Job Description
Job Description
Description :
Community Initiatives is an Oakland based nonprofit organization providing more than 110 different nonprofit clients with fiscal sponsorship, including tax-exemption, accounting and financial oversight, risk management and insurance, legal compliance, grants management, and human resource services. Our fiscally sponsored projects (FSPs) represent various nonprofit sectors––arts and culture, education, environment, health, human services, and public affairs. This is currently a hybrid role working at least one day / week in our office in downtown Oakland – TEMPORARY position for 3-6 months
Summary :
The Client Services Program Coordinator serves as our external point of contract for our shared portfolio of projects. The Client Services Program Coordinator provides excellent customer service and crucial internal support to the client services team.
Essential Job Functions
Client Service Support (40%)
- Triage all incoming communications to appropriate staff members
- Ensure all communications are responded to within 24 hours
- Respond to general requests
- Troubleshoot day-to-day client questions and requests related to internal systems and
operations
Support client services team by providing administrative support including : database entry, maintaining client records and handling other administrative requests from senior staff membersTrack and manage document signaturesPrepare check requests for vendors and projects, as requestedSupport team with annual client survey process, support w / data collection, reviewSupport VP of Client Services in drafting quarterly newsletterDevelop strong database skills to ensure consistent inputs, run and recommend actionable reportingNew Business (30%)
Respond to and schedule new business inquiry callsTrack and manage prospective projects at various stages of the new business pipelineSchedule meetings for prospective clients in various intake stagesManage and update various forms and templates as neededReview applications for completenessProvide initial copyediting and formatting for Board memos and other Board materialsOn-Boarding (20%)
Oversee the on-boarding process for all new fiscally sponsored projectsSchedule training and provide one-on-one support for 3rd party platforms available to new projectsMaintain accurate data records for all incoming projectsSpecial Projects (10%)
Special assignments, projects and tasks to meet goals and needs of the team.Requirements :
Required Qualifications
Demonstrated ability to prioritize amongst multiple commitments simultaneously in a fluid environmentProject management skills with high attention to detailsOutstanding communication skills, both verbal and written, to effectively communicate complex concepts in a clear, understandable mannerStrong interpersonal skills and an ability to build rapport with partners and stakeholdersAnalytical abilities and problem-solving skillsAbility to work as part of a dynamic teamThrives in a fast-paced environmentFlexible, creative, and a quick learnerKnowledge of MS Office Suite1-3 years of relevant work experience in nonprofit, client / donor focused environmentB.A. / B.S. degree, or equivalent experienceSolid understanding of Salesforce or similar CRM database platform strongly preferredApplication Instructions
Interested candidates should submit a cover letter with salary requirements and resume.
Equal Employment Opportunity
Community Initiatives is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, marital status, disability or protected veteran status, or any other status or characteristic protected by federal, state, or local law.