Partner Success Strategist, FreeWill
$65-72k
+ Stock options; Eligible for variable compensation, paid out quarterly and based on team goal achievement
More information about location
Tech to make charitable donations easier for donors
Open for applications
Tech to make charitable donations easier for donors
201-500 employees
Open for applications
$65-72k
+ Stock options; Eligible for variable compensation, paid out quarterly and based on team goal achievement
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 and/or in the nonprofit fundraising space is a plus
- 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 a Partner Success Strategist to play an integral role in accelerating our work supporting nonprofits (large and small) across the country
- Produce outstanding fundraising results for nonprofits
- 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
- Maintain relationships year over year through renewals and upsells to provide more value to partners
- Onboard and launch new partners to set the tone for an interactive and successful partnership
- Lead regular meetings and other communications with partners to ensure that goals are understood, met and exceeded
- Work across multiple teams to create and follow systems to track partner campaigns and progress with FreeWill; identify patterns and provide insight on best tactics
- Provide marketing support to partners based on established best practices and adjust approach as new developments occur. Work closely with content/marketing team to portray partner needs and collaborate for the best product
- Report key metrics and updates to partners on a daily and monthly basis
- Communicate with partners about new FreeWill developments and proactively offer value
- Stay on top of latest nonprofit fundraising and customer success techniques and trends
- Act with FreeWill’s values of focus, joy, kindness, and courage
- 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:
Application process
- Recruiter Phone Screen (30 minutes)
- 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
- 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
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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