¾«¶«Ó°Òµ

We are professional, agile, customer-centric and our goal is to inspire employees and organizations to support causes they care about. We help nonprofits fundraise unrestricted, sustainable dollars through the workplace and we help employers achieve their giving, engagement, and social impact goals. We do this to bring more resources to the nonprofits that are changing our world.

Position Title:

Department:Ìý Charitable Grants

Reports to: Director, Employee Assistance Funds & Scholarships

The Charitable Grant Account Manager is responsible for providing support in the management of Charitable Grant client relationships and programs. The Account Manager works with clients to design a program tailored to meet their needs, based upon organizational and IRS best practices.

The Charitable Grant Account Manager is responsible for providing support in the management of Charitable Grant client relationships and programs. The Account Manager will have a portfolio of clients and manages all stages of the client relationship, beginning with client onboarding, program design, application site development and implementation through program launch and ongoing relationship maintenance.

The Account Manager is expected to work collaboratively with other members of the Charitable Grant team as well as other teams, including Funds Management, Finance, and IT.

This is a full-time, remote position.

Overall Responsibilities

• Management, engagement and retention of select Charitable Grant client accounts, client reporting, funds tracking and invoicing; establishing and maintaining overall quality control measures for the program.
• Consult on internal cross-functional account teams (including Charitable Funds Management Solutions, Marketing and Communications, Business Development, Finance, Administration) to ensure client satisfaction

Specific Responsibilities

• Assist Program Manager and Senior Management Team on organizational efforts to prevent or mitigate loss of clients as well as generation of leads for new clients or new opportunities with existing clients
• Management of the contracting and renewal process for Charitable Grant account clients
• Oversight and maintenance of entry of data on all assigned accounts and all Charitable Grant client accounts, grant awards and donor data
• Independently manages a portfolio of Charitable Grant client accounts, ensuring compliance with ¾«¶«Ó°Òµâ€™s Charities and client policy requirements.
• Develops client program based on objectives with recommendations for best practices to launch a successful fund. This includes development of application site and reporting tailored to client needs.
• Conducts regular monitoring of client funds balances and invoices clients as needed pursuant to contract; reviews status of fund use monthly (at a minimum).
• Primary liaison with client for reviewer and Executive Committee questions regarding policy.
• Provides counsel, support and services to maximize clients’ Charitable Grant program efforts.
• Works with VP and technology partner on application site development.
• Oversight of updates, as needed, to the grants application process and technology enhancements pertaining to grant applications.
• Assists with training reviewers and providing follow up as needed.
• Assist with review of applications during times of high volume.
• Independently represents ¾«¶«Ó°Òµâ€™s Charities and its members to the public at large
• Other initiatives as assigned

Education and Experience Requirements

• Bachelor’s Degree required. Master’s degree or 3-5 years in related field preferred.
• This is a highly technical position with an emphasis on application and site design. Significant experience is required.
• Must be highly proficient in Microsoft Office, including Excel.

Job Type: Full-time

Pay: $50,000.00 per year

To apply, to be redirected to Indeed.

No phone calls or recruiter inquiries.Ìý¾«¶«Ó°Òµâ€™s Charities is an equal opportunity employer.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday