Customer Operations Associate

Back to careers Customer Operations Associate Irvine, CA (Hybrid) / Full-time / $45k-$50k plus bonus About The Role Donorlytics is a growing technology company using data and AI to support mission-driven organizations. We build practical tools that help nonprofit teams operate with greater clarity, confidence, and effectiveness. Our environment is calm, supportive, and focused on meaningful work built with modern technology. Early stage, funded, and growingAI powered tools built for the nonprofit sectorStrong reputation with early users and advisors Role Overview This role owns customer onboarding and supports the day to day operations behind a growing sales team. When a new customer signs on, you are their first point of contact. You run the onboarding process, keep things on track, and make sure every new customer gets to their first value milestone on time. Outside of onboarding, you keep our CRM clean and current, manage inbound reply triage, handle follow ups, and research potential customers when the team identifies an opportunity. This is a customer facing operations role with a strong emphasis on organization, follow through, and professional judgment. What you’ll do Run onboarding calls with new customers to set expectations, guide setup, and keep the process on trackManage inbound replies from outbound campaigns by sorting, responding, and routing to the right personKeep every CRM record updated with clear notes, a next step, and a due dateHandle follow ups and check in calls as they come upResearch organizations the team wants to learn more about and pull together what is needed before outreachSit in on sales and strategy calls to build product knowledge and understanding of the nonprofit spaceShare feedback from customer conversations to improve the onboarding experience Who You Are You are organized and reliable. You are comfortable talking to people on the phone, on video, and over email. You take ownership of your work and follow through without reminders. You pick things up quickly and ask good questions when something is unclear. You are the kind of person who enjoys keeping things running smoothly and making the process easier for everyone involved. This Role Is Not For You If You are looking for a quota carrying sales roleYou need constant direction and do not work well with autonomyYou are not comfortable being the first point of contact for a customer Requirements 0 to 2 years of experience in customer facing, operations, or professional support rolesRecent graduates with relevant internships or work experience are welcomeStrong written and verbal communication skillsComfortable with CRM tools, email, and basic business technologyWillingness to learn the nonprofit space and product quicklyMust be able to commute to our Irvine, CA office (hybrid with in-office onboarding period)Legally authorized to work in the U.S. Compensation And Benefits Base salary: $45,000 to $50,000 plus bonus. Final compensation is based on experience. Includes a base salary in the $50,000–$65,000 range plus commission. Benefits Include Hybrid role (Irvine, CA)Paid time offHealth benefitsRetirement plan Donorlytics is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, disability, veteran status, or any other legally protected status. Perks and benefits What we offer Compensation Competitive salary aligned with the level of ownership and impact expected. Health Coverage Health, dental, and vision support for you and your family. 401(k) Retirement plan with company contribution. Flexible Work Work remotely with a schedule that supports focus and output. Time Off Generous paid time off. Take the time when you need it. Focused Environment No unnecessary meetings. We prioritize time to think and build. Open positions We are always looking for talented people who are curious, motivated and excited to help shape the future of building. Account Executive Irvine, CA (Remote-first role) / Full-time / $85k-$125k (OTE) Apply now Customer Operations Associate Irvine, CA (Hybrid) / Full-time / $45k-$50k plus bonus Apply now Seems like a good fit? If this sounds like the right place for you, fill out the form and let’s explore working together. first Name Last Name Email Linkedin profile Tell us about yourself Thank you! Your submission has been received! Oops! Something went wrong while submitting the form. Your data is already there. Put it to work. Every organization has a story hiding in their data. Let's find yours together. Book a demo Book a demo