Location: Anywhere within the US, 100% remote
Who we are Overflow is the premiere donation platform for nonprofits, churches and corporations. Our mission is to make generosity frictionless by enabling users to easily accept stock, crypto, and cash donations on our secure platform.
About the team To enhance this important mission, Overflow is building world class Customer and Product operations capabilities. The Customer and Product Operations (C&P) team’s goal is to provide scalable customer-centric support, both internally and externally, while mitigating financial, operational, and reputational risk that will further enable the business to drive growth.
What you’ll do As a Product Ops Specialist, Product Operations, you will help implement our strategy to scale the Customer and Product Operations team, improve operational workflows, and maintain a best in class customer-centric support program. Your success in the role will result in more generous donations toward amazing causes and tremendous benefits for donors looking to give smarter and make a greater impact.
Be the voice of the customer and provide internal feedback on how Overflow can better serve our customers
Develop and build strong relationships with key customer stakeholders and executive sponsors: steering committees, regular visits, reports, events
Develop content and best-practices to proactively provide value to clients
Identify new opportunities with sales and renewal team: up-sell, cross-sell, additional consulting and training
Provide concierge level support to donors throughout their donation journey
Process incoming stock donations and ensure they are received by the nonprofit
Communicate effectively with brokerage representatives to ensure streamlined transfers
Partner with Overflow’s Product & Engineering team to inform product updates, issues, and requests
You have 3+ years in Financial Services, Consulting or High Growth Technology Companies
Degree in Business, Economics or Engineering
You have a process-oriented mindset and ability to influence and lead people at all levels in order to get things done
You have an inclination to solve problems systematically and are data-oriented, specifically balancing risk vs. speed
You have the ability to manage and deliver on multiple projects with a high degree of detail
You are ready to move and learn fast!
Knowledge in payments and/or brokerage services
Account management, sales, or related experience
Familiarity with SQL