Customer Onboarding AI Specialist
Core
Guide nonprofits through onboarding and adoption of AI-driven fundraising tools (Development Agent and Data Health Agent) to improve data quality and fundraising outcomes.
Role type
Staff-level Customer Onboarding & Adoption Specialist (Consultative)
Builds
AI-powered fundraising workflows and data health solutions for nonprofit organizations
Domain
Nonprofit fundraising / Customer Success / AI Adoption
Deliverable
product features
Required skills
SaaS customer success/onboarding expertise, change management, data quality/governance knowledge, AI tool proficiency, project management, stakeholder alignment
Preferred skills
Experience with Raiser's Edge NXT or Certinia, nonprofit fundraising operations knowledge
Technologies
Microsoft Teams, Outlook, Excel, Word, PowerPoint, Raiser's Edge NXT, Certinia
Responsibilities
Lead customer onboarding for AI agents, advise on data readiness and responsible AI practices, define success metrics and adoption plans, enable organizational change for AI workflows, monitor engagement to mitigate adoption risks, collaborate cross-functionally to enhance customer experience
Seniority
Staff, hands-on IC with strategic advisory scope