Entry Level Client Manager

3 weeks ago


Louisville, United States Royal Connections Full time

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


#LI-Onsite



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