Account Manager, FreeWill
$115-128k
OTE
$86-96k
BASE
+ Equity
More information about location
Tech to make charitable donations easier for donors
Be an early applicant
Tech to make charitable donations easier for donors
201-500 employees
Be an early applicant
$115-128k
OTE
$86-96k
BASE
+ Equity
More information about location
201-500 employees
Company mission
To make estate planning warm, intuitive, and totally free.
Role
Who you are
- Experience working on a SaaS customer success team, managing clients, and handling negotiations and/or experience in the nonprofit fundraising space is strongly preferred
- 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
- Smarts, tenacity, and kindness
What the job involves
- FreeWill is seeking an Account Manager to join the Partner Success team to play an integral role in accelerating our work supporting nonprofits (large and small) across the country
- Ensure nonprofit organizations want to continue working with us term over term (typically yearly subscriptions)
- Identify opportunities to expand partnerships to include other FreeWill fundraising tools and add value to partnerships
- Create warm, dynamic relationships with our partners and ensure they feel cared for
- Identify challenges internally and externally and proactively address problems
- Ensure tactics and processes are scalable as our team and partnerships grow
- Understand and communicate partner needs to the team internally
- Lead renewal and upsell meetings and other communications with partners while prioritizing partner goals
- Build strong relationships internally with Partner Success Strategists to understand partner journey up to point of renewal
- Creatively make and pitch renewal plans based on individual partner needs while utilizing best practices
- Work across multiple teams to provide insight on partner needs
- Communicate with partners about new FreeWill developments and proactively offer value
- Use existing processes while iterating to develop and follow detailed project management system to ensure all renewals are proceeding on schedule
- Stay on top of latest customer success techniques and trends
- Act with FreeWill’s values of focus, joy, kindness, and courage
Application process
- Recruiter Phone Screen (30 minutes)
- Hiring Manager Interview (30 minutes)
- Take Home Assignment (1 hour, on your own time)
- Presentation (15 minutes) and Q&A (15 minutes)
- Final interview with 2 FreeWill team members
- Offer (contingent on positive references)
Our take
Estate planning has long been seen as a complex, intimidating, and costly process, resulting in a significant number of adults in the US, approximately 70%, not having a will. FreeWill, however, aims to change this perception by offering a user-friendly tool that enables anyone to create these crucial documents.
By leveraging FreeWill, individuals can take control of their end-of-life planning and ensure that their assets are distributed according to their wishes. The platform guides users through the necessary steps, helping them name beneficiaries, designate asset distribution, and appoint executors to manage their estates. The company also sets itself apart with its Crypto for Charity platform. By including options on digital currencies, FreeWill makes it easier for Crypto and NFT users to make tax-advantaged donations as well.
FreeWill's no-cost estate planning tools are made possible through the support of nonprofit organizations, allowing individuals to create their wills and leave a gift for a cause they care about. By integrating charitable giving into the estate planning process, FreeWill encourages individuals to consider philanthropy as part of their end-of-life plans. With over $7.8B+ committed to nonprofit organizations to date, the company's dedication to supporting charitable causes and the significant impact individuals can make through their estate planning choices is truly evident.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-12% employee growth in 12 months
Company
Funding (1 round)
Mar 2022
$30m
SERIES B
Total funding: $30m
Company benefits
- Medical, dental, and vision coverage
- Unlimited PTO
- Flexible work hours
- Paid parental leave
- (Virtual) Team events
- Professional development
- Monthly co-working reimbursement
Company HQ
Hell's Kitchen, New York, NY
Leadership
Jennifer Xia Spradling
(Co-Founder & Co-CEO)Graduated from Stanford University with a Masters in Business Administration. Previously worked as an Advisor at Paribus, a Private Equity Associate at Bain Capital and as a Business Analyst at McKinsey & Company.
Patrick Schmitt
(Co-Founder & Co-CEO)Graduated from Stanford University with a Masters in Business Administration. Previously the VP of Marketing at Farmingo and the Head of Innovation at Change.org.
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