Charity Customer Success Lead

1 week ago
Full-time
Senior
Customer and Technical Support
Pickle

Pickle

Pickle provides administrative and operational support tailored for executives and teams, focusing on enhancing productivity and managing growth in modern remote and hybrid work environments.

Professional Services

Description

  • Manage a portfolio of charity partners across the full customer lifecycle from onboarding to renewal.
  • Build trusted relationships with operational contacts and senior stakeholders at partner organisations.
  • Lead structured partner check-ins focused on fundraising plans, campaign planning, and upcoming opportunities.
  • Proactively identify and resolve partner challenges before they escalate.
  • Guide new partners through onboarding, activation, and early fundraising milestones.
  • Help partners adopt additional platform capabilities aligned with their fundraising goals.
  • Maintain a clear view of portfolio health, retention, and renewal risk using a structured health framework.
  • Support renewal forecasting with accurate account insight and portfolio tracking.
  • Produce weekly portfolio reporting with clear insights and actions.
  • Develop repeatable processes for onboarding, engagement, escalation, and feedback loop into product improvements.

Requirements

  • Solid experience in Customer Success, Account Management, or Client Services.
  • Background in SaaS, digital platforms, fintech, or agency environments.
  • Demonstrated experience growing and managing a partner or client portfolio.
  • Strong commercial awareness and ability to identify growth opportunities.
  • Highly proactive working style with strong ownership of accounts.
  • Excellent organisational skills and experience using a CRM system.
  • Experience working in nonprofit, charity, or mission-driven sectors is desirable.
  • Familiarity with digital fundraising platforms, donor-advised funds (DAFs), or campaign-driven fundraising environments is desirable.
  • Experience building or improving customer success processes in scaling companies is desirable.
  • Comfort using data and account health indicators to guide prioritisation.
  • Demonstrable portfolio expansion experience, such as increased adoption, revenue growth, or referrals, is a bonus.
  • Experience managing accounts with seasonal or campaign-driven cycles is a bonus.
  • Experience building or using account health scoring frameworks is a bonus.
  • Examples of turning around at-risk partner relationships are a bonus.

Benefits

  • Remote-first role based in the UK.
  • Occasional in-person meetups required.
  • Competitive benefits.

Interested in this position?

Apply directly on the company website

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