Senior Account Manager

FreeWill is an award-winning, social-good startup that has partnered with 1,500+ nonprofits who support our mission while raising more than $10B in bequests to charities since we were founded in 2017. We’ve been featured in the New York Times, Forbes, Oprah’s magazine, and our co-CEOs have even been named to Town & Country’s “Top 50 Philanthropists” list.

All of this is because we’ve figured out how to make some powerful (but complicated!) ways to donate much easier and more accessible. Our products make things easier for the donors who want to change the world and for nonprofits doing heroic work around the planet.

In the last 6 years, we’ve grown from 5 people to 175+ (all smart, tenacious, and kind), and continue to grow. We’d love to have you be a part of this adventure. In 2024, we were named a "Most Loved Workplace"; you can also check us out on Glassdoor!

Full-time •  Excellent Benefits • Work from Anywhere in the US (except AL, CO, or LA)

About the role

FreeWill is seeking a Senior Account Manager to join the Partner Success team to play an integral role in accelerating our work supporting nonprofits (large and small) across the country. This is a full-time position, based remotely within the US. 

FreeWill has set compensation and a non-negotiation policy for fairness reasons (we don't think that an individual's pay should be determined by how comfortable they are negotiating). As a result, we like to be transparent and up front about the compensation. The offer for this role will be a base salary of $105,000 with $30,000 variable compensation for a possible OTE of $135,000 and will include equity and benefits. 

If you are interested in the role, please apply via the Careers page on our website. Please do not contact Recruiters/employees by email or phone.

The goals

• Ensure nonprofit organizations renew their partnership with FreeWill (typically annual subscriptions)
• Identify opportunities to expand partnership footprint to include other FreeWill products 
• Create warm, dynamic relationships with our partners in conjunction with Partner Success Strategist team 
• Identify challenges internally and externally and proactively address partner trends
• Understand and communicate partner needs to the team internally

The tactics

• Lead renewal meetings and upsell demonstrations 
• Build strong relationships internally with Partner Success Strategists to integrate into partner journey and experience 
• Develop & present renewal plans based on individual partner needs while utilizing best practices
• Collaborate across multiple teams to provide insight on partner needs
• Communicate with partners about new FreeWill developments and proactively offer value 
• Use existing processes while iterating to develop and follow detailed project management system to ensure all renewals are proceeding on schedule
• Stay on top of latest customer success techniques and trends
• Act with FreeWill’s values of focus, joy, kindness, and courage

Requirements

As a venture-backed startup, things move very quickly at FreeWill. As such, we expect the responsibilities for this role to frequently shift, and aim to hire an individual who is comfortable moving quickly in a fast-paced environment. Additional requirements: 

• 3+ years of experience working in SaaS Sales or Customer Success
• Experience working in renewals, upsells, contract negotiations required 
• Experience in product demonstrations for point solutions required 
• Experience in handling 75K+ ARR accounts is required 
• Nonprofit experience in partnership/membership development a plus
• Nonprofit technology experience a plus
• Superior written and verbal communication skills and fine-tuned attention to detail
• Intellectual curiosity that drives a willingness to learn and take on projects outside area of primary expertise

Hiring Process

The hiring process for this role is as follows:

• Recruiter Phone Screen (30 minutes)
• Hiring Manager Interview (30 minutes)
• Assignment (30 minutes) 
• Presentation (30 minutes) 
• Final interview with 2 FreeWill team members (30 minutes)
• Offer (contingent on positive references)

Please note that steps in the hiring process can and may change and the Recruiter will be your point of contact in sharing any updates in terms of the process. If you are selected to move forward in t