Application Guide

How to Apply for Partner Success Strategist

at FreeWill

🏢 About FreeWill

FreeWill is a venture-backed startup uniquely positioned at the intersection of technology and philanthropy, helping nonprofits maximize fundraising through innovative digital tools. Working here offers the opportunity to drive meaningful social impact while operating in a fast-paced, growth-oriented tech environment. The company's mission-driven focus combined with startup energy makes it appealing for those wanting to scale their nonprofit expertise with modern business practices.

About This Role

As a Partner Success Strategist at FreeWill, you'll be responsible for managing a portfolio of nonprofit partners to achieve outstanding fundraising results through relationship management, campaign tracking, and strategic insights. This role directly impacts nonprofit missions by driving renewals, upsells, and scalable processes that help partners grow their fundraising capabilities. You'll serve as the bridge between FreeWill's technology and partner success, making data-driven decisions to optimize outcomes.

💡 A Day in the Life

A typical day might involve analyzing fundraising data from multiple partner campaigns, preparing insights for quarterly reviews, and conducting check-in calls with nonprofit partners to discuss progress and strategy adjustments. You'd likely collaborate with product teams to share partner feedback, update campaign tracking systems, and develop renewal proposals while balancing immediate partner needs with long-term relationship building.

🎯 Who FreeWill Is Looking For

  • Has 3+ years of hands-on experience in nonprofit fundraising with proven results in donor acquisition, campaign management, or major gifts programs
  • Demonstrates exceptional communication skills through clear partner communications, detailed campaign reports, and persuasive renewal/upsell conversations
  • Exhibits intellectual curiosity by proactively analyzing partner data patterns, experimenting with new tactics, and volunteering for cross-functional projects
  • Thrives in fast-paced environments by managing multiple partner campaigns simultaneously while maintaining meticulous attention to detail

📝 Tips for Applying to FreeWill

1

Quantify your nonprofit fundraising results with specific metrics (e.g., 'increased donor acquisition by 30%' or 'managed $500K annual campaign') rather than listing generic responsibilities

2

Highlight experience with nonprofit technology platforms or CRM systems (like Salesforce, Raiser's Edge, or similar donor management tools) that FreeWill likely integrates with

3

Demonstrate your understanding of the nonprofit funding cycle by mentioning experience with renewals, grant reporting, or fiscal year planning in your resume

4

Show how you've worked across teams by including examples of collaborating with marketing, product, or data teams to improve partner outcomes

5

Research and reference specific FreeWill partner case studies or success stories to show you understand their impact model

✉️ What to Emphasize in Your Cover Letter

["Specific examples of how you've driven fundraising results for nonprofits, including metrics and the strategies you employed", 'Experience managing long-term partner relationships with successful renewals or account growth over multiple years', 'Ability to analyze campaign data to identify patterns and provide actionable insights that improved outcomes', "Comfort with fast-paced environments and examples of how you've adapted processes for scalability as partnerships grew"]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • Explore FreeWill's website to understand their specific product offerings (like estate planning tools, donor-advised funds, or other fundraising solutions)
  • Review their blog and case studies to understand the types of nonprofits they serve and their typical fundraising challenges
  • Research the venture capital firms backing FreeWill to understand their growth trajectory and market position
  • Look up current FreeWill team members on LinkedIn to understand their backgrounds and the company culture
Visit FreeWill's Website →

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through how you would analyze a nonprofit partner's fundraising data to identify opportunities for improvement
2 Describe your approach to handling a partner who is hesitant about renewal despite good results
3 How would you collaborate with product and engineering teams to improve features based on partner feedback?
4 Share an example of a time you had to manage multiple partner campaigns with competing deadlines
5 What metrics would you track to demonstrate success in this role, and how would you report them to stakeholders?
Practice Interview Questions →

⚠️ Common Mistakes to Avoid

  • Applying with only corporate customer success experience without demonstrating understanding of nonprofit sector nuances and constraints
  • Failing to show quantifiable results in previous roles (nonprofit fundraising requires demonstrating impact with numbers)
  • Presenting as resistant to fast-paced change or lacking examples of adapting processes for scalability in previous positions

📅 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!