Client Technology Assistant

Arabella Advisors

About the organization

Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.

Duties

Essential Responsibilities
Case Management for MO via Zendesk ticketing system
Respond to all level 1-3 requests (both internal and client facing issues)
Assign all other requests; ensure timely response to all requests
Elevate FAQs for broader solutions
Training administration
Training logistics: Sending out invite to project users, monitoring training sign up list, training credentials, delivering training materials & surveys
Technology Systems General Support
Audit current fields & previous fields: cleaning up historical data
Catalogue system changes
Payment Processing: recurring donor management, refund management
Concur Reporting: Project/Account team requests on total employee detail
Portal management: Password reset, permission check, project page setup
Tech procurement administration: Fulfilling preferred vendor purchases, answering process related questions, facilitating billing issues with account teams
Permissions administration: Updating user access in MNPO portals, updating user access in GSP/GRP, troubleshooting access via screenshare
Preferred Online Fundraising platform: Fielding project inquiries after they reviewed the preferred platform documentation, tax acknowledgement
Online Fundraising Reporting: Pulling monthly reconciliation reports & custom reports
Tech Support for Managed Nonprofit Organizations (MNPO) Executives: Document and troubleshoot tech issues for MNPO executive team
Support grants and contract management process

Qualifications

To be successful in this role you’ll need:
Associate’s Degree and two years work experience or Bachelor’s Degree preferred
Excellent written and oral communication skills
Strong entrepreneurial spirit and resourcefulness in problem solving
Superior attention to detail
Outstanding organization and prioritization skills - ability to manage multiple demands, projects and deadlines in a fast-paced environment
Interest in using technology as a solution
Experience or interest in philanthropy, nonprofits, foundation operations and management

Application instructions

Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.

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