23 jobs found in New Canaan, CT

The Customer Service Associate will provide professional, timely, and accurate responses to donors’ queries via email or phone, ensuring that donors are treated respectfully and with due diligence related to Grassroots, Annual Giving, and Major Gifts. In addition, the Customer Service Associate will be pro-active regarding donors’ automatic credit card payments, voicemails, emails, database updates and any correspondences incoming during non-business hours. Duties and Responsibilities include but are not limited to: Meeting service performance and transaction standards for Customer Service and striving to improve efficiency and effectiveness. Answer telephones; provide positive initial contact and follow-through to meet requests or solve donor concerns, as well as “upsell” when opportunity arises. Handle donor correspondences (i.e., voicemails and emails). Record phone donations and deliver the appropriate forms to the Data Processing Center for processing....

The Legal Assistant will provide vital administrative and legal support to the Planned Giving & Estates Department, ensuring efficient processing of gifts from estates in which the organization is a beneficiary. Duties and Responsibilities  Track and manage the status of approximately 250 estate files in CRM (customer relationship management) system, ensuring timely updates and accurate record-keeping Maintain and organize documents in electronic document filing system for easy retrieval and reference Open new estates, analyzing Notices of Probate and other legal documents to determine the nature and extent of the bequest to the organization Enter and update data in CRM throughout the estate administration process, ensuring accuracy and completeness Identify issues that require follow-up by supervisor and escalate as necessary Communicate with estate's legal representative to obtain necessary documents and information; request status updates and follow up...

To provide administrative support to the Human Resources department Duties and Responsibilities include but are not limited to :             Handle all administrative tasks of the office, including screening calls, handling incoming mail, setting up meetings and maintaining department files and supplies. Maintain calendar for Chief Human Resources Officer Respond to and direct inquiries from staff, volunteers and internal/external callers Process employee information in the HRIS system Process vendor invoices Responsible for procuring and orienting temporary employees including obtaining sign-off on time sheets and processing billing Handle labor law posters for the organization to ensure compliance Prepare materials for various audits as requested Other duties as assigned

The Senior Salesforce Business Analyst ensures that the Operations Division’s systems/processes conform to best practices and maximize the use of all Salesforce related functions/applications to promote efficiency and standardization in the Division’s operations as well as throughout the country.    Duties and Responsibilities include but are not limited to  Liaise with the organization’s divisions/departments to assess the operational impact, including risk assessment, of any planned new programing and integration with the Salesforce platform. Document process workflows in current state. Identify areas for organizational efficiency. Translate common language business terminology into technical terminology. Assist with project management related to Sprint planning, backlog grooming, and Sprint reviews. Communicate progress on a weekly basis to key leadership. Provide quarterly updates to the Governance Committee to help prioritize efforts. Maintain system architecture...

Parent Coaches report directly to their Program Supervisor. Working in a hybrid model – both virtually as well as in-person across New York City – they partner with families to deliver the Attachment and Biobehavioral Catch-Up (ABC) program. The parent coach provides positive, in-the-moment feedback to  help the caregiver develop new patterns of responsive parenting. They ensure that all families referred to the ABC program receive high quality support, and that all efforts are consistently documented and tracked within Power of Two’s data system.   Primary Responsibilities ABC Delivery Prepare for and facilitate in-home and virtual sessions for a caseload of 10-15 families Deliver ABC content and explaining research on the intervention in an accessible, engaging way to support development of responsive parenting skills Provide feedback, both in-the-moment as well as via video clips, to highlight...