Client Services Coordinator Jobs

Employer Information

Company Name: Soukup Strategic Solutions, Inc.

Company Web Site: http://www.SoukupStrategicSolutions.com

About Our Organization: At Soukup Strategic Solutions, we have the privilege of advising our community’s top leaders in the nonprofit sector. Our clients have selected us to guide them in making their organizations more effective at achieving their missions. We are proud of our strong reputation as one of our community’s most trusted resources in strategic planning, fundraising, nonprofit management, and Board development.

Our clients are large and small nonprofits that positively impact our world in countless ways. Their leaders are some of the most talented and generous people in our community. Through our work with them, we make a measurable impact on thousands of lives. Our clients depend on our expertise, and we see it as an honor to deliver high-quality service to them.

Our employees are self-motivated, life-long learners who value being members of a team and are dedicated to providing our clients with the highest level of service. We are seeking new team members to help us build our clients’ capacities to fulfill their missions and achieve their goals. We are looking for talented professionals who share our love for working with nonprofits and who aspire to make a difference in the world. The ideal candidate has experience in the nonprofit sector, preferably in the areas of fundraising and/or nonprofit management.

Job Location: Work will be performed remotely and at the Company office. Meetings will be required at client offices and other locations. Some travel is required.

Time Commitment: This is a full-time salaried position. Some evening and weekend hours will be required to fulfill client needs.

Other Requirements: Soukup Strategic Solutions is a drug-free workplace, and a pre-employment drug test is required. A valid driver’s license, a clean driving record, and personal automobile insurance are required.

Purpose: Responsible for assisting with the coordination of service delivery and consultants.

Job Tasks

Coordination of Consultants

• Maintain records of consultant availability, assigned projects, and hours
• Track completion of consultant administrative work
• Provide administrative and fundraising support as assigned for consultants (donor screenings, CRM list pulls, document reviews, etc.)
• Attend monthly consultant meetings and take minutes
• Track completion of consultant strategic work (quarterly reports, benchmarking/reporting for clients, etc.)
• Assist with onboarding new consultants
• Ensure outlined processes are followed in a timely manner
• Prepare project agreements and process templates for newly assigned/amended consultant work
• Assist with scheduling kick-off meetings for consultant-assigned work

Client Service Coordination

• Schedule meetings and prepare agendas for the Director of Client Services as needed
• Serve as lead for maintaining organized file structure and up-to-date resources for service delivery
• Regularly review client scope of services to ensure completion and delivery of services
• Assist with client onboarding

General

• Provide support for employees and consultants as needed to ensure a positive client experience.
• Participate in professional development activities to acquire knowledge and develop skills
• Keep track of and report time using Company time tracking systems
• Meet with supervisor.
• Assist with the preparation of reports for consultant work and client service delivery
• Collaborate with other Company employees, consultants, and interns
• Other general duties in support of the Company’s consultant work and service delivery.

Work Context

• Includes traveling to various locations on and off site
• Requires use of electronic mail
• Requires meeting strict deadlines
• Requires work with external customers or the public
• Requires competition or awareness of competitive pressures
• Requires working indoors in environmentally controlled conditions
• Requires telephone conversations
• Mistakes are not easily correctable and have serious consequences
• Requires face-to-face and online discussions with individuals or teams
• Requires coordinating or leading others in accomplishing work activities
• Requires being exact or highly accurate
• Requires making decisions that impact the results of co-workers, clients, or the company
• Opportunity to make decisions without supervision
• Requires interfacing with a computer
• Requires writing letters, memos, articles, and reports
• Requires work with others in a group or team

Education and Experience

Education:

• Bachelor’s Degree required

Experience:

• Experience in non-profit advancement required (2+ years preferred).
• Demonstrated professional experience in non-profit administration (2+ years preferred).

Specific Knowledge / Skills Required:

• English language and grammar skills
• Excellent customer service skills
• Ability to meet aggressive deadlines on multiple projects
• Excellent communication skills
• Excellent proofreading skills
• Proficiency in MS Word, Outlook, Excel

Specific Knowledge / Skills Preferred:

• Demonstrated knowledge of the donor development cycle
• Demonstrated knowledge of fundraising principles and ethics
• Demonstrated knowledge of fundraising function
• Experience with fundraising and/or constituent management software
• Zoom, Teams, WebEx