Harness serves as the missing link between how we spend and what we believe in.
Our financial technology platform connects consumers with nonprofits, financial institutions, and brands, helping consumers’ everyday spending to be a true representation of who they are—an ongoing vote for the world they want to live in.
Want to be part of our mission?
About the Role We’re looking for a mission-driven Account Manager (AM) to support and grow our relationships with nonprofit clients. As an AM, you’ll educate top nonprofit partners on the full value of our platform, help solve problems that unlock adoption, and ensure their long-term success.
You’ll serve as the trusted guide and internal advocate for each organization you support. In this role, you’ll develop onboarding, training, support, and upsell strategies that empower your clients to use Harness to advance their mission. This role is ideal for someone who is energized by helping others, passionate about the nonprofit space, and thrives in fast-paced, collaborative environments.
What You’ll Do
Lead onboarding and kickoff calls for top nonprofit customers, providing in-depth platform training
Conduct regular check-ins and strategy sessions via Google Meet to drive product adoption and client success
Identify customer goals, pain points, and opportunities to guide platform usage and deepen client impact
Collaborate cross-functionally with internal teams to represent customer feedback, surface insights, and improve experience
Maintain and update customer success metrics and documentation (calls, requests, interactions, and feedback)
Provide day-to-day support via chat and email to a portfolio of nonprofit accounts
Share relevant content (articles, guides) and identify upsell opportunities where our products can expand value
Report on customer performance metrics and success trends to help shape our customer journey
Prepare custom visuals and materials to support client communication
Advocate for customers internally and contribute to reference and case study efforts
You’ll Do Well in This Role If You Are:
Nonprofit-savvy: You bring experience from development, fundraising, or advancement—professionally or as a volunteer
Marketing-fluent: You understand basic marketing strategy, CTAs, and communication channels
Positive and proactive: You approach work with energy, optimism, and ownership
Customer-first: You love helping others succeed and serve as a champion for their needs
Clear communicator: You break down complex ideas into accessible value for mission-driven audiences
Problem solver: You bring creativity and calm to client challenges
Team-oriented: You collaborate easily across departments and care about team success
Adaptable and organized: You thrive in change and manage multiple clients with strong time management
Growth-minded: You actively seek feedback and learning opportunities to improve how you serve customers
Qualifications Required:
2–3+ years in customer success, account management, or customer support
2+ years in a communications, marketing, or customer-facing role
Strong written and verbal communication skills
Basic analytics and reporting capabilities
Ability to manage and prioritize multiple relationships and requests
Highly organized, with a process-driven mindset
Team player and self-starter with a positive attitude
Preferred:
Experience with nonprofits or fundraising technology
Familiarity with CRM and customer success tools
Understanding of onboarding workflows and lifecycle marketing
Compensation $55,000 - $65,000 USD This position requires candidates to be located and legally authorized to work in the United States. Starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The current salary range for this position is $55,000–$65,000 USD per year plus medical, dental, vision, paid parental leave, and 401(k).
#J-18808-Ljbffr
Our financial technology platform connects consumers with nonprofits, financial institutions, and brands, helping consumers’ everyday spending to be a true representation of who they are—an ongoing vote for the world they want to live in.
Want to be part of our mission?
About the Role We’re looking for a mission-driven Account Manager (AM) to support and grow our relationships with nonprofit clients. As an AM, you’ll educate top nonprofit partners on the full value of our platform, help solve problems that unlock adoption, and ensure their long-term success.
You’ll serve as the trusted guide and internal advocate for each organization you support. In this role, you’ll develop onboarding, training, support, and upsell strategies that empower your clients to use Harness to advance their mission. This role is ideal for someone who is energized by helping others, passionate about the nonprofit space, and thrives in fast-paced, collaborative environments.
What You’ll Do
Lead onboarding and kickoff calls for top nonprofit customers, providing in-depth platform training
Conduct regular check-ins and strategy sessions via Google Meet to drive product adoption and client success
Identify customer goals, pain points, and opportunities to guide platform usage and deepen client impact
Collaborate cross-functionally with internal teams to represent customer feedback, surface insights, and improve experience
Maintain and update customer success metrics and documentation (calls, requests, interactions, and feedback)
Provide day-to-day support via chat and email to a portfolio of nonprofit accounts
Share relevant content (articles, guides) and identify upsell opportunities where our products can expand value
Report on customer performance metrics and success trends to help shape our customer journey
Prepare custom visuals and materials to support client communication
Advocate for customers internally and contribute to reference and case study efforts
You’ll Do Well in This Role If You Are:
Nonprofit-savvy: You bring experience from development, fundraising, or advancement—professionally or as a volunteer
Marketing-fluent: You understand basic marketing strategy, CTAs, and communication channels
Positive and proactive: You approach work with energy, optimism, and ownership
Customer-first: You love helping others succeed and serve as a champion for their needs
Clear communicator: You break down complex ideas into accessible value for mission-driven audiences
Problem solver: You bring creativity and calm to client challenges
Team-oriented: You collaborate easily across departments and care about team success
Adaptable and organized: You thrive in change and manage multiple clients with strong time management
Growth-minded: You actively seek feedback and learning opportunities to improve how you serve customers
Qualifications Required:
2–3+ years in customer success, account management, or customer support
2+ years in a communications, marketing, or customer-facing role
Strong written and verbal communication skills
Basic analytics and reporting capabilities
Ability to manage and prioritize multiple relationships and requests
Highly organized, with a process-driven mindset
Team player and self-starter with a positive attitude
Preferred:
Experience with nonprofits or fundraising technology
Familiarity with CRM and customer success tools
Understanding of onboarding workflows and lifecycle marketing
Compensation $55,000 - $65,000 USD This position requires candidates to be located and legally authorized to work in the United States. Starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The current salary range for this position is $55,000–$65,000 USD per year plus medical, dental, vision, paid parental leave, and 401(k).
#J-18808-Ljbffr