Client Technology Assistant, Managed Organizations job in Durham

The Client Technology Assistant role offers a unique opportunity to be part of a small team with a distinct scope of work and plenty of opportunities to learn and grow. The Managed Organizations Technology Team (MOTT) is collegial & collaborative and we strive to find the joy in our work and our connection with each other. Unique opportunities include client-facing work, mentorship from MOTT members, and building a deep knowledge of MO tech systems. Specific technical expertise and/or experience is not required; the role needs someone who strategically approaches work, is proactive in identifying and suggesting solutions, and desires to improve work and process flows.

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

• Other client project support
• Support grants and contract management processes
• Maintain project data in various technology systems
• Track, code, and prepare incoming donations and outgoing payments
• Gather documentation and manage data entry for new project staff

To be successful in this role you’ll need:

• Associate’s Degree and two years work experience or Bachelor’s Degree
• 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

Our Core Competencies:

• The ability to provide excellent, reliable service, including the ability to effectively recognize and elevate potential challenges, gather the information necessary to create and carry out solutions, and support those solutions with clear communications and thorough follow up
• The ability to manage time, resources, and priorities to complete tasks on time with high-quality results
• The ability to be a positive and professional liaison for stakeholders such as clients, team members, and senior leaders, including understanding how the role relates to those stakeholders and how to gather information and resources from them in order to achieve certain goals
• The ability to communicate clearly, concisely, and professionally to various audiences over various mediums
• The ability to effectively collaborate, including a willingness to go above and beyond to help the team achieve goals, solicit others’ perspectives, share knowledge, and participate in activities that support diversity and inclusion
• A demonstrated eagerness to learn and take on new challenges, including an openness to direction and feedback and a willingness to ask questions
• The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, and to be resilient when things become difficult

About Arabella Advisors
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.

About Arabella’s Managed Organizations Team
Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement.

Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.

Working with US
We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.

To encourage work/life balance, we offer flexible work options. Our office is an open space with cubicles and informal work areas. Our salaries are closer to the range of a nonprofit and our benefits are excellent. You’ll start with three weeks of vacation, 80 hours of personal time, and 20 hours of paid time to volunteer at an organization of your choice. In addition to seven federal holidays, you get to pick four more from a list of inclusive religious holidays and your birthday. We have a competitive health package that includes medical, vision, dental, and prescription insurance. We also provide funds for professional development, a fitness benefit, and cover part of your personal cell phone plan.

How to Apply
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.