Account Specialist

WHO WE ARE

Overflow is the philanthropy platform for today-pairing modern technology with an uncomplicated approach to giving. We are a Series A startup founded in Silicon Valley with an audacious mission to inspire the world to give. We are backed by top-tier VC firms ( Uncork , Craft & Village Global ) and strategic angels & leaders within organizations like Hubspot, Golden State Warriors, Carta, Lyft, Stripe, & Venmo.

We are addressing a $450B philanthropic market ripe for disruption. Overflow is a B2B SaaS company that unlocks net-new donations for nonprofits solving some of the most pressing problems we face as a civilization. We are working to make generosity frictionless across all asset classes and we are starting with stocks. Some of the top nonprofits in the world trust us and we are positioned to lead the market as a top payments provider. Learn more about why we started this company .

FOUNDING PRINCIPLES

Overflow was founded on the Ancient Christian _ Proverb 11:24 “The world of the generous gets large and larger.” _ It is teachings similar to this that guides, empowers, and directs our executive leadership team.

JOB DESCRIPTION

As an Account Specialist at Overflow, you will play a vital role in establishing new partnerships with churches and nonprofits, empowering them to harness the full potential of our services. Overflow specializes in offering the most ways to give- providing competitive-rate cash processing and facilitating seamless non-cash donations of stock, cryptocurrency, DAFs, and more, with a commitment to increasing the impact of philanthropy. Your contributions in this role will not only result in more generous donations for charitable causes but also offer incredible benefits to donors seeking to make a meaningful difference through a beautifully designed giving experience.

We are looking for a dedicated Account Specialist who has a strong background in sales (preferably B2B SaaS), exceptional communication skills, and a passion for our mission. Join us in driving real change and helping the churches and nonprofits better steward their donors.

REPORTS TO

Chief of Staff, GTM - Jonathan Koo

RESPONSIBILITIES

• Develop and execute a scalable engagement strategy to educate and enable SMB customers.

• Deliver the “Overflow standard” of excellence through resources, tech-touch support, and one-to-many interactions.

• Create and share resources to train customers on new and existing Overflow features.

• Use automation tools and email campaigns to encourage ongoing platform adoption.

• Identify upsell and cross-sell opportunities within your portfolio.

• Implement effective renewal strategies to achieve high customer retention and 100%+ NDR.

• Gather insights from customer interactions to advocate for their needs internally.

• Collaborate with Product, Marketing, and Support teams to improve the customer experience.

• Leverage CRM and reporting tools to track customer engagement, measure impact, and maintain accurate records.

• Identify trends and use data to inform scalable solutions and strategies.

NON NEGOTIABLE QUALIFICATIONS

• Alignment to Overflow’s mission to Inspire The World to Give founded on Christian Proverbs 11:24 “The world of the generous gets larger & larger.”

• Agreement with Overflow Values which inspires Overflow Company Culture

• Willingness to travel & participate in in person gatherings

• Commitment to serving the evangelical Christian church space, alongside wider 501(c)3 non profit space

DESIRED TECHNICAL SKILLS & APTITUDES

• A genuine interest in empowering churches and nonprofits through innovative technology.

• You’re proactive and solutions-oriented, dedicated to helping customers succeed.

• Exceptional written communicator capable of creating engaging content for one-to-many outreach.

• Effective verbal communicator who can support customers via webinars, Zoom, and email.

• Comfortable with automation tools, CRM platforms, and data analytics to drive scalable solutions.

• Skilled in managing a large portfolio of customers, prioritizing tasks, and meeting deadlines.

• Willingness to work a hybrid schedule from either our Birmingham, AL or Mountain View, CA office.

• Experience & Expertise :

TECH STACK

• GENERAL TEAM

• CUSTOMER SUCCESS TEAM

COMPENSATION PACKAGE

BASE SALARY 💰 Payable on a bi-monthly basis & subject to all withholdings & deductions as required by law

EQUITY GRANT 📈 Subject to approval by Board of Directors, 4 year vest, 1 year cliff

BENEFITS OFFERING

* These details are for information purposes and are subject to any company policy or plan changes

Medical Health Plan 🏥

Dental Care Plan 🦷

120 hours paid time off (PTO) earned on an accrual basis 🏖️

Company-paid holidays 🎄 🎇 ✝️

Dependent Care FSA (DCFSA) 👪🏼

Paid parental leave plans 👩🏼‍🍼👨🏽‍🍼

Generosity Fund 🎁

Disney Park Experience 🐭 🏰

401(k) Plan

IRL Gatherings

Mental Health Stipend