward clear activation and service goals.
Most organizations will begin their fundraising journey through Glass Register’s self-serve sign-up process. When needed, you will respond to inbound requests and provide one-to-one walkthroughs to help organizations decide whether Glass Register is a fit, complete setup, and go live.
What You’ll Do
- Review new Glass Register accounts and inbound inquiries, using established processes to verify that organizations are legitimate nonprofit or charitable organizations eligible to use Glass Register.
- Maintain complete and accurate customer, verification, task, and follow-up records in Glass Register and the CRM.
- Proactively contact qualified organizations by phone, Zoom, and email when they stall after sign-up. Use sound judgment, persistence, and creative problem-solving to help them move forward and improve the conversion of qualified inbound organizations into active fundraisers.
- Help organizations complete setup and start fundraising, including Stripe connection, donation forms and campaigns. Provide practical support by email, phone or Zoom, including demos and onboarding sessions when helpful.
- Respond to inbound questions from prospective and existing customers, resolving routine
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