Entry Level Client Manager - Mercurial, Inc.

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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