FundMiner Is Hiring!
Customer Success Representative
Location: Remote, must be based in United States
Salary Range: $70k-80k base salary; On-Target-Earnings of $75k-87k, with uncapped commission potential (+ benefits)
Role Type: Full-time
Eligibility Requirements: Authorization to work in the United States, background check
Reports to: Customer Success Lead
How To Apply
Please apply via this form as soon as possible: Customer Success Representative
Applications will be reviewed and considered on a rolling basis until the position is filled.
Who We Are
We are on a mission to digitally transform fund management and reporting for fundraising organizations helping them more effectively measure, maximize, and communicate their impact.
FundMiner is a B2B SaaS startup in the fundraising/advancement software space — provides personalized fund management insights and automates complex and traditionally manual processes for fundraising organizations like universities, foundations, and nonprofits.
You can learn more about our company and values on our website.
Position Summary
FundMiner is seeking an experienced Customer Success Representative (CSR) to lead customers through the full cycle process including onboarding, implementation, and platform adoption.
In this role, the CSR will serve as the primary product manager and trusted advisor for new clients, guiding them post-signature to confident daily platform usage. They will translate complex requirements into clear execution plans, coordinate across Sales and Product & Engineering, as well as ensure each implementation is delivered on time, within scope, and with excellence.
The ideal candidate combines strategic insights with hands-on execution. They must thrive on building relationships, understanding customer goals, and driving measurable results. They don’t just believe in getting clients to use the platform but empowering them to achieve impact that lasts far beyond go-live.
Essential Functions & Responsibilities
- Implementation & Project Leadership: Lead FundMiner clients through the full implementation lifecycle from kickoff to launch.
- Serve as clients’ primary product manager, ensuring that timelines, milestones, and deliverables are met.
- Translate client goals into actionable implementation plans aligned with FundMiner’s best practices.
- Coordinate across Sales, Product & Engineering, and Marketing teams to ensure seamless handoff and ongoing customer communication.
- Represent FundMiner professionally and enthusiastically in client meetings and serve as a trusted advisor throughout implementation and beyond.
- Client Enablement & Product Training: Empower clients to adopt and leverage the FundMiner platform.
- Deliver engaging, informative, and individualized platform training for vertical and client-specific use cases.
- Develop and refine onboarding processes and collateral including resources, checklists, and recordings, to support scalability.
- Curate clear documentation and guidance on setup, configuration, and ongoing use.
- Capture and communicate client feedback to Product & Engineering for platform improvement.
- Post-Implementation Success & Retention: Ensure clients achieve measurable success within the platform following implementation.
- Conduct regular health checks to assess client adoption, satisfaction, and ROI.
- Monitor client utilization to proactively track gaps, risks, and engagement opportunities.
- Identify upsell and cross-sell opportunities, partnering with Account Executives as needed.
- Process Development & Improvement: Strengthen FundMiner’s implementation playbook and customer lifecycle processes.
- Standardize project plans, timelines, and documentation templates to improve consistency.
- Define and track implementation success metrics (ie. time-to-launch, adoption, client satisfaction)
- Document lessons learned and contribute to internal knowledge bases across various project management and information documentation platforms.
- Customer Experience & Issue Resolution: Own the client experience.
- Anticipate challenges and proactively intervene to prevent escalations.
- Collaborate with Product & Engineering to troubleshoot and resolve technical issues.
- Maintain a white glove service approach to reduce reactive support needs.
- Cross Functional Collaboration: Bridge departments to provide a unified client experience.
- Partner with the Sales team to provide a seamless pre-to-post sale transition and accurate expectation setting.
- Provide client insight for Product to influence the platform roadmap and feature prioritization.
- Proactively communicate client engagement opportunities with Marketing for conferences, webinars, and workshops.
- Market & Professional Development: Stay current with trends in SaaS, fundraising, and advancement.
- Participate in relevant conferences, webinars, and workshops to expand expertise.
- Share learnings with peers to improve team experience.
Skills & Experience
This is an ideal but non-exhaustive list of qualifications we are looking for in a successful candidate. If you meet some but not all of these, we encourage you to apply anyway! We look at each applicant’s candidacy in its totality to assess suitability for this role, including enthusiasm and inclination to learn and grow.
- Bachelor’s degree.
- Proficiency in Hubspot, Linear, Asana, and Microsoft Office Suite.
- 3-5 years (or more!) of experience in Customer Success or Implementation roles ideally within a SaaS or technology company.
- Proven ability to lead client implementations and/or onboarding projects in a SaaS, CRM, or data-driven environment.
- Exceptional client communication and relationship building skills; experience engaging with senior-level stakeholders across advancement, fundraising, or operations.
- Understanding of data migration, system integrations, and configurations within SaaS products preferred.
Qualities & Values
The ideal candidate for this role will be someone who…
- Has strong project management skills with the ability to balance multiple concurrent launches, timelines, and stakeholder groups.
- Views every interaction through the client’s perspective; anticipating needs, removing friction, and creating experiences that earn trust and enthusiasm.
- Takes accountability for outcomes, consistently following through, closing loops, and taking pride in delivering on-time and with excellence.
- Thrives in ambiguity and seeks opportunities to create clarity, process, and order.
- Communicates proactively, clearly, and respectfully whether guiding clients through complex setups or updating internal stakeholders.
- Works with humility and enthusiasm, understanding that successful client experiences depend on cross-team partnership.
- Thrives in a dynamic, startup environment with the ability to pivot quickly, remain calm under pressure, and maintain momentum as priorities shift.
- Communicates honestly, sets realistic expectations, and upholds the trust of FundMiner and its clients.
- Cares about tangible impact and is energized by turning plans into performance.
- Believes in FundMiner’s mission, vision, and values and commits to practicing them each day.
How Success is Measured
Key performance indicators (KPIs) for this role include:
Quantitative:
- Implementation Timeliness: Average number of days from kickoff to go-live, tracked against target implementation timelines by client tier.
- Launch Accuracy: % of implementations completed on schedule and within defined scope, with no post-launch rework required.
- Adoption Metrics: % of clients achieving agreed-upon usage milestones (e.g., logins, active users, key feature utilization) within 90 days of launch.
- Client Satisfaction (CSAT/NPS): Maintain high ratings on post-implementation surveys.
- Renewal Readiness: % of assigned accounts entering renewal with positive engagement indicators.
- Issue Resolution Efficiency: % of escalations resolved without repeat follow-ups.
- Data & Documentation Quality: HubSpot and Asana records maintained at 100% completion and accuracy.
- Upsell & Expansion Influence: Number of expansion opportunities identified or supported through proactive client engagement.
Qualitative:
- Client Feedback: Positive testimonials and qualitative comments that highlight professionalism, clarity, and partnership.
- Cross-Functional Collaboration: Consistent, constructive engagement with Sales, Product, and Marketing teams; colleagues describe you as consistent, communicative, and solutions-oriented.
- Implementation Experience Quality: Client stakeholders describe onboarding as smooth, organized, and supportive.
- Proactive Problem-Solving: Evidence of anticipating issues before they escalate and identifying process improvements without prompting.
- Cultural Alignment: Demonstration of FundMiner values in daily work internally and externally.
- Professional Growth: Ongoing learning, adaptability to change, and contribution to knowledge-sharing or process enhancement within the team.
Work Environment & Accommodations
This is a remote position allowing for work anywhere within the United States.
While we don’t maintain a central office, FundMiner maintains core operational hours of 8 AM – 5 PM MT but may require flexibility for customer and team meetings as needed. The company will work with you to ensure you have a suitable set-up and equipment needed to work remotely.
FundMiner is committed to providing reasonable accommodation for qualified individuals with disabilities and special requirements. If you require adjustments with your workplace setup, we will partner with you to ensure equitable access and support.
Travel
Occasional travel may be required for this role, anywhere between 5-25% of the time.
Salary & Compensation
We believe in transparency and equitable compensation. The base salary for this role is $70k-80k. On-Target-Earnings (OTE) of $75k-87k OTE, with uncapped commission potential (+ benefits).
Benefits
To augment salary and provide a comprehensive compensation package, FundMiner offers generous benefits, including:
- Remote-first approach
- Flexible and generous PTO, including an annual “winter break” from December 24 – January 1
- 100% company-paid medical, dental, vision, and life insurance
- 401(k) plan with 3% company match
- Stock options
- Paid parental leave
Our Team
Our diverse (female + Latino) founder duo is uniquely qualified to lead, with our CPTO having experience building and scaling AI-powered products from 0 to millions for leading tech companies like Microsoft and Meta and our CEO’s extensive domain knowledge and deep-rooted industry connections. FundMiner is VC-backed and is a 2023 Techstars Company.
Commitment to Diversity, Equity, and Inclusion
FundMiner is committed to embodying the values of diversity, equity, and inclusion. More than being an Equal Opportunity Employer — where all qualified applicants will receive consideration for employment without regard to race, religion, national origin or ancestry, sex, gender identity or expression, physical or mental ability, medical condition, genetic condition, pregnancy or childbirth, marital status, veteran status, or related characteristics, we actively encourage these candidates to apply.
As a young and quickly-growing company, we are committed to building a culture and work environment where employees and clients alike feel welcomed, respected, valued, and empowered to thrive. Everyone at FundMiner brings their own unique perspectives, experiences, and ideas with them - and we believe that a more diverse team creates a more innovative product, provides better service to our customers, and helps us all grow as individuals.
Join an Awesome Team
Application: Customer Success Representative Be sure to include your resume and a note telling us why you are interested.
