Partner Success Strategist

About the Role

FreeWill is seeking a Partner Success Strategist to play an integral role in accelerating our work supporting nonprofits (large and small) across the country. This is a full-time, remote position.

FreeWill has set compensation and a non-negotiation policy for fairness reasons (we don't think that an individual's pay should be determined by how comfortable they are negotiating). As a result, we like to be transparent and up front about the compensation. When we make an offer, we provide multiple options so that employees can choose between compensation packages that prioritize salary or stock options. The salary range for this role is $65,000-$72,000 and will come with stock options and full benefits. This role is also eligible for variable compensation, paid out quarterly and based on goal achievement.

Responsibilities

Partner Excellence & Results

• 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

Portfolio Management

• 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

Cross-Functional Collaboration & Growth

• 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

Required Skills and Experience

As a venture-backed startup, things move very quickly at FreeWill. As such, we expect the responsibilities for this role to frequently shift, and aim to hire an individual who is comfortable moving quickly in a fast-paced environment. Additional requirements:

• 3+ years of professional experience in nonprofit fundraising, nonprofit communications/marketing, 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

Preferred Skills and Experience

• Experience working on a SaaS customer success or sales team

Hiring Process

The hiring process for this role is as follows:

• Hiring Manager Video Interview (30 minutes)
• Presentation (30 minutes live; approximately 45 minutes to prepare on your own time)
• Final Video Interview (30 minutes)
• Offer (contingent on positive references)

Please note that steps in the hiring process can and may change and the Recruiter will be your point of contact in sharing any updates in terms of the process. If you are selected to move forward in this process, the Recruiter will share more details about the hiring process and interviewers. However, this is a good estimate of what you can expect. For most roles, our hiring processes take an average of 4-6 weeks.

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.

We are a remote-first company that’s able to hire in 47 states and D.C. Unfortunately, we are unable to hire in Colorado, Alabama, or Louisiana at this time. We also can’t sponsor working visas, so all applicants will need to have work authorization in the US.

Don’t check off every box in the requirements listed above? Please apply anyway! Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every single qualification. FreeWill is dedicated to building an inclusive, diverse, equitable, and accessible workplace that fosters a sense of belonging – so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings!

AI Policy

We are excited to engage with candidates who can demonstrate their experience and skills through their own words and work, not through AI-generated content. We want to understand your genuine interest in the company and your unique perspectives, not simply AI-driven responses. We ask that you refrain from use of AI-generated content during the hiring process which includes phone screens, video interviews, tech screens, or other assessment stages except as otherwise indicated to you by the Recruiter.

For example: Using ChatGPT to generate scripted answers to application questions or during phone screens and video interviews is strongly discouraged and will result in not moving forward in the hiring process. However, the use of an AI design tool to enhance the design of a presentation deck is permitted.

The Recruiter will be able to provide additional guidance during the hiring process if needed. If hired at FreeWill, we do encourage the use of AI in your role to build upon or enhance your skill set.

Benefits

In addition to the immense personal and professional satisfaction you’ll gain from helping to raise $1T for high impact nonprofits in a kind and joyful work environment, full time employees at FreeWill are eligible for the following benefits:

• Work from home
• Flexible Paid Time Off policy. We trust staff to manage their own schedules and take the time off you need to be your best, as long as your work is on track. We recommend staff take a 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, subsidized rates for spousal, parent-child, and family coverage)
• Short-term and long-term disability insurance
• Life and AD&D insurance
• Free One Medical membership
• Paid parental leave for all parents

Perks

• Regular (virtual) team events
• $250 monthly co-working budget which can be used for local co-working spaces and your home wifi bill
• $300 annual budget to outfit your home office or cover utility bills
• $1,000 referral bonuses for growing our FreeWill community
• $1,000 annual professional development budget