Fundraise Up

• Own internal company events as end-to-end projects, from planning to execution. • Build and maintain project plans, timelines, milestones, owners, and dependencies. • Coordinate with stakeholders across People, Marketing, Leadership, Operations, and other teams. • Ensure every event has clear goals, scope, budget, timeline, owners, and success criteria. • Track risks, blockers, and open questions, and proactively drive them to resolution. • Keep all stakeholders informed about project status, next steps, and changes. • Support planning and execution of internal company events, team meetups, employee engagement initiatives, and company-wide activities. • Partner with the team on swag, entertainment, internal content, competitions, and employee experience projects. • Own annual Company Offsite. • Help maintain a clear annual event calendar and ensure the team has visibility into upcoming priorities. • Provide support for travel-related requests during US working hours. • Cover urgent travel approvals and stakeholder questions outside European working hours. • Ensure travel-related requests connected to events are handled quickly and clearly. • Coordinate with internal stakeholders on swag-related needs for events and employee initiatives. • Support internal communications around events, employee experience projects, and company initiatives. • Ensure communication is clear, timely, and aligned with the project plan. • Work with AI tools and AI agents to improve project management, documentation, tracking, and operational workflows. • Manage AI-assisted workflows while ensuring human oversight, quality, and accountability. • Help the team work faster by improving processes, templates, and systems.

• Own internal company events as end-to-end projects, from planning to execution. • Build and maintain project plans, timelines, milestones, owners, and dependencies. • Coordinate with stakeholders across People, Marketing, Leadership, Operations, and other teams. • Ensure every event has clear goals, scope, budget, timeline, owners, and success criteria. • Track risks, blockers, and open questions, and proactively drive them to resolution. • Keep all stakeholders informed about project status, next steps, and changes. • Support planning and execution of internal company events, team meetups, employee engagement initiatives, and company-wide activities. • Partner with the team on swag, entertainment, internal content, competitions, and employee experience projects. • Own annual Company Offsite. • Help maintain a clear annual event calendar and ensure the team has visibility into upcoming priorities. • Provide support for travel-related requests during US working hours. • Cover urgent travel approvals and stakeholder questions outside European working hours. • Ensure travel-related requests connected to events are handled quickly and clearly. • Coordinate with internal stakeholders on swag-related needs for events and employee initiatives. • Support internal communications around events, employee experience projects, and company initiatives. • Ensure communication is clear, timely, and aligned with the project plan. • Work with AI tools and AI agents to improve project management, documentation, tracking, and operational workflows. • Manage AI-assisted workflows while ensuring human oversight, quality, and accountability. • Help the team work faster by improving processes, templates, and systems.

• Own internal company events as end-to-end projects, from planning to execution. • Build and maintain project plans, timelines, milestones, owners, and dependencies. • Coordinate with stakeholders across People, Marketing, Leadership, Operations, and other teams. • Ensure every event has clear goals, scope, budget, timeline, owners, and success criteria. • Track risks, blockers, and open questions, and proactively drive them to resolution. • Keep all stakeholders informed about project status, next steps, and changes. • Support planning and execution of internal company events, team meetups, employee engagement initiatives, and company-wide activities. • Partner with the team on swag, entertainment, internal content, competitions, and employee experience projects. • Own annual Company Offsite. • Help maintain a clear annual event calendar and ensure the team has visibility into upcoming priorities. • Provide support for travel-related requests during US working hours. • Cover urgent travel approvals and stakeholder questions outside European working hours. • Ensure travel-related requests connected to events are handled quickly and clearly. • Coordinate with internal stakeholders on swag-related needs for events and employee initiatives. • Support internal communications around events, employee experience projects, and company initiatives. • Ensure communication is clear, timely, and aligned with the project plan. • Work with AI tools and AI agents to improve project management, documentation, tracking, and operational workflows. • Manage AI-assisted workflows while ensuring human oversight, quality, and accountability. • Help the team work faster by improving processes, templates, and systems.

Role Description As an SMB Business Development Representative, you are a critical driver of our growth. While our Enterprise team focuses on a handful of massive organizations, you will manage a territory of 2,000+ accounts. This is a high-volume, high-activity role designed for someone who thrives on structure, repetition, and the challenge of finding the right entry point into a busy nonprofit. This isn’t just about making dials or sending emails; it’s about managing a massive funnel. You will be responsible for identifying the right moment to reach out - whether a nonprofit just hired a new director, launched a new program, or is engaging with our content. We are a startup, which means we need people who will experiment with us, find what works, and help us validate the playbook for this segment. Key Responsibilities - Hit Your Numbers: Your target is 15 meetings booked per month, with a focus on quality. At least 9 of those must be qualified by an Account Executive to count toward your core goals. - Own the Meeting Attendance: A booked meeting only matters if the prospect shows up. You are responsible for the pre-meeting follow-up, sending reminders and relevant information to ensure the prospect is prepared and excited to talk to us. You also re-engage and re-set missed meetings/demos. - Execute High-Volume Outreach: You will manage a large territory using a mix of phone, email, and LinkedIn. You’ll need to balance several outreach campaigns at once and ensure 100+ dials among other touch points. - Respond to Intent: You will be the primary point of contact for prospects who are already interacting with us - downloading our guides, visiting our site, or attending our webinars. Speed and relevance are key here - warming these accounts and territory is critical - ensure meaningful activity and ROE. - Personalize Strategically: In a territory of 2,000+ accounts, you can't research every lead for an hour. You will learn to use "scalable personalization"; identifying key triggers like new hires or fundraising goals to make your outreach stand out. Qualifications - A Teammate People Want to Work With: You bring a positive, optimistic attitude even when facing the adversity of high-volume outreach. You keep an open mind and elevate the team’s energy. - Competitive & Goal-Oriented: You want to be the best rep on the leaderboard and set the bar for the rest of the team. - Resilience: You can handle high-volume outreach and the rejection that comes with it. You stay positive and keep moving forward. You outwork obstacles. - Disciplined Execution: You like having a plan and sticking to it. You can manage your own calendar and maintain a high level of activity day in and day out. - Coachability: You want to get better. You’re open to feedback, ready to learn the nonprofit sector, and willing to change your approach based on what the data shows. - Agility: This is a startup environment. We are still figuring out the most effective paths to some of these accounts, and we need you to be part of that discovery process. - Communication Skills: You can clearly explain the value of our platform to a busy nonprofit leader in a way that feels helpful, not pushy. Experience - Sales or outbound prospecting experience is a plus, though not required—we value drive, curiosity, and a strong desire to learn. - AI Fluency: We expect every team member to actively use AI in their day-to-day work, identify where AI can change the shape of problems in their function, and grow their fluency as the tools evolve. You should already be using AI meaningfully in your work and understand where it adds value and how it can improve the way you operate. Benefits - Health, Dental, and Vision insurance covered at 100% for employees, 80% for employee plus dependents, and 70% for employees plus family. - FSA and HSA Spending Account. - 20 days of vacation, 5 sick days, 11 company holidays plus an additional 1 floating holiday. - 401(k) plan with company match. - 100% Company-paid short-term disability, long-term disability, basic life insurance and AD&D. - Paid parental leave (12 weeks for primary caregivers / 6 weeks for secondary caregivers). - Generous home office stipend to support your remote workspace. - Annual professional development stipend to support your growth (e.g., workshops, courses, and seminars). - Charitable giving program and paid volunteer time off with registered non-profits.

• Own marketing's funnel metrics and performance standards - defining consistent definitions for MQLs, pipeline contribution, conversion rates, and channel ROI across the org. • Build and maintain dashboards for channel owners, campaign managers, and marketing leadership across HubSpot, Salesforce, and BI tooling; automate recurring reports to reduce manual overhead and increase visibility. • Establish standardized reporting cadences - weekly, monthly, and quarterly - and ensure metrics roll up consistently across teams. • Proactively surface performance trends, anomalies, and opportunities; develop executive-level reporting that translates marketing performance and ROI into clear narratives leadership can act on. • Build and maintain spend vs. pipeline impact models and monthly insight briefs that support investment decisions and flag what the team should pay attention to next. • Partner with marketing leadership during planning cycles to model forecast scenarios, validate targets against historical data, and serve as the analytical voice in budget discussions with RevOps and Finance. • Build and operationalize a measurement framework for marketing tests and pilots - defining success metrics upfront, tracking outcomes rigorously, and delivering what-if analyses that support strategic channel and investment decisions. • Maintain campaign tracking infrastructure in partnership with RevOps: UTM conventions, CRM campaign setup, naming standards, and attribution logic - and advocate for marketing's measurement needs in cross-functional system discussions. • Maintain a shared glossary of marketing metrics and data definitions; partner with RevOps on data enrichment initiatives to keep contacts, accounts, and opportunities complete. • Train channel owners on self-serve dashboards, build audience segmentation reports, and act as marketing's representative in data governance discussions. • At Fundraise Up, AI is a default tool, not an experimental one. We expect every team member to actively use AI in their day-to-day work, identify where AI can change the shape of problems in their function, and grow their fluency as the tools evolve. You should already be using AI meaningfully in your work and understand where it adds value and how it can improve the way you operate.

• Build and execute a tiered enablement strategy across partner types (agencies, tech/ecosystem, resellers) -- balancing scalable one-to-many programs with high-touch support for priority partners. • Design structured onboarding and certification programs (live and async) that equip partners to position Fundraise Up by use case, run discovery and qualification, co-sell with internal Sales, and support post-sale handoffs. • Own the partner webinar and workshop calendar -- covering network enablement, product updates, co-sell plays, and public-facing events that drive pipeline with partner participation. • Build and maintain a full enablement library: playbooks, talk tracks, battlecards, objection handling, and implementation guides. • Manage enablement distribution through the PRM, portal, and/or LMS, coordinating with Product Marketing to keep partner messaging current and consistent. • Work hands-on with Salesforce, PartnerStack, Crossbeam, and Partner Fleet to support enablement delivery, tool adoption, and co-sell workflows. • Triage and qualify inbound enablement requests before escalation to Partner Managers. • Define and track KPIs tied to business outcomes: time to first referral, partner activation rate, partner-sourced pipeline, win rate lift, and enablement satisfaction. • Run a quarterly operating cadence covering program roadmap, performance review, and iteration planning.

• Own the Billing product area roadmap, outcomes, and prioritization; define quarterly goals and success metrics. • Partner with Engineering to deliver resilient billing systems (accuracy, idempotency, retries, monitoring, incident response, and clear ownership boundaries). • Improve revenue protection and customer experience via dunning, failed payment recovery, refunds, and dispute/chargeback-related flows (as applicable). • Define and maintain billing domain documentation: data model, event flows, edge cases, and operational run-books. • Run discovery with internal teams (GTM & Product Analyst) and customers to uncover pain points and opportunities; turn insights into clear PRDs and delivery plans. • Establish and track core Billing KPIs (e.g., failed payment rate, recovery rate). • Drive antifraud strategy execution: define priorities and success metrics; partner with Eng/Data to ship realtime protections, monitoring/alerting, and fraud-response capabilities, and continuously improve rules based on observed patterns.

• Own the Billing product area roadmap, outcomes, and prioritization; define quarterly goals and success metrics. • Partner with Engineering to deliver resilient billing systems (accuracy, idempotency, retries, monitoring, incident response, and clear ownership boundaries). • Improve revenue protection and customer experience via dunning, failed payment recovery, refunds, and dispute/chargeback-related flows (as applicable). • Define and maintain billing domain documentation: data model, event flows, edge cases, and operational run-books. • Run discovery with internal teams (GTM & Product Analyst) and customers to uncover pain points and opportunities; turn insights into clear PRDs and delivery plans. • Establish and track core Billing KPIs (e.g., failed payment rate, recovery rate). • Drive antifraud strategy execution: define priorities and success metrics; partner with Eng/Data to ship realtime protections, monitoring/alerting, and fraud-response capabilities, and continuously improve rules based on observed patterns.

• Own the Billing product area roadmap, outcomes, and prioritization; define quarterly goals and success metrics. • Partner with Engineering to deliver resilient billing systems (accuracy, idempotency, retries, monitoring, incident response, and clear ownership boundaries). • Improve revenue protection and customer experience via dunning, failed payment recovery, refunds, and dispute/chargeback-related flows (as applicable). • Define and maintain billing domain documentation: data model, event flows, edge cases, and operational run-books. • Run discovery with internal teams (GTM & Product Analyst) and customers to uncover pain points and opportunities; turn insights into clear PRDs and delivery plans. • Establish and track core Billing KPIs (e.g., failed payment rate, recovery rate). • Drive antifraud strategy execution: define priorities and success metrics; partner with Eng/Data to ship realtime protections, monitoring/alerting, and fraud-response capabilities, and continuously improve rules based on observed patterns.

• Own the Billing product area roadmap, outcomes, and prioritization; define quarterly goals and success metrics. • Partner with Engineering to deliver resilient billing systems (accuracy, idempotency, retries, monitoring, incident response, and clear ownership boundaries). • Improve revenue protection and customer experience via dunning, failed payment recovery, refunds, and dispute/chargeback-related flows (as applicable). • Define and maintain billing domain documentation: data model, event flows, edge cases, and operational run-books. • Run discovery with internal teams (GTM & Product Analyst) and customers to uncover pain points and opportunities; turn insights into clear PRDs and delivery plans. • Establish and track core Billing KPIs (e.g., failed payment rate, recovery rate). • Drive antifraud strategy execution: define priorities and success metrics; partner with Eng/Data to ship realtime protections, monitoring/alerting, and fraud-response capabilities, and continuously improve rules based on observed patterns.