Demo

Entry Level Client Manager

Mercurial Inc
Albany, IN Full Time
POSTED ON 1/1/2025
AVAILABLE BEFORE 1/30/2025
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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