Application Guide

How to Apply for Partner Success Operations Specialist (Part-Time) Canada

at FreeWill

🏢 About FreeWill

FreeWill is an award-winning social-good startup that has revolutionized charitable giving, helping donors easily include charities in their wills and generating over $13 billion in gift commitments since 2017. With a mission to make donating more accessible, they partner with 2,400+ nonprofits, offering a unique opportunity to work at the intersection of technology and social impact. The company values efficiency, innovation, and mission-driven work, making it an inspiring place for those who want their skills to drive positive change.

About This Role

This part-time contract role focuses on optimizing partner success operations, ensuring timely execution of critical workflows for FreeWill’s largest nonprofit partners. You’ll build automations in Churn Zero, improve processes, and create documentation to scale operations. Your work directly impacts partner satisfaction and the company’s ability to deliver on its mission.

💡 A Day in the Life

You might start by reviewing partner workflows to ensure timely execution, then dive into Churn Zero to build a new automation for a recurring partner request. Midday, you’d collaborate with the partner success team to update process documentation and troubleshoot any bottlenecks. Your day would end with a project check-in for a large partner’s product delivery, ensuring all milestones are on track.

🎯 Who FreeWill Is Looking For

  • Has 3+ years in SaaS customer success operations, specifically building automated workflows in tools like Churn Zero, Gainsight, or Totango.
  • Is a strategic, analytical thinker who proactively identifies process gaps and implements solutions with keen attention to detail.
  • Learns new tools quickly and independently, with a track record of mastering CS platforms without heavy handholding.
  • Possesses superior written and verbal communication skills, able to create clear documentation and training materials for diverse audiences.

📝 Tips for Applying to FreeWill

1

Highlight specific examples of automated workflows you built in a CS tool (e.g., Churn Zero, Gainsight) that improved efficiency or partner outcomes.

2

Quantify your impact: mention metrics like time saved, error reduction, or partner satisfaction scores improved through your process improvements.

3

Tailor your resume to emphasize process optimization and project management, not just customer-facing success roles.

4

In your cover letter, mention FreeWill’s mission and how your operations skills can help scale their partner success for nonprofits.

5

Since it’s a contract role, clarify your availability and ability to work remotely in Canada, and express interest in part-time commitment.

✉️ What to Emphasize in Your Cover Letter

['Your experience building automated workflows in a CS tool (like Churn Zero) and the measurable results achieved.', 'Your proactive approach to identifying process improvements and implementing solutions that streamline operations.', 'Your ability to create clear documentation and training materials that enable team scalability.', 'Your alignment with FreeWill’s social-good mission and enthusiasm for supporting nonprofit partners.']

Generate Cover Letter →

🔍 Research Before Applying

To stand out, make sure you've researched:

  • Explore FreeWill’s website to understand their product offerings and how they partner with nonprofits.
  • Read about their impact: $13 billion in gift commitments and the types of nonprofits they work with.
  • Check out their blog or press coverage to understand their company culture and recent milestones.
  • Familiarize yourself with Churn Zero’s features, as the role heavily involves this tool.
Visit FreeWill's Website →

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through a time you identified a process gap and built an automation to fix it. What tool did you use and what was the outcome?
2 How do you prioritize competing tasks in a fast-paced operations environment, especially with time-sensitive workflows?
3 Describe your experience with Churn Zero (or similar CS platforms) and how you’ve used it for workflow automation.
4 How would you approach developing a troubleshooting resource for a new partner onboarding process?
5 Why are you interested in working for a social-good startup like FreeWill, and how does this role fit your career goals?
Practice Interview Questions →

⚠️ Common Mistakes to Avoid

  • Don’t focus solely on customer-facing success experience; this role is about internal operations and process optimization.
  • Avoid generic applications; failing to mention FreeWill’s mission or specific tools like Churn Zero shows lack of research.
  • Don’t overlook the part-time, contract nature; ensure your application expresses clear availability and commitment.

📅 Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

Offer

Congratulations!

Ready to Apply?

Good luck with your application to FreeWill!