Conference and Seminar Executive II
RELX
Coordinate virtual conference content, production, stakeholders, and analytics for a global professional information company. Support high-quality webinars from planning through post-event reporting.
Open
Overflow is a fintech company building donation infrastructure for nonprofits. Its platform helps charitable organizations accept stock and cryptocurrency contributions through a streamlined process designed to make giving more accessible and easier to manage. For candidates, Overflow offers the opportunity to work on products at the intersection of financial technology, charitable giving, and nonprofit services.
Enterprise Customer Success Manager - Remote, United States
Own strategic customer success for complex enterprise church partners using Overflow’s B2B philanthropy SaaS platform. Lead executive relationships, renewals, quarterly reviews, retention, and expansion.
Description
- Manage a focused portfolio of complex, high-value enterprise partner organizations as their dedicated Customer Success Manager.
- Serve as a strategic advisor to executives while overseeing account health, retention, and growth.
- Develop relationships with Executive Pastors, CFOs, Finance Committees, Operations, IT, and Communications teams.
- Lead four structured giving reviews annually with executive stakeholders at each enterprise partner.
- Conduct monthly check-ins with every partner.
- Visit partner accounts around launch and at least annually thereafter.
- Identify risks early, manage renewals in HubSpot, and implement tailored churn-prevention plans.
- Create expansion plans and uncover strategic upsell opportunities.
- Develop annual partner strategies and contribute proven practices to Customer Success playbooks.
- Coach and support junior Customer Success Managers.
- Deliver organized customer feedback, product gaps, trends, and innovation opportunities to Success leadership and Product.
- Keep enterprise partners informed about product launches and roadmap updates.
- Meet performance targets of 110% NRR, 90% GRR, and 90% on-time renewal completion.
Requirements
- At least five years of experience in account management, customer success, or strategic sales.
- Track record of managing large, complex organizations with multiple stakeholders.
- Experience building and sustaining executive-level relationships within churches, including in-person engagement.
- Sound independent judgment when handling challenging partner situations with limited direction.
- Strategic, adaptable problem-solving ability that extends beyond standard playbooks.
- Strong pipeline management and renewal forecasting skills using HubSpot or a comparable CRM.
- Commitment to Overflow’s mission and values.
- Ability and willingness to travel to partner accounts.
- Hands-on experience with HubSpot or a comparable CRM.
- Preferred: experience in church operations, stewardship, or large-scale generosity consulting.
- Preferred: experience developing team playbooks or mentoring junior colleagues.
Benefits
- Competitive base compensation with equity participation.
- Comprehensive medical, dental, and vision coverage for employees and dependents.
- Generous paid time off and company holidays.
- Paid parental leave.
- 401(k) retirement plan.
- Dedicated stipend for mental health and therapy support.
- Team retreats and purposeful in-person gatherings throughout the year.
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