Job Description

Wisely is looking for an Account Manager who is excited about joining a growing organization supporting Nonprofits.You are looking to do more with your career and look forward to new challenges and opportunities every day.


Wisely helps charities and nonprofit accelerate their fundraising using artificial intelligence. Our product increases efficiency in nonprofit fundraising teams by giving teams a tool that provides access to predictive insights essential to successful fundraising. Wisely helps fundraisers build, grow and prioritize their portfolios and ultimately help nonprofits achieve their mission.

We launched our product in 2018, and to-date, we have successfully onboarded prominent charities and are poised for transformational growth from the North American market.

We are a dynamic, collaborative and growing team seeking colleagues who excel in their field, and want to support charities who raise funds for the world’s most deserving causes.

Job Overview

A relationship builder at heart, the Account Manager role is to ensure buyer and client needs are understood and met.  They build relationships with prospective buyers before they become clients and then, assist users in adopting Wisely during a free trial period. Using our CRM (HubSpot) you will track activities and work with fundraisers to set-up a free trial of Wisely.  Once the free trial system is set-up, you will then help the fundraisers use Wisely to build and grow their portfolio.

Working with the COO  and our marketing team, the Account Manager will focus their time on both prospective buyers and clients. A self starter who loves working with others, you will help shape the onboarding path for new users and help set-up automated tasks that will be managed by our CRM. The Account Manager will also follow-up on leads and clients to ensure they understand what is next in their journey with Wisely.

Typically the first contact with a lead will be driven by content on our website, digital ads or email and then, move into a free trial period.  The Account Manager will then help monitor the funnel and processes that convert those leads into clients.

The majority of interactions with clients will take place using digital communication.

Responsibilities and Duties

The position is focused on relationship building with buyers and clients. Primary duties include:

  1. Regular meeting with clients
  2. Follow-up with leads to convert to free trials
  3. Onboarding new users
  4. Converting free trials into paid clients
  5. Pass feedback to the development team for product improvements


  1. Experience in account management, sales, fundraising or customer service
  2. Motivated to build relationships and support clients
  3. Objective-driven individual, self-motivated, enthusiastic and brings a positive attitude
  4. Understanding (or willingness to learn) of the fundraising industry
  5. Experienced using Hubspot CRM
  6. Growth mindset and constantly motivated to iterate and improve

Target hiring range is $50-55K

Applicants can apply to Cathy Jaynes <>

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