Role description
Client Success Manager
ArrevaPosition Overview
Arreva is seeking a proactive, relationship-driven Client Success Manager to join our growing
team. This is a strategic, metrics-driven role responsible for protecting and growing one of
Arreva's most valuable assets our client relationships.
The Client Success Manager serves as a trusted advisor to nonprofit organizations, helping
clients maximize the value of ExceedFurther while identifying opportunities to improve
fundraising performance, donor engagement, operational efficiency, and overall organizational
success.
This is not a traditional customer service position. Success is measured by client retention,
product adoption, executive engagement, client satisfaction, expansion opportunities, referrals,
advocacy, and overall client health.
Every client interaction should leave the client with at least one new idea, best practice, or
recommendation that helps them raise more money, improve efficiency, or better engage
donors.
The Client Success Manager works closely with Sales, Marketing, and Support to make sure
every client achieves measurable success while strengthening long-term relationships with
Arreva.
About Arreva
Arreva is a mission-driven SaaS company dedicated to helping nonprofits increase their impact
through innovative software.
Our flagship platform, ExceedFurther, is the nonprofit industry's only true all-in-one fundraising,
donor relationship management, healthcare hospitality, volunteer, grant management, event
management, auction, peer-to-peer fundraising, and online giving solution built on a single
database.
Thousands of nonprofit organizations rely on Arreva to simplify operations, strengthen donor
relationships, and raise more money.
Key Responsibilities Arreva is an equal opportunity employer.
Strategic Client Relationship Management
• Serve as the primary strategic advisor for assigned client accounts.
• Develop trusted relationships with Executive Directors, CEOs, Development Directors,
Foundation leaders, volunteer managers, and other key stakeholders.
• Conduct proactive client outreach throughout the year not just prior to renewals.
• Understand each client's fundraising goals, operational challenges, and strategic
priorities.
• Develop annual client success plans that align Arreva's solutions with each
organization's objectives.
• Become a trusted advisor clients rely on for fundraising ideas, software and application
recommendations, and nonprofit best practices.
Executive Business Review
• Conduct Weekly and Monthly Business Reviews (QBRs) with executive leadership.
• Review fundraising performance.
• Present new product capabilities and enhancements.
• Share fundraising trends, best practices, and success stories from similar organizations.
• Identify opportunities to improve operational efficiency and fundraising effectiveness.
Client Health & Retention
Maintain a proactive client health strategy by monitoring:
• Product utilization
• Executive engagement
• Client satisfaction
• Renewal readiness
• Adoption trends
• Support history
• Organizational changes
• Risk indicators
Develop action plans for at-risk clients well in advance of renewal and share with leadership
regularly.
Maintain a structured 90-day renewal process while engaging clients throughout the entire year.
Fundraising Consulting
Act as a nonprofit fundraising advisor by helping clients:
• Improve donor acquisition
• Increase donor retention
• Expand recurring giving
• Strengthen stewardship
• Grow peer-to-peer fundraising
• Increase event revenue
• Improve volunteer engagement
• Utilize AI and automation
• Improve reporting and analytics
• Increase fundraising efficiency
Share practical fundraising ideas clients can immediately implement. Arreva is an equal opportunity employer.
Product Adoption & Growth
Develop deep expertise across the entire ExceedFurther platform.
Proactively identify opportunities to increase adoption of:
• Online Giving
• Events
• Peer-to-Peer Fundraising
• Team Fundraising
• Volunteer Management
• Grant Management
• Auction Software
• Healthcare Hospitality
• SMS Texting
• Marketing Automation
• Custom Websites
• Online Consulting with Margerat
• Reporting & Dashboards
Recommend solutions based on client needs not sales quotas.
Conduct product demonstrations, educational sessions, and workflow reviews to help clients
maximize their investment.
Client Advocacy
Develop long-term advocates for Arreva by:
• Generating client referrals
• Securing testimonials
• Coordinating client success stories
• Encouraging Capterra and industry reviews
• Recruiting webinar participants
• Identifying conference speakers
• Promoting client achievements through Arreva marketing initiatives
Cross-Functional Collaboration
Partner closely with:
• Sales
• Marketing
• Customer Support
• Development
Make sure client feedback influences future product direction while delivering a seamless client
experience.
Documentation & Accountability
Maintain complete documentation within Salesforce and HubSpot, including:
• Client health scores
• Executive contacts Arreva is an equal opportunity employer.
• Meeting notes
• Action plans
• Renewal timelines
• Expansion opportunities
• Product adoption
• Follow-up activities in tasks
Maintain accurate forecasting and activity reporting.
Performance Metrics
Success will be measured by:
Client Retention
• 90%+ annual renewal rate
• Reduced client churn
• Renewal forecasting accuracy
Client Engagement
• 100% quarterly outreach to assigned clients
• Weekly, Monthly and Quarterly Business Reviews completed
• Executive relationship development
• Client Health Score improvements
Product Adoption
• Increased utilization of ExceedFurther applications
• Additional modules implemented
• Client education sessions completed
• Adoption growth across assigned accounts
Client Advocacy
• Client referrals generated
• Testimonials secured
• Capterra reviews
• Webinar participation
• Reference accounts developed
Expansion Revenue
Although this is not a traditional sales role, the Client Success Manager is responsible for
identifying and managing opportunities that increase client value, including: Arreva is an equal opportunity employer.
• Additional ExceedFurther modules
• Custom websites
• Auction software
• Professional Services
• Additional training
• Healthcare Hospitality
• Life Event Staffing
CRM Excellence
• Salesforce and HubSpot updated daily
• Accurate documentation
• Forecast accuracy
• Follow-up completion
Qualifications
Required
• 5+ years of experience in Client Success, Account Management, Customer Success,
SaaS, or nonprofit technology.
• Demonstrated success building executive-level client relationships.
• Strong consultative communication and presentation skills.
• Ability to conduct software demonstrations and strategic business reviews.
• Experience managing client portfolios and driving retention.
• Experience with Salesforce, HubSpot, or similar CRM platforms.
• Exceptional organization, follow-through, and time management.
• Results-oriented with strong accountability.
Preferred
• Experience working with nonprofit organizations.
• Knowledge of fundraising, donor management, or nonprofit operations.
• Experience with fundraising software, CRM platforms, or SaaS software.
Benefits
• 100% employer-paid Medical, Dental & Vision Insurance
• 10 Paid Holidays
• Paid Sick Leave
• Paid Vacation
• 401(k) Plan
• Remote work environment Arreva is an equal opportunity employer.
• Outstanding company culture
• Opportunity to work with nonprofit organizations that are changing lives every day.
Arreva’s Philosophy
At Arreva, we believe every client deserves more than software they deserve a trusted partner.
Our goal is for every client to view their Client Success Manager not as an account manager,
but as a strategic fundraising advisor who consistently brings new ideas, innovative solutions,
and practical guidance that help their organization increase its impact and achieve its mission.
Arreva is an Equal Opportunity Employer.