Formation Specialist (remote)

About ResiliaResilia is a fast growing, venture backed, mission-driven SaaS startup powering a digital transformation in the nonprofit sector. Our mission is to strengthen nonprofit capacity and help grantors scale impact through data-driven technology solutions. Resilia’s three SaaS-based products help nonprofits achieve tax exempt status, build capacity in pursuit of becoming high performing organizations, while enabling corporations and foundations to support nonprofits beyond grant awards. As a company, Resilia was named 2022 Best Tech Startup in New Orleans, a Rising Star on the 2020 Forbes Cloud 100 list, VentureBeat’s Companies to Watch list and Sevetri Wilson, Resilia’s Founder and CEO, has been recognized in Inc Magazine’s 100 Women Building America’s Most Innovative Companies and Pitchbook’s top Black Tech Leaders list. For more information visit resilia.com.This is a remote role that may require occasional travel, including to Resilia’s New York and New Orleans offices for collaborative opportunities such as team retreats and gatherings. Market OpportunityEvery nonprofit is unique and so are their capacity needs. Yet they find it difficult to access capacity building solutions that meet them where they are. Resilia’s mission is to strengthen and uplift nonprofit organizations by elevating their stories, driving advocacy efforts, and prioritizing those that are underserved through long-term capacity building. We serve nonprofits, foundations, corporations, governments, and other grantmakers, centered on trust-based philanthropy principles and meeting changemakers where they are.Resilia’s three Software-as-a-Services products are designed with a human touch.Nonprofit Formation – Empowers brand-new nonprofits to achieve tax exempt status while enabling annual compliance.Nonprofit Platform – Provides capacity building support in fundraising, board management, program management and the collection of data.Funder Program – Sponsored by grantmakers (foundations, governments, corporations), nonprofits are able to build mission-facing and back office capacity in a manner that best suits them. Resilia’s Funder Program meets nonprofits where they are through a combination of an online platform, 1:1 nonprofit coaching and peer-to-peer learning.With a first-to-market solution and a team of builders with extensive startup, nonprofit, and corporate experiences, Resilia is well poised to democratize technology in order to solve some of the social good sector’s biggest legacy challenges, while re-defining the notion of technology for good.About the roleThe Formation Specialist plays a critical role in carrying out Resilia’s mission and strategic goals by becoming a trusted advisor for customers undergoing the process of incorporating and applying for tax exemption. You will own the customer relationship and support customers through the process of starting a nonprofit. Your primary goal will be helping customers complete filings required to gain nonprofit tax exemption status by successfully hitting all milestones for an on-time launch while ensuring an experience that customers enjoy and rely upon for guidance and support. Our ideal candidate is a service-oriented self-starter who possesses impeccable communication and organizational skills, intellectual curiosity, and an eye for detail and process improvement. This role reports into the Director of Customer Success, and presents a unique development opportunity within Resilia by learning the nonprofit journey from creation to high performance. What you will doBecome an expert of Resilia’s platform and the application/approval process to gain nonprofit statusLead consultations with prospective customers regarding the required steps to obtain nonprofit statusOnboard new customers, supporting their nonprofit tax exemption paperwork and helping them navigate Resilia’s online platformServe as the voice of the customer in collaboration with the Product Development and Engineering teams to ensure that the platform technology translates to an exceptional customer experienceContinuously monitor progress and making detailed scheduled reports on measurable items, such as milestones and deliverablesCommunicating proactively and cross-functionally to provide encouragement, identify problems, create solutions, and implement efficiency improvementsQualificationsMinimum of 1 year of customer success/service experience, preferably at a technology company + 1 year of nonprofit experience preferredPassionate about Resilia’s mission and visionExcellent written and verbal communication skills, including the ability to communicate with individuals from diverse backgroundsSelf-starter with a high level of intellectual curiosity that executes independently and takes incredible pride in their workExcited about working with customers and providing an exceptional support experienceMotivated and comfortable in a fast paced startup environmentPrior experience with project management software a plusKnowledge of or experience working in the nonprofit, foundation or government sectors a plusAbout youAbility to build trust and inclusive relationships with various stakeholders including those with different backgrounds, life experiences and expertiseCommitted to supporting a diverse, inclusive, and collaborative work environmentSelf-starter with a high level of intellectual curiosity that executes independently and takes incredible pride in their work; willingness and ability to learn new conceptsCompensation & BenefitsWhy Resilia? Resilia powers the people changing the world. Resilia is an inclusive and welcoming workplace where our team thrives on collaboration, creativity, innovation, and fun. We are proud to offer competitive salary commensurate with experience and excellent benefits including unlimited PTO, medical, dental, vision and life insurance, a 401k program, mental health support, a healthcare advocate, short-term disability, and commuter benefits, with potential for equity stake in a fast growing company.Resilia is an Equal Opportunity Employer and does not discriminate on the basis of an individual’s sex, age, race, color, creed, national origin, alienage, religion, marital status, pregnancy, sexual orientation or affectional preference, gender identity and expression, disability, genetic trait or predisposition, carrier status, citizenship, veteran or military status and other personal characteristics protected by law. All applications will receive consideration for employment without regard to legally protected characteristics.