WHO WE ARE

Overflow is the philanthropy platform for today-pairing modern technology with an uncomplicated approach to giving. We are a Series A startup founded in Silicon Valley with an audacious mission to inspire the world to give. We are backed by top-tier VC firms (Uncork, Craft & Village Global) and strategic angels & leaders within organizations like Hubspot, Golden State Warriors, Carta, Lyft, Stripe, & Venmo.

We are addressing a $450B philanthropic market ripe for disruption. Overflow is a B2B SaaS company that unlocks net-new donations for nonprofits solving some of the most pressing problems we face as a civilization. We are working to make generosity frictionless across all asset classes and we are starting with stocks. Some of the top nonprofits in the world trust us and we are positioned to lead the market as a top payments provider. Learn more about why we started this company.

FOUNDING PRINCIPLES

Overflow was founded on the Ancient Christian Proverb 11:24 “The world of the generous gets large and larger.” It is teachings similar to this that guides, empowers, and directs our executive leadership team.

JOB DESCRIPTION

Overflow’s SMB Account Manager plays a critical role in empowering small and midsize organizations to succeed on the Overflow platform. In this role, you will use scalable strategies to support and grow a portfolio of customers, helping them maximize their giving impact while driving strong platform adoption.

This role is primarily tech-touch, leveraging digital resources, automated outreach, and one-to-many engagement to deliver exceptional value to customers. You’ll focus on creating scalable solutions to meet customer needs, ensuring smooth renewals, and identifying opportunities for growth. With a keen eye on customer insights, you’ll help inform Overflow’s product roadmap and future offerings.

Your success will be measured by customer satisfaction, retention, and your ability to help partners realize Overflow’s full potential at scale.

REPORTS TO

Head of Partnership Success - Claire Machado

RESPONSIBILITIES

• Develop and execute a scalable engagement strategy to educate and enable SMB customers.

• Deliver the “Overflow standard” of excellence through resources, tech-touch support, and one-to-many interactions.

• Create and share resources to train customers on new and existing Overflow features.

• Use automation tools and email campaigns to encourage ongoing platform adoption.

• Identify upsell and cross-sell opportunities within your portfolio.

• Implement effective renewal strategies to achieve high customer retention and 100% NDR.

• Gather insights from customer interactions to advocate for their needs internally.

• Collaborate with Product, Marketing, and Support teams to improve the customer experience.

• Leverage CRM and reporting tools to track customer engagement, measure impact, and maintain accurate records.

• Identify trends and use data to inform scalable solutions and strategies.

NON NEGOTIABLE QUALIFICATIONS

• Alignment to Overflow’s mission to Inspire The World to Give founded on Christian Proverbs 11:24 “The world of the generous gets larger & larger.”

• Agreement with Overflow Values which inspires Overflow Company Culture

• Willingness to travel & participate in in person gatherings

• Commitment to serving the evangelical Christian church space, alongside wider 501(c)3 non profit space

DESIRED TECHNICAL SKILLS & APTITUDES

• A genuine interest in empowering churches and nonprofits through innovative technology.

• You’re proactive and solutions-oriented, dedicated to helping customers succeed.

• Exceptional written communicator capable of creating engaging content for one-to-many outreach.

• Effective verbal communicator who can support customers via webinars, Zoom, and email.

• Comfortable with automation tools, CRM platforms, and data analytics to drive scalable solutions.

• Skilled in managing a large portfolio of customers, prioritizing tasks, and meeting deadlines.

• Willingness to work a hybrid schedule from either our Birmingham, AL or Mountain View, CA office.

• Experience & Expertise:

  • 2 years in an Account Management, Customer Success, or similar role, ideally in a B2B SaaS company.

  • Experience with nonprofits or churches is a bonus.

TECH STACK

• GENERAL TEAM

  • Slack

  • Google Suite

  • Notion

  • Zoom

  • Canva

  • Pitch

• CUSTOMER SUCCESS TEAM

  • Zendesk

  • Aircall

  • ChurnZero

  • Internal Portals

COMPENSATION PACKAGE

BASE SALARY Payable on a bi-monthly basis & subject to all withholdings & deductions as required by law

EQUITY GRANT Subject to approval by Board of Directors, 4 year vest, 1 year cliff

BENEFITS OFFERING

• These details are for information purposes and are subject to any company policy or plan changes

Medical Health Plan

Dental Care Plan

120 hours paid time off (PTO) earned on an accrual basis

Company-paid holidays

Dependent Care FSA (DCFSA)

Paid parental leave plans

Generosity Fund

Disney Park Experience

401(k) Plan

IRL Gatherings

Mental Health Stipend