Client Technology Associate, Managed Organizations (Durham, NC or Chicago, IL)

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

•Support Salesforce administration:
-Provide trouble-shooting support for Managed Organizations (MO) clients and account teams
-Run bi-weekly office hours
-Lead staff trainings
-Create reports & dashboards, often by request from leadership
-Identify patterns in requests and where appropriate propose & implement solutions
-Maintain systems documentation and data quality
•Support ongoing enhancements through internal testing Payment Portal support and administration; serve as the first level response to internal and external payment portal inquiries
•Manage and administer monthly Cybersecurity training awareness program
•Be the voice of the customer by diagnosing, analyzing, and troubleshooting advanced technology issues that are assigned through the Zendesk online ticketing system. Escalate and highlight client service priorities to important stakeholders, providing a high-level overview of impact to services and clients
•Contribute to technology knowledge management across MO, which includes building out FAQ/guidance resources for existing and new processes
•Support strong collaboration across the MO Technology team, and with the broader Arabella technology team
•Provide other direct support to fiscally sponsored and incubated projects, including, but not limited to:
-Supporting grants and contract management processes
-Maintaining project data in various technology systems
-Tracking, coding, and preparing incoming donations and outgoing payments

Qualifications

•Minimum two years of work experience (internships and work experience combined); experience in a systems role is a plus but not required.
•Impeccable interpersonal and client relationship/customer service skills
•Strong written and oral communication skills.
•Ability to anticipate needs of clients and raise them to manager and proactively provide materials needed.
•Ability to lead portions of client meetings, with oversight and support.
•Ability to proactively problem-solve in a fast-paced environment.
•Ability to manage up and prioritize tasks when handling competing demands, project work, and deliverables.
•High level of computer proficiency, including Microsoft Office (Word, Excel, PowerPoint), database programs and web-based communications tools.

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.

Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know.

We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.

While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses.

We will review applications as they are received and look forward to hearing from you.

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Equal Opportunity Employment

The posting employer has certified that this announcement complies with Peace Corps’ Equal Opportunity Employment policy:

The Peace Corps is committed to providing equal opportunity to all employees, Volunteers, and applicants for employment and volunteer service. Peace Corps policy prohibits discrimination and harassment because of race, color, religion, sex, national origin, age (40 or over), disability, sexual orientation, gender identity, gender expression, marital status, parental status, political affiliation, union membership, genetic information, or history of participation in the Equal Employment Opportunity process, grievance procedure, or any authorized complaint procedure.


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