Customer Activation Specialist – Temporary Contract

This is a fully remote position, open to applicants in Canada.

📋 Description

• Assess new Glass Register accounts and incoming inquiries to confirm that organizations are recognized nonprofit or charitable entities permitted to utilize Glass Register.

• Ensure thorough and precise records of customer details, verifications, tasks, and follow-ups in Glass Register and the CRM.

• Actively reach out to qualified organizations via phone, Zoom, and email if they experience delays post-sign-up.

• Assist organizations in completing their setup and initiating fundraising efforts, including the Stripe connection, donation forms, and campaigns.

• Offer practical assistance through email, phone, or Zoom, including demonstrations and onboarding sessions.

• Address inbound inquiries from potential and current customers, resolving standard account, payment, and product queries.

• Elevate complex technical issues as necessary.

• Detect onboarding obstacles and suggest enhancements for follow-up, guidance, resources, and the self-service experience.

• Communicate recurring questions, obstacles, and fundraising-related insights with the Product, Marketing, and Customer Success teams.

⛳️ Requirements

• Experience in customer-facing roles such as sales, support, onboarding, fundraising, or operations is advantageous.

• Exceptional written and verbal communication abilities, including confidence in supporting customers and presenting the product via phone or video.

• Strong organizational skills, attention to detail, follow-through, and the capability to manage competing priorities effectively.

• Sound judgment in evaluating organizations, customer requirements, and eligibility criteria.

• Quick adaptability to new software tools and the ability to clearly explain a product to customers with varying levels of technical expertise.

• A practical, solutions-focused approach to investigating unfamiliar issues, taking initiative, and understanding when to escalate matters.

• Drive to achieve measurable goals, take responsibility for outcomes, and ensure follow-through when organizations require support to advance.

• Experience in nonprofit, charity, or fundraising environments is a plus.

• Familiarity with SaaS, fundraising technology, or payment platforms, particularly Stripe, is a plus.

• Experience with CRM systems, especially Zoho CRM, is a plus.

🏝️ Benefits

• Remote work

• Full-time temporary contract

• Opportunity for contract extension based on performance and company need