Version2. ai Customer Onboarding Specialist

About Givzey / Version2.ai

Join the Future of Fundraising at Givzey!

Givzey is one of the fastest-growing and most innovative technology companies serving the nonprofit sector, on a mission to unlock more generosity through AI-powered donor engagement. At the center of that innovation is Version2.ai, the world’s first Autonomous AI fundraisers—Virtual Engagement Officers (VEOs)—designed to independently manage donor engagement and generate revenue. Unlike traditional AI tools that simply make staff more efficient, VEOs expand fundraising capacity by acting as AI workers that operate donor portfolios, build relationships, and secure gifts on their own. In just three years, Givzey’s platform has already helped organizations raise $10M+ through autonomous engagement, including individual gifts as large as $100,000. Alongside this breakthrough technology, Givzey’s Gift Agreement Platform modernizes the multi-year giving process, enabling nonprofits to secure, manage, and forecast commitments with unprecedented ease.

About the role

Givzey’s Version2.ai is seeking a Customer Onboarding Specialist to project manage the onboarding process and data integrations for new Version2.ai autonomous fundraising customers. This individual must bring expertise and a background in working with Advancement Database Systems, such as Raiser's Edge, Blackbaud, Salesforce, and Ellucian. They will be confident in a customer-facing role working directly with top-level organization leadership and have excellent written and verbal communication skills. They will be an expert in project management and passionate about driving time to value for customers.

Responsibilities

• Lead new Version2.ai customers in preparation for the launch of their autonomous fundraiser
• Prepare and closely manage project deliverables using Trello collaboratively with customers
• Lead and provide expert consultative services in the data integration between customer CRM and Version2, including SFTP transfers and data exports from various fundraising CRMs
• Proactively engage clients to complete onboarding and achieve time-to-value according to onboarding timelines.
• Provide best-in-class customer-centric support throughout the onboarding process.
• Work collaboratively and cohesively with internal Sales, Engineering, and Customer Success teams.
• Effectively communicate technical explanations and capabilities between the client and Engineering.
• Drive education and adoption by creating a world-class onboarding experience that turns our clients' database and operations teams into our biggest promoters.
• Play an active role in contributing to growth and scalability through robust documentation and consistent process optimization.