Generosity Growth Consultant

2+ years of experience in a client-facing, strategic consulting role (sales or success), ideally within the SaaS or technology industry
Excellent analytical and problem-solving skills, with the ability to quickly identify and address issues
Strong project management and organizational skills, with the ability to manage multiple clients and priorities
Outstanding communication and interpersonal skills, with the ability to build trust and credibility with clients
Familiarity with sales processes, customer success strategies, and revenue operations
Ability to translate complex technical concepts into easy-to-understand recommendations for clients
Bachelor’s degree in Business, Marketing, Technology, or a related field, or an equivalent combination of education and experience

Facilitate Seamless Transitions: Work with Account Executives to ensure a smooth handover from the sales process thru completion of the underwriting process
Understand Client Needs: Collaborate with Account Executives and our New Clients to align on their goals, challenges, and current processes
Onboarding Plan Execution: Implement and support the Generosity Onboarding Plan to help our New Clients start generating revenue quickly.
Proactive Issue Resolution: Identify and resolve any potential issues or obstacles that could delay client onboarding and revenue generation
Strategic Guidance: Act as a trusted advisor, offering strategic advice and recommendations to help clients get the most out of their Giving investment
Cross-Functional Collaboration: Work closely with Sales, Customer Success, and our Product Teams to ensure a cohesive client experience.
Monitor and Report: Track client progress and performance, report on key metrics, and suggest areas for improvement
Continuous Improvement: Document best practices and lessons learned to enhance the onboarding process continually