Customer Service Associate

Foundation List
Milwaukie, Oregon
Full-time

Description

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.
  • Provide instruction to callers on how to donate by mail or online.
  • Research and solve donor(s) issues.
  • Provide information to units, members, donors and prospective members / donors on current programs.
  • Follow up on rejected credit card transactions and credit cards that are about to expire.
  • Outreach to donors on fundraising matters and demographic information as required. Complete short-term assignments.
  • Maintain and update Salesforce database as necessary.
  • Other duties as required

Required Knowledge, Education or Experience

  • BA or 1-3 years equivalent experience.
  • Ability to work with both professional staff and volunteer leadership
  • Excellent problem-solving skills, positive attitude with professional communication skills.
  • Ability to transition easily from one activity to another.
  • Ability to multi-task, managing multiple concurrent projects, while meeting deadlines under pressure.
  • Excellent organizational skills and the ability to pay close attention to detail.
  • Ability to work independently, as well as in a team environment.
  • 30+ days ago
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