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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing renewal pipelines and maintaining accurate records in HubSpot, while effectively communicating with partners and identifying upsell opportunities. Proven ability to achieve high retention rates and manage a high-volume book of business in a customer-facing role.
Highest-signal resume keywords
HubSpot CRM ExperienceAutomated Customer Outreach SequencesAccount ManagementOrganizational SkillsCustomer Success
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Renewal ManagementData AnalysisUpsellingProcess RefinementHigh-Volume Account Management
Soft Skills
Professional CommunicationProactive MindsetRelationship BuildingProblem Solving
Tools & Technologies
SlackGoogle WorkspaceNotionZoomMonday.comClaudeLoom
Industry Keywords
Nonprofit SectorPhilanthropyFaith-Based OrganizationsCustomer EngagementRetention Strategies
About the role
Key responsibilities & impact- Own the renewal pipeline for a full book of church and nonprofit partners in HubSpot
- Maintain accurate renewal records and flag at-risk accounts before escalation
- Respond to inbound partner questions and route out-of-scope requests to Support
- Run overdue invoice sequences and resolve or escalate overdue accounts
- Run automated one-to-many renewal and engagement sequences in HubSpot
- Partner with RevOps to keep automated sequences running cleanly
- Host weekly partner office hours
- Monitor giving signals and proactively address declining activity or engagement
- Share risk patterns with Success leadership
- Identify upsell opportunities and partner with Sales
- Build working relationships with Support and Onboarding and route partner issues with appropriate context
- Report to the Director of Customer Success
- Achieve 90% gross retention rate, 90% on-time renewal closure, and the overdue invoice resolution target
Requirements
What you’ll need- 2–4 years in account management, customer success, renewals, or a similar client-facing role
- Strong organizational skills and ability to manage a high-volume book of business
- Hands-on experience with HubSpot or a comparable CRM
- Experience running automated, one-to-many customer outreach sequences
- Clear, warm, professional written communication
- Proactive, ownership-oriented mindset
- Comfort refining processes, experimenting, and adjusting based on results
- Alignment with Overflow's mission and values and comfort with its flexible work model and occasional in-person gatherings
- Experience in nonprofit, philanthropy, or faith-based sectors is a plus
- Experience in a high-volume, process-driven customer-facing environment is a plus
- Experience in a fast-paced startup environment is a plus
- No visa sponsorship is available; applicants must not require sponsorship to work in the United States
- Required tools familiarity: Slack, Google Workspace, Notion, Zoom, HubSpot, Monday.com, Claude, and Loom
Benefits
Comp & perks- Competitive base salary with equity
- Medical, dental, and vision coverage for employees and dependents
- Generous paid time off and company holidays
- Paid parental leave
- 401(k) retirement plan
- Dedicated mental health and therapy stipend
- Team retreats and intentional in-person gatherings throughout the year
- Occasional in-person collaboration about twice a year
