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Partner Success Strategist

REMOTE - USA

FreeWill is an award-winning, social-good startup that has partnered with 2,200+ nonprofits who support our mission while raising more than $11.9B in bequests to charities since we were founded in 2017. We’ve been featured in the New York Times, Forbes, Oprah’s magazine, and our co-CEOs have even been named to Town & Country’s “Top 50 Philanthropists” list.

All of this is because we’ve figured out how to make some powerful (but complicated!) ways to donate much easier and more accessible. Our products make things easier for the donors who want to change the world and for nonprofits doing heroic work around the planet.

In the last 8 years, we’ve grown from 5 people to 200+ (all smart, tenacious, and kind), and continue to grow. We’d love to have you be a part of this adventure. In 2024, we were named a "Most Loved Workplace" by both Newsweek and Best Practice Institute and in 2025, we were named as one of Forbes' Best Startup Employers and the 2025 Most Loved Workplaces® for Diversity; you can also check us out on Glassdoor! Curious about company culture and management at FreeWill? Check out the 2025 Best Manager Ever podcast featuring Anthony Sottile, FreeWill's VP of Partner Success on either Spotify or Apple.

Full-time •  Excellent Benefits • Work from Anywhere in the US (except AL, CO, or LA)

About the role

FreeWill is seeking a Partner Success Strategist to play an integral role in accelerating our work supporting nonprofits (large and small) across the country. This is a full-time position, remote position.

FreeWill has set compensation and a non-negotiation policy for fairness reasons (we don't think that an individual's pay should be determined by how comfortable they are negotiating). As a result, we like to be transparent and up front about the compensation. When we make an offer, we provide multiple options so that employees can choose between compensation packages that prioritize salary or stock options. The salary range for this role is $65,000-$72,000 and will come with stock options and full benefits (401k, healthcare, unlimited vacation, paid parental leave, $1k annual professional development budget, etc). This role is also eligible for variable compensation, paid out quarterly and based on team goal achievement. 

The goals

  • Produce outstanding fundraising results for nonprofits
  • Create warm, dynamic relationships with our partners and ensure they feel cared for
  • Identify challenges internally and externally and proactively address problems
  • Ensure tactics and processes are scalable as our team and partnerships grow
  • Understand and communicate partner needs to the team internally
  • Maintain relationships year over year through renewals and upsells to provide more value to partners

The tactics

  • Onboard and launch new partners to set the tone for an interactive and successful partnership
  • Lead regular meetings and other communications with partners to ensure that goals are understood, met and exceeded
  • Work across multiple teams to create and follow systems to track partner campaigns and progress with FreeWill; identify patterns and provide insight on best tactics
  • Provide marketing support to partners based on established best practices and adjust approach as new developments occur. Work closely with content/marketing team to portray partner needs and collaborate for the best product
  • Report key metrics and updates to partners on a daily and monthly basis
  • Communicate with partners about new FreeWill developments and proactively offer value
  • Stay on top of latest nonprofit fundraising and customer success techniques and trends
  • Act with FreeWill’s values of focus, joy, kindness, and courage

Requirements

As a venture-backed startup, things move very quickly at FreeWill. As such, we expect the responsibilities for this role to frequently shift, and aim to hire an individual who is comfortable moving quickly in a fast-paced environment. Additional requirements: 

  • Experience working on a SaaS customer success team and/or in the nonprofit fundraising space is a plus
  • Superior written and verbal communication skills and fine-tuned attention to detail
  • Intellectual curiosity that drives a willingness to learn and take on projects outside area of primary expertise
  • Comfort moving quickly in a fast-paced environment
  • Smarts, tenacity, and kindness

Hiring Process

  • Recruiter Phone Screen (30 minutes)
  • Hiring Manager Video Interview (30 minutes)
  • Presentation (30 minutes live; approximately 45 minutes to prepare on your own time)
  • Final Video Interview (30 minutes)
  • Offer (contingent on positive references)

Please note that steps in the hiring process can and may change and the Recruiter will be your point of contact in sharing any updates in terms of the process. If you are selected to move forward in this process, the Recruiter will share more details about the hiring process and interviewers. However, this is a good estimate of what you can expect. For most roles, our hiring processes take an average of 4-6 weeks.

AI Policy

We are excited to engage with candidates who can demonstrate their experience and skills through their own words and work, not through AI-generated content. We want to understand your genuine interest in the company and your unique perspectives, not simply AI-driven responses. We ask that you refrain from use of AI-generated content during the hiring process which includes phone screens, video interviews, tech screens, or other assessment stages except as otherwise indicated to you by the Recruiter.

For example: Using ChatGPT to generate scripted answers to application questions or during phone screens and video interviews is strongly discouraged and will result in not moving forward in the hiring process. However, the use of an AI design tool to enhance the design of a presentation deck is permitted.

The Recruiter will be able to provide additional guidance during the hiring process if needed. If hired at FreeWill, we do encourage the use of AI in your role to build upon or enhance your skill set.

Benefits

In addition to the immense personal and professional satisfaction you’ll gain from helping to raise $1T for high impact nonprofits in a kind and joyful work environment, full time employees at FreeWill are eligible for the following benefits:

  • Work from home 
  • Unlimited PTO
  • Flexible hours
  • Competitive salary
  • Commuter benefits
  • Company stock options
  • 401k
  • Medical/Dental/Vision (some single coverage medical plans are 100% employer paid, subsidized rates for spousal, parent-child, and family coverage)
  • Short-term and long-term disability insurance
  • Life and AD&D insurance
  • Free One Medical membership
  • Paid parental leave for all parents

Perks

  • Regular (virtual) team events
  • $250 monthly co-working budget which can be used for local co-working spaces
  • $300 annual budget to outfit your home office or cover utility bills
  • $1,000 referral bonuses for growing our FreeWill community
  • $1,000 annual professional development budget

FreeWill is an equal opportunity employer and we value diversity. We are committed to finding talent that is not determined on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law.

We are a remote-first company that’s able to hire in 47 states and D.C. Unfortunately, we are unable to hire in Alabama, Colorado, or Louisiana at this time. We also can’t sponsor working visas, so all applicants will need to have work authorization in the US.

Don’t check off every box in the requirements listed above? Please apply anyway! Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every single qualification. FreeWill is dedicated to building an inclusive, diverse, equitable, and accessible workplace that fosters a sense of belonging – so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings!

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