Entry Level Client Manager
3 weeks ago
The Entry Level Client Manager will ensure accurate and timely collection of funds and monitor the progress towards meeting our clients overall fundraising goals. A supportive team atmosphere has always been a key driver of our success. Our company culture is supportive and cohesive; we share a competitive mindset.
Responsibilities:
- Create, distribute, and collect records of potential customers
- Create program activities and accurate participant records in unique databases
- Maintain up-to-date and accurate records of community participation in databases
- Attend database management training as required by funders and/or division leadership
- Generate data reports at regular intervals throughout the year to check for accurate and complete data collection
- Understand program goals, monitor progress towards meeting these goals, and communicate this progress to program leadership on a regular basis
- Provide general assistance to the members of the division
- Ensure participant files contain all necessary and up-to-date participation documentation
- Take messages and route calls as needed in a courteous and pleasant manner
- Greet and assist community members in the division/program
- Assist in day to day operations of the division/program as needed
- Assist in the completion and processing of reports for the division
- Perform all other related duties as assigned by operational management
Qualifications:
- High school diploma or equivalent
- Attention to detail and commitment to program necessities
- Problem-solving abilities
- Comfort taking initiative to learn the data needs of the program, determine and generate corresponding data reports, and share findings on an on-going basis
- Courteous and pleasant manners
- Customer service and organization skills
- Good judgment and commitment to ensuring the confidentiality of the participant's records
- Professional demeanor
- Commitment to good attendance and punctuality
- Commitment to the agency’s mission
- Experience working with not-for-profit agency/organization
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