Onboarding Specialist(Customer Support)

Company Description

BolsterBiz is a leading provider of offshoring and outsourcing services based in New Delhi. We specialize in driving business growth, optimizing operational efficiency, and ensuring long-term success. With over 2,000 completed projects and more than 100 clients in the USA, we offer cost-effective solutions with access to expert professionals to deliver high-quality services.

Job Summary

About the Role

We're looking for a pro-active, passionate, and tech-savvy Onboarding Specialist to assist our nonprofit partners and their donors as they onboard and use the Client platform. You'll play a key role in ensuring every organization has a seamless experience, from creating their nonprofit profile to managing their admin portal once live. Our main objective is to ensure our clients feel supported every step of the way.

Responsibilities

• Provide timely, friendly, and professional support to nonprofits during onboarding, including :
• Creating and updating nonprofit profiles (logo, cover image, account setup)
• Assisting with campaign creation (images, descriptions, donation form)
• Supporting setup of Stripe Connect accounts for payment processing
• Respond to and resolve questions related to the nonprofit admin portal, including how to :
• Create, edit, or manage fundraising campaigns
• View and run donor and donation reports
• Manage bank withdrawals and transaction details
• Send donor communications and email campaigns
• Add or manage admin users and account settings
• Support nonprofit admins with embedding donation code onto their website
• Provide donor-facing support, including :
• Troubleshooting failed donations or payment issues
• Updating simple donor account information
• Managing or canceling recurring donations
• Document and escalate recurring issues or bugs to the technology team
• Identify opportunities to improve the onboarding and support experience

Ideal Qualifications

You'll Thrive In This Role If You

Skills Required

ticketing software , Excel