Bonterra Tech

• Source and qualify leads from the progressive and social change ecosystem • Conduct consultative discovery to identify solution fit • Deliver platform demonstrations and proposals • Collaborate with marketing to align outreach with campaigns • Maintain accurate records and forecasts in Salesforce

• Own the end-to-end administration of SalesLoft, including user provisioning, settings configuration, and platform governance. • Upload, build, and maintain sales cadences in alignment with go-to-market priorities and Commercial Programs campaign calendars. • Monitor and analyze cadence performance metrics including open rates, reply rates, step completion rates, and conversion outcomes. • Build and maintain dashboards and regular reporting cadences that surface actionable insights to Sales Ops and Commercial Programs leadership. • Manage and maintain integrations between SalesLoft and adjacent sales systems (e.g., CRM, marketing automation, enrichment tools, and data platforms). • Proactively identify inefficiencies in current platform configurations and propose solutions to improve rep productivity and program outcomes.

Role Description The Account Manager, Nonprofit is responsible for driving revenue growth within our existing portfolio of nonprofit customers. As part of the Install Base Fundraising Solutions team, you will build strong relationships with nonprofit clients, understand their fundraising and engagement goals, and position our solutions to help them achieve greater impact. You will manage a book of business, identify opportunities for renewal, expansion, and deeper engagement, and act as a trusted advisor to customers as they grow their fundraising programs. Key Responsibilities - Account Management & Relationship Building - Own a portfolio of nonprofit clients and serve as their primary point of contact for sales-related needs. - Build strong, trust-based relationships with key stakeholders — development directors, fundraising managers, advancement teams, and executive leadership. - Gain deep understanding of each organization's fundraising model, challenges, and opportunities. - Revenue Growth & Retention - Meet or exceed revenue targets by driving renewals, cross-sells, and upsells within the install customer base. - Develop strategic account plans to expand product utilization and increase customer ROI. - Proactively identify at-risk accounts and partner internally to secure renewals. - Leverage usage data and insights to uncover expansion opportunities. - Consultative Selling - Conduct discovery to understand nonprofit clients’ fundraising and supporter engagement needs. - Package and present solutions that help clients improve donor acquisition, retention, and campaign performance. - Collaborate with Customer Success, Support, and Professional Services to ensure smooth implementation and long-term value. - Engagement Strategy Support - Guide nonprofit clients on best practices in fundraising campaigns and supporter engagement using our tools. - Provide consultative recommendations that align with industry trends, platform capabilities, and client goals. - Operational Excellence - Maintain accurate pipeline and forecasting in the CRM. - Analyze account performance and generate actionable insights for ongoing relationship growth. - Contribute feedback to product and marketing teams to enhance the customer experience. Qualifications - 2–4+ years of experience in account management, B2B sales, customer success, or revenue roles. - Experience working with nonprofit organizations or selling into the nonprofit sector. - Proven track record of meeting or exceeding revenue targets. - Strong consultative selling skills with the ability to translate client needs into solutions. - Excellent communication skills—comfortable with presentations, facilitation, and relationship building. - Proficiency with CRM systems and modern sales tech. Requirements - Experience with fundraising platforms, CRM/engagement tools. - Understanding of nonprofit fundraising strategies, donor lifecycle, and campaign best practices. - Ability to analyze customer data and convert insights into actionable account strategies. Key Competencies - Customer empathy & relationship-building - Strategic account planning - Consultative selling & problem solving - Data literacy & forecasting - Cross-functional collaboration - Adaptability in a mission-driven, fast-paced environment Benefits - Comprehensive benefits package that supports your health, well-being, and growth.

Role Description The Bonterra Information Security Risk and Compliance department is looking to hire a Compliance Specialist to our team. If you enjoy problem solving, are enthusiastic working in a team format and want to thrive in the ever-changing risk & compliance field while learning new concepts and principles as part of your continuing education, look no further! - Perform as the primary in the executing our annual Service Organization Controls (SOC) reporting initiatives, which includes several Bonterra products. - Works closely with other members of the Information Security Risk team. - Works closely with control owners across the company and internal and external auditors to ensure requests are completed in a timely manner as part of the overall project management process. - Performs technical risk assessments of third party suppliers' security and privacy controls. - Maintains register of relevant suppliers/vendors, controls, and risks for ongoing vendor risk management activities. - Will be responsible for the playbook for reporting of high risk events that involve compliance, risk and information security. - Assists in maintaining our overall security awareness, role based security trainings and phishing simulation programs across the enterprise. - Assists in conducting user activity audits where required. Qualifications - 3+ years experience performing risk and compliance activities. - Project management experience. - A strong understanding of both SOC and ISO as there will be overlap. - Experience managing multiple priorities independently and in a team environment to achieve goals. - Excellent verbal and written communication skills. - Excellent organizational, planning and time management skills. - Excellent research and analytical skills. - Ability to exercise good judgement and tact in dealing with Bonterra senior management. - Proficient with technology and ability to learn our software systems, including GRC, ticketing and project management software and workflows. - Proven track record of proactively identifying needs and implementing solutions. - Information systems security professional certifications preferred (CRISC, CISA, CISSP, CISM, GSEC, GCFA, GCTI, CCSP, or other relevant Information Security certifications). Benefits - Comprehensive benefits package that supports your health, well-being and growth. - Compensation and benefits for this role apply to full-time employees in the United States and may vary based on local standards, laws and norms. - Pay is determined by location, skills, experience, and education, and is one part of Bonterra’s total rewards package, which may also include bonuses, incentives, equity, and a comprehensive benefits program. Equal Opportunity & Accommodations At Bonterra, we are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We provide equal employment opportunities without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, or any other characteristic protected by law. If you require a reasonable accommodation during the application process, please submit a request.

Role Description Your primary responsibility will be to deliver exceptional customer support through email, chat, and phone channels, ensuring seamless and positive experiences for users of Bonterra's tools. You will collaborate closely with internal teams, swiftly addressing technical issues and escalating concerns when necessary. Your keen attention to detail and knack for problem-solving will be invaluable as you cultivate collaborative relationships within our support team and across departments, all while championing Bonterra Tech's mission. If you are driven by a commitment to customer satisfaction, possess a strong technological aptitude, and find fulfillment in making a positive impact, this is the perfect opportunity for you to thrive! Qualifications - You are passionate about progressive causes and are good with technology. - You have at least two years' experience working with compliance, fundraising, and/or email tools, for political campaigns, unions, or nonprofits. - You have used Bonterra's Fundraising & Engagement tools, EveryAction, Salsa, NGP8, VAN, or VoteBuilder (or their competitors) as part of your day-to-day responsibilities. - You have excellent oral and written communication skills. - You possess strong critical thinking, logical problem-solving ability, and a willingness to learn. - You have a professional phone manner and undying patience. - You demonstrate a proven ability to self-motivate and a strong work ethic. - You’re detail-oriented and great at following up. Requirements - Provide exceptional customer support across email, chat, and phone channels. - Swiftly and accurately address customer inquiries with professionalism. - Exemplary attention to detail to swiftly identify and escalate technical issues to internal support teams. - Ensure timely ticket escalation to appropriate departments. - Cultivate collaborative relationships within the Customer Support team and across departments to effectively meet customer needs. - Demonstrate a passion for Bonterra Tech and possess strong technological aptitude. - Exhibit excellent oral and written communication skills, coupled with robust critical thinking and logical problem-solving abilities. Benefits - Comprehensive benefits package that supports your health, well-being, and growth. - Compensation and benefits may vary based on local standards, laws, and norms. - Pay is determined by location, skills, experience, and education. - Bonterra’s total rewards package may include bonuses, incentives, equity, and a comprehensive benefits program. Company Description Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. - Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers. - Includes over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies.

• Lead, mentor, and develop a team of Advanced Support Consultants • Serve as an escalation point for key clients • Oversee services delivery for clients • Champion integration of Bonterra's impact management solutions • Monitor metrics to measure team success against strategic KPIs

Role Description As a member of the NGP VAN Support team, you will serve on the front line of support for Democratic campaigns, parties, PACs, and progressive organizations. Not only will you be supporting Democrats and progressives with your exceptional customer service skills, but you’ll also be getting new customers up and running with our tools. Our staff aren’t just people who do support; they are expert practitioners who make sure our clients are able to accomplish their goals. Social mission is at the core of what we do, and we're looking for people who love our clients (and their causes) as much as we do. This is an entry-level role, with high expectations for responsiveness, empathy, and consistent knowledge development. Essential Position Duties and Responsibilities - Provide timely responses to inbound support requests with positivity and user empathy - Triage and resolve client issues through collaboration with sales, product, data, and/or engineering teams - Knowledge of primary business line/can support Digital at basic level - Escalates complex or urgent issues according to documented protocols - Takes direction from Leadership to meet team claiming standards - Utilizes internal documentation to deliver accurate support - Maintains detailed records of client interactions and resolutions - Participates in team meetings and skills trainings Qualifications - Demonstrated and passionate interest in Democratic + progressive politics and ideals - Good with technology and willing to work with various organizations - At least 1 year of experience working with compliance, fundraising, and/or email tools for political campaigns, unions, or nonprofits - Experience using NGP8, EveryAction, VAN or VoteBuilder (or their competitors) - Excellent oral and written communication skills - Strong critical thinking, logical problem-solving ability, and a willingness to learn - Professional phone manner and proven ability to self-motivate - Strong collaboration skills, with proven ability to communicate effectively - Detail-oriented and great at following up - Previous experience teaching or training, including mentoring, tutoring, and/or software support - Demonstrated history of being a team player - Experience in customer relations or an equivalent field is valued Requirements - This position is part of a bargaining unit represented by CWA Local 1400, 2336 or 13000 - At this time, we are unable to consider candidates who require current or future sponsorship for employment authorization Benefits - Comprehensive benefits package that supports health, well-being, and growth - Compensation and benefits may vary based on location, skills, experience, and education - Pay is determined by location, skills, experience, and education, and is one part of NGP VAN's total rewards package

• Become an expert in each customers’ business areas, industry verticals, and use of ETO or Apricot software, including any customizations and add-ons. • Respond to customer calls and emails to resolve complex and unique problems in an extremely timely manner. • Provide ad-hoc coaching and training on ETO or Apricot best practices, as well as access to product documentation and formal training. • Diagnose and escalate issues as needed to ensure proper and timely resolution. • Interface with the Account Manager and Client Success Manager to provide a high level of customer service without unnecessary overlap. • Meet regularly with customers via phone to review open cases, ongoing initiatives, and platform needs. • Develop and cultivate strong relationships with contacts at multiple levels of the customer organization. • Document all client interactions and time spent in our tracking system as required. • Support internal team growth through mentorship, collaboration, and knowledge sharing across the ASC team. • Review and document new platform features and present learnings to the team to support cross-team proficiency building.

• Manage a full sales cycle, including qualification, discovery, solution alignment, proposal creation, and contract negotiation, to close new business with nonprofit clients across North America. • Conduct discovery meetings with prospective customers to identify key organizational challenges and tailor OneCause solutions accordingly. • Deliver product demonstrations that align to client-specific fundraising goals and clearly communicate value propositions. • Generate additional qualified opportunities via referrals, professional networking, and self-directed prospecting. • Track and manage sales activities and pipeline using Salesforce and other sales tools to ensure accurate forecasting and pipeline visibility. • Develop and present customized proposals and pricing structures aligned with customer goals and organizational objectives. • Achieve assigned monthly, quarterly, and annual revenue goals through high-impact sales execution and strong follow-up practices. • Regularly report sales metrics, progress, and insights to leadership and adapt strategy based on performance feedback. • Collaborate with cross-functional stakeholders to support onboarding handoffs and ensure smooth transition of new customers. • Continuously adopt and adapt to new technologies and internal sales process updates to enhance productivity. • Stay informed of nonprofit industry trends and fundraising best practices to provide relevant and consultative support. • Participate in team strategy sessions and training to share insights and improve performance across the sales organization.

• Define commercial program strategy – Develop and own the overarching strategy for inbound and outbound commercial programs. • Translate strategic objectives into structured program components including messaging frameworks, sequencing logic, audience segmentation, and engagement plays. • Own the Commercial Programs calendar, coordinating with Marketing on campaign timing, product launches, and seasonal priorities. • Track and assess Sales and BDR team capacity against program demand, flagging gaps or overload risks. • Create Sales and BDR team member cadences that align with engagements and product messaging. • Maintain process documentation for inbound and outbound efforts between Sales, BDR, and Marketing.