Manager, All Inclusive clients- Charity Management

Job title: Manager, All-Inclusive Clients – Charity Management

Main purpose of the role:

To deliver best in class service as Account Manager for All-Inclusive Charity Management clients

Hours: Up to 5 days/week

Works with: Charity Management Team, Finance Team,Chapel & York Management Team

Reports to: Head of International Philanthropy

Key responsibilities:

· Serve as Account Manager to All-Inclusive Charity Management clients, addressing queries, problems and requests; act as primary point of contact

· Engage with other staff on behalf of the client as required to facilitate completion of tasks and responses to queries.

· Direct enquiries from clients to appropriate Charity Management staff regarding legal and regulatory, financial and governance matters.

· Review of fundraising/marketing/communications materials for All-Inclusive clients to ensure IRS compliance and US market appropriateness.

· Attend client board meetings upon request.

· Take minutes at client board meetings if required or review board minutes for IRS compliance.

· Proactively engage with clients to offer assistance, share relevant developments in the US charity sector and ensure satisfaction with service delivery.

· Advise clients on general best practice and streamlining of operations.

· Assist with setting up internal procedures and controls such as responsibility task-lists and sign offs for All-Inclusive clients.

· Keep accurate records of time spent for current clients and prospective clients.

• Engage with Chapel & York’s content and the general charity community through LinkedIn and other social media

· Update current and prospective client records in Zoho, ShareFile and other management systems

The above is not an exhaustive list and there may be other ad hoc duties required as and when.

Key skills and competencies:

· Excellent attention to detail

Excellent client service skills

· Experience with CRM systems

· Ongoing interest and engagement with the worldwide Charity Sector

· Exceptional self-motivation, with the ability to learn quickly and take on tasks outside of skill set

· Strong organisational and well-developed communication skills,

· Demonstrated ability to build effective working relationships with internal departments.

· Excellent ability to work independently with remote oversight and under pressure and to set own priorities as appropriate and a capacity to meet deadlines

· Proven ability to work as part of a global team; occasional communications outside of regular office hours maybe required due to co-ordination across time zones

Policies and procedures:

You must comply at all times with Chapel & York’s rules, policies, and procedures. They do not form part of your contract. We may review, revise, amend or replace their content and introduce new rules, policies and/or procedures at any time. You will be notified in advance of any changes.