Client Services Associate

• 43 - 59 USD per Hour
• Full Time
• Posted : 2 months ago

EL EDUCATION

CLIENT SERVICES ASSOCIATE

Location: Remote, US - Accommodating East Coast Time; up to 20% national travel required

Status: Full Time

ORGANIZATION

EL Education is a national nonprofit that partners with educators to transform K-12 schools and districts into hubs of equitable opportunity. Guided by a multi-dimensional vision of student achievement, we support all students to cultivate their unique genius and contribute to a better world. EL Education offers research-proven resources and practices, including the acclaimed EL Education K-8 Language Arts curriculum, Core Practices, and aligned professional learning. EL Education was founded in 1991 and currently serves 450,000 students in diverse communities across the country. Learn more at ELEducation.org.

OPPORTUNITY

The Client Services Associate is a member of the Business Planning Team (BPT) providing administrative support to internal and external partners. The Business Planning Team, a division of the Business Operations Team, is led by the Director of Business Planning, to whom the Client Services Associate will report. The Client Services Associate will be assigned to work with Directors on the Partnerships and/or District Partnerships teams. The Client Service Associate will support their assigned Directors in the areas of document creation and tracking, data management, task management, and internal and external communications (by phone, email, and teleconference).

RESPONSIBILITIES

Collect, maintain, and analyze data to support professional learning partnership work (30%)

• Gather information and materials from internal and external partners about clients, staffing, and financial matters
• Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the information)
• Ensure data is being entered and communicated in an accurate and holistic manner
• Meet regularly with assigned Partnership Directors to review relevant data and outstanding tasks
• Generate and publish reports using data from Salesforce

Communicate effectively with external and internal partners (30%)

• Respond to inquiries from internal and external partners in a timely, informative, and professional manner, or route the inquiry to the appropriate person for response
• Support sales- and business-specific processes to effectively and efficiently prepare for the delivery of high-quality professional development by the Partnerships and/or District Partnerships teams

Create, track, and support documents for external professional learning partnerships (20%)

• Collaborate with partners to identify the needs and parameters for documents (such as service proposals and contracts)
• Generate contracts using predefined templates, or facilitate the completion of contracts and other documents sent over by external partners
• Track documents throughout contract duration, maintaining updates as needed

Facilitate invoicing of external partners for professional learning partnerships (15%)

• Coordinate with special billing partners to establish their billing standards
• Compile data related to invoicing for special billing partners from Partnership team staff and Salesforce
• Convey special billing information to the Accounts Receivable team for invoicing purposes
• Follow up on any outstanding invoices

Be Crew (5%)

• Share feedback related to practices and systems with the Director of Business Planning to continuously improve the function of the team.
• Partner with other departments and stakeholders across the organization to support each others’ work and contribute to the broader success of EL Education

QUALIFICATIONS

Traits & Competencies

• Organization: Able to execute on multiple partnership needs, tasks and due dates without missing deadlines. Time-management and attention to detail is essential.
• Customer Service Orientation: Builds strong relationships with external and internal partners, with an emphasis on customer satisfaction.
• Solutions-Focused: Proactively develops solutions to issues affecting individual and team efficiency. Independently finds solutions to complex problems that arise in their work, and then shares best practices with the team

Skills and Experience

• 2+ years experience providing proactive communication and related services to clients required
• 1+ year experience with entering data into a central repository required; Salesforce CRM experience preferred
• Google Suite and MS Office proficiency required; Adobe Acrobat experience preferred
• 4-year college degree in business, marketing, economics or education-related field or 2-year degree with specialized training in business preferred

COMPENSATION AND BENEFITS

The starting salary range for this position is $43,000 - $59,400 annually. We offer a wide variety of benefits, including paid time off, 403b match, paid parental leave, medical/dental/vision insurance, and more.

This position is remote (US) with up to 20% domestic travel. The ability to work primarily on East Coast time is preferred but not required.

Proof of COVID-19 vaccination is required for employment, absent an approved medical or religious accommodation.

EL Education seeks individuals of all diverse backgrounds to apply for this position. We are committed to maximizing the diversity of our organization and want to engage all those who can contribute to this effort. EL Education provides equal employment opportunities for all applicants and employees and prohibits discrimination with respect to the hiring or promotion of individuals, conditions of employment, disciplinary and discharge practices, or any other aspect of employment on the basis of sex, race, color, national origin or citizenship status, age, religion, sexual orientation, marital status, pregnancy and parental status, HIV status, gender identity and expression, status with regard to public assistance, status as a veteran, or physical or mental disability or any other factor which cannot lawfully be used as a basis for an employment decision

Skills

• Client Liaison
• Client Relations
• Client Services
• Communication