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    Entry Level Client Manager - Louisville, United States - Royal Connections

    Royal Connections
    Royal Connections Louisville, United States

    3 weeks ago

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    Description

    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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