Account Manager


Join the people who help nonprofits help others.

SofTrek makes software for nonprofits—that’s it. We serve an industry that changes the world for good each and every day. We are always seeking ambitious, focused, and skilled people to join our team of professionals. Work with us, and leave your mark.

About the Position

SofTrek's Client Success Team support clients' use of our flagship product, ClearView CRM fundraising software. Keeping in close touch with clients, we offer business analysis, project management, and technical help.

SofTrek Account Managers oversee a portfolio of nonprofit clients, providing guidance and expanding client solutions. You will be responsible for educating the client on SofTrek products; completing high level technical support; communicating clearly with clients and internal SofTrek teams; collaborating on conversion, customization, and implementation projects; and maintaining excellent client relationships.


Key Responsibilities
  • Educate, support, and communicate to all clients in your designated portfolio maintaining relationships to maximize desired outcomes for the clients and to increase client satisfaction and retention
  • Act as point of contact for all communications between clients and SofTrek internal resources
  • Identify opportunities and gather requirements to improve our products, processes, and programs to better meet client needs and communicating those opportunities to a broad internal audience
  • Maintain and update all client contact information for use across departments
  • Test and approve all custom work prior to deployment on client databases
  • Gain client confidence with the ClearView product and increase usage over time
  • Use internal tools to gather key performance indicators and report on metrics and trends on account portfolio
  • Maintain client awareness of release notes, free webinars, conferences, billable services offered, training programs, and latest software releases
  • Provide tier 1 & 2 help desk and technical support
  • Ensure the latest upgrades are in place for each client
  • Work collaboratively with other Account Managers to ensure coverage of all client portfolios


Key Requirements
  • Associate's or Bachelor's Degree in Business, Communications, or a Technical Field
  • Excellent customer service skills
  • Strong written and verbal communication and presentation skills
  • Ability to learn new tools and software quickly
  • Willingness to discuss project estimates with clients
  • Highly organized and well spoken
  • Natural curiosity and problem-solving skills
  • Ability to multi-task and strong time and project management skills
  • Ability to work independently, as well as on a team, with little direction
  • Driven, focused and passionate about seeing our clients, and our Company, succeed
  • Ability to stay calm under pressure, respond to customer needs quickly and effectively


Key Requirements
  •  Experience with coding, scripting, or database architecture a plus (Java/SQL)


How to Apply

Please submit your resume and cover letter to This email address is being protected from spambots. You need JavaScript enabled to view it..  We review every submission, and if it looks like you're a good fit, we'll get in touch with you for a phone interview.

We are unable to sponsor H-1B candidates at this time.  SofTrek is an Equal Opportunity Employer.