---
title: 'Enterprise Customer Success Manager at Overflow'
canonical: 'https://feeny.ai/job/enterprise-customer-success-manager-overflow-remote-5708pxc9psj5'
type: 'job'
last_seen: '2026-10-13'
---

# Enterprise Customer Success Manager at Overflow

- **Company:** Overflow
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-03
- **Last confirmed live:** 2026-10-13
- **Apply:** https://jobs.ashbyhq.com/overflow/9d1cd598-c4c0-44a4-bad3-2c5b2b92314a

## Job description

## Who We Are

Overflow is a Silicon Valley technology company with a bold mission: to inspire the world to give. We are a B2B SaaS philanthropy platform that enables modern giving across cash, stock, and crypto for nonprofits, churches, and mission-driven organizations. Backed by leading investors including Uncork Capital, Craft Ventures, and Village Global, Overflow builds secure, beautifully designed infrastructure that powers generosity at scale.

Our Founding Principles Overflow was founded on the belief that generosity transforms people and communities. Inspired by Proverbs 11:24 — "The world of the generous gets larger and larger" — we operate with integrity, stewardship, service, and excellence.

Travel Expectations This is a fully remote role with regular travel. You'll visit each enterprise partner on-site at or near launch and at least once a year after that, and you'll join the team for in-person collaboration weeks at our Los Gatos, CA or Birmingham, AL offices 1-2 times a year.

## Who You Are

Overflow is seeking an Enterprise Customer Success Manager to own the health, retention, and growth of our most complex, high-value partner organizations. These are large, multi-location churches with sophisticated operations - Executive Pastors, CFOs, Finance Committees, Operations, IT, and Communications all at the table - and they require a seasoned account manager who can navigate multi-threaded stakeholder environments and serve as a true strategic partner at the executive level. This role is measured by the ability to retain and expand a focused book of organizationally complex accounts, earn lasting trust from leadership, and consistently identify growth opportunities that match each partner's mission and scale.

## What You Will Do

- Account Management Excellence: Serve as the named Enterprise Customer Success Manager for a focused book of our most complex, high-value partner organizations. Operate as a true strategic partner to each partner's executive leadership, earning trust through consistent delivery, deep product knowledge, and strategic conversation, not just renewal management.
- Multi-Threaded Relationship Management: Build relationships across the full organizational structure of each partner: Executive Pastors, CFOs, Finance Committees, Operations, IT, and Communications. Ensure no key stakeholder relationship goes unmanaged and that Overflow has advocates at every level of the organization.
- Quarterly Giving Reviews: Host four structured giving reviews per year with executive stakeholders at each Enterprise partner. Use these sessions to review platform performance, measure giving outcomes, address organizational concerns, and build the strategic case for continued and expanded investment.
- Monthly Check-Ins: Maintain a consistent monthly check-in cadence with each partner between Quarterly Giving Reviews to track engagement, surface emerging needs, and keep the relationship active and productive.
- Partner Visits: Visit partner accounts in person, typically at or near launch and then at least once a year, to establish the relationship, meet key stakeholders face-to-face, and develop a high-trust, long-term partnership.
- Value Retention and Churn Prevention: Flag risks early, manage the renewal pipeline in HubSpot, and execute tailored churn-save strategies. Navigate difficult renewal conversations with full ownership.
- Strategic Upsells and Expansion: Develop and execute tailored expansion strategies for each Enterprise account. Propose solutions that go beyond the existing playbook, drawing on a deep understanding of each partner's organizational priorities and generosity goals.
- Proactive Strategies and Playbooks: Build annual strategies for each partner and contribute best-practice playbooks to the broader CS team. Serve as a mentor and resource for junior Customer Success Managers, sharing what is working across your book.
- Voice of the Customer: Share structured, high-quality feedback with Success leadership and Product based on what you are hearing across your Enterprise accounts. Surface trends, product gaps, and innovation opportunities in a way that influences internal strategy.
- Product Advocacy: Educate Enterprise partners on new product releases and roadmap developments, articulating how upcoming changes affect their specific organizational goals and giving infrastructure.

KPIs

- 110% NRR for owned book of business
- 90% GRR for owned book of business
- 90% on-time renewal closure

## What You Should Have

- 5+ years in account management, customer success, or a strategic sales role
- Proven experience managing large, complex, multi-stakeholder organizations
- Demonstrated ability to build and maintain relationships with executive-level stakeholders in churches, including in-person
- Strong independent judgment - able to navigate difficult partner situations without requiring close direction
- Strategic thinking and tailored problem-solving skills that go beyond playbook execution
- Strong pipeline management and renewal forecasting skills in HubSpot or comparable CRM
- Alignment with Overflow's mission and values
- Willingness and ability to travel to visit partner accounts

It'd Be Nice If You Had

- Background in church operations, stewardship, or generosity consulting at scale
- Experience contributing to team playbooks or mentoring junior team members

Tools and Systems

- General Tools: Slack, Google Workspace, Notion, Zoom, TextExpander
- Partner Management: HubSpot, [Monday.com](http://Monday.com)
- Design/Collaboration: Pitch
- HR/Operations: Gusto
- Security: 1Password
- AI & Automation: Claude, Loom

Our Compensation Philosophy Overflow's compensation philosophy is rooted in Carta Total Compensation benchmarks, ensuring pay that is competitive by role, geography, and function. Actual compensation may vary based on factors including job-related skills, experience, interview performance, and market data. Total compensation may also include equity, performance-based bonuses (for eligible roles), and a comprehensive benefits package. As a Series B company, we believe equity is a meaningful part of building long-term ownership—when Overflow wins, our team should share in that upside.

## Benefits & Perks

Overflow offers a thoughtful benefits package designed to support your well-being, growth, and life outside of work, including:

- Competitive base salary and equity
- Excellent medical, dental, and vision coverage for employees and dependents
- Generous paid time off and company holidays
- Paid parental leave
- 401(k) retirement plan
- Dedicated mental health and therapy stipend to support personal well-being
- Team retreats and intentional in-person gatherings throughout the year

Overflow is proud to be an equal opportunity employer and is committed to building a diverse and inclusive team.

## About Overflow

## Company Overview
- **One-liner**: Overflow provides a modern giving platform that enables nonprofits and churches to accept donations in various forms including stock, crypto, and traditional payment methods, while also offering engagement tools like Tap to Give.
- **Entity Type**: Private (Series B)
- **Headquarters**: San Jose, California, United States (with additional offices in Birmingham, Silicon Valley, Canada, Costa Rica, and Mexico)
- **Founded**: 2019
- **Founders**: Bill Stone (Founder & CEO)

## Core Business
- **Primary industry/industries**: Financial Services / Fintech / Nonprofit Technology
- **Target customers**: B2B — churches, nonprofits, and charitable organizations of all sizes
- **Mission or purpose statement**: "Inspire the world to give" by making giving "the easiest thing we do"

## Products & Services
- **Overflow Giving Platform**: A unified platform allowing donors to give via card, ACH, Apple/Google Pay, stock, crypto, and RoundUps™. Integrates with existing CRMs and tech stacks.
- **Overflow Tap**: A suite of NFC tap products (cards, keychains, wristbands) that donors can tap to give, register, connect, serve, check-in, or text — fully customizable with organizational branding.
- **Overflow AI**: Launched May 2025, an AI-powered feature set to enhance donor engagement and platform intelligence.
- **ExpressGive™**: A feature that activates new givers quickly, reportedly driving significant increases in online giving.
- **Generosity University**: An educational resource launched in 2020 to help organizations grow giving.

## Market Standing
- **Valuation**: $80.1M (most recent disclosed valuation)
- **Key Metric**: Annual Revenue of $26.7M in 2025; Total Funding of $30M
- **Notable Investors/Partners**: Wesleyan Investment Foundation (led Series B), R7 Partners & Salesforce Ventures (led Series A), Uncork Capital & Craft Ventures (Seed), Village Global & On Deck (Pre-Seed)
- **Growth Signals**:
  - 94 employees as of 2026 (up from 46, representing ~104% growth)
  - 12% average increase in annual giving for churches migrating to Overflow
  - 2.5x average donation through Overflow compared to national average
  - 150% increase in stock giving on the platform
  - 800% increase in online giving for some clients
  - $200K+ raised in stock in 4 days by one client
  - Acquisitions: Novity (to scale Overflow Tap), Willfora (expansion into Canada), DEKA (payment processor)
  - Website traffic: 161,227 monthly visits, +62.9% yearly growth

## Competitive Advantages
- **Multi-asset giving**: Uniquely enables stock, crypto, and traditional donations in one platform — a key differentiator for wealth held in diverse assets.
- **Dedicated migration team**: White-glove service for data migration, removing a major barrier for organizations switching platforms.
- **Integrated engagement tools**: Tap products go beyond giving to include check-in, registration, and connection — creating a broader ecosystem.
- **CRM integrations**: Works with existing tools (Salesforce, etc.) so organizations don't need to replace their entire tech stack.
- **Proven ROI**: Clear metrics (12% giving increase, 2.5x average donation) provide compelling evidence for prospects.

## Strategic Focus
- **Expansion into Canada**: Via the Willfora acquisition, opening a new geographic market.
- **AI integration**: Overflow AI (launched May 2025) signals a push toward intelligent, data-driven giving experiences.
- **Scaling Tap products**: The Novity acquisition and continued investment in NFC tap technology suggests a focus on physical/digital hybrid engagement.
- **Continued product innovation**: The company's history of rapid feature releases (RoundUps, ExpressGive, AI) indicates a strong product-led growth strategy.

## Why Work Here
- **Culture**: Described as mission-driven with a focus on "inspiring the world to give." The company emphasizes a supportive, innovative environment.
- **Growth trajectory**: Rapidly scaling (94 employees, $26.7M revenue, multiple acquisitions) — offers significant career growth opportunities.
- **Remote/hybrid policy**: Multiple office locations (San Jose HQ, Silicon Valley, Birmingham, Canada, Costa Rica, Mexico) suggest a distributed team with in-person hubs.
- **Notable perks**: 5.0/5.0 employer rating on LinkedIn (based on 1 review) with perfect scores across Work-Life, Compensation, Culture, and Career.
- **Engineering culture**: Technical team of 11 (10% of workforce) with a modern tech stack including React, React Native, OpenAI, Stripe, Salesforce, and Plaid. Active hiring for Solutions Engineers and Enterprise Support.
- **Open positions**: 5 active job postings including Business Development Representative, Solutions Engineer, Strategic Partnerships & Events Manager, and Enterprise Support Specialist.

## Sources
1. [overflow.co](https://www.overflow.co/)
2. [overflow.co/about](https://www.overflow.co/about)
3. [linkedin.com/company/overflow-co](https://www.linkedin.com/company/overflow-co)
4. [getlatka.com/companies/overflow.co](https://getlatka.com/companies/overflow.co)
5. [signalhire.com/companies/overflow](https://www.signalhire.com/companies/overflow)
6. [jobs.ashbyhq.com/overflow](https://jobs.ashbyhq.com/overflow)

## Other roles at Overflow

- [Senior QA Engineer](https://feeny.ai/job/senior-qa-engineer-overflow-remote-0zbpgwpd2wdm)
- [Program Manager, Generosity University](https://feeny.ai/job/program-manager-generosity-university-overflow-remote-j9brqpb70a5f)
- [Senior Data Engineer](https://feeny.ai/job/senior-data-engineer-overflow-remote-mvshba7mj269)
- [Product Manager (Growth)](https://feeny.ai/job/product-manager-growth-overflow-remote-3qper4cm859n)
- [DevSecOps Engineer](https://feeny.ai/job/devsecops-engineer-overflow-remote-fnhnmdg413f5)
- [Senior Fullstack Engineer - Growth](https://feeny.ai/job/senior-fullstack-engineer-growth-overflow-remote-2gmj82h0zkps)
- [Business Operations Lead](https://feeny.ai/job/business-operations-lead-overflow-remote-wsyprjdqgb63)
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