Client Setup and Support Coordinator (Temp) (Remote)

Contributor Development Partnership, PBC; Boston (MA); Remote; USD 21,000 - 22,000; Full time

Job summary

CDP is seeking a Client Setup and Support Coordinator (Temp) to ensure an exceptional client experience through the support ticket lifecycle. You will review and action user setup and deactivation while maintaining accuracy across CRM systems and adhering to SLAs.

This temp role emphasizes collaboration with clients, partners, and internal teams to promote client success and service efficiency. A strong focus on documentation and process improvements is expected.

Qualifications

• Associate's Degree or equivalent work experience preferred.
• Strong customer-service and communication skills required.
• Ability to work with clients and internal partners under pressure.

Responsibilities

• Review and action user setup and deactivation requests.
• Maintain accuracy of contact records in Salesforce and Revolution CRM.
• Communicate proactively to ensure SLAs are met.
• Provide data-driven contributions to knowledge base.
• Collaborate with teams to improve CRM processes and security.
• Escalate issues timely and suggest process improvements.
• Coordinate handoffs to other internal teams as needed.
• Support multiple projects and cross-functional initiatives.
• Assist with ongoing service delivery and client success.
• Perform other duties as assigned by management.

Skills

Customer service

Clear communication

Adaptable

Independent work

Troubleshooting

Interpersonal skills

Written communication

Cross-functional

Education

Associate's Degree or equivalent

Tools

Salesforce

Revolution CRM

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Setup and Support Coordinator (Temp) (Remote)

Associate Boston, MA, US

2 days ago Requisition ID: 1194

Salary Range: $21.00 To $22.45 Annually

Client Setup and Support Coordinator- Full Time (Temp)

Our Organization

CDP, a Boston-based public benefit corporation, uses the collaborative fundraising model to improve the operational efficiency and revenue generation capacity of the public media system. CDP currently provides more than 230 NPR and PBS public media organizations (PMOs) with outsourced marketing, data analytics, fundraising, and technology services. These services help PMOs raise more net income, grow their donor files faster, lower their fundraising costs, and free up development talent allowing stations to better focus on local engagement. Since its inception, CDP has delivered more than $1 billion in membership revenue for local PMOs participating in its services and has become the most widely adopted Public Media service in the history of public broadcasting.

Just as CDP is committed to supporting public media organizations around the country, we are equally committed to supporting each of our team in their own professional development.

The Client Setup and Support Coordinator will help ensure an exceptional client experience throughout the support ticket lifecycle. This individual is responsible for reviewing and actioning all user set up and deactivation requests while meeting service level agreements and escalating where necessary. This role works collaboratively with clients, partners and internal teams, promoting client success and ensuring the highest standards of service. This is a temporary role that may lead to a permanent position based on business needs and performance.

Key Responsibilities:

• Build and maintain a positive client experience through the entire support ticket lifecycle through timely communication and proactive follow-up.
• Promote client success by cultivating collaborative relationships, managing client expectations, and ensuring adherence to Service Level Agreements (SLAs) for support tickets.
• Handle user set up and deactivation with precision, maintaining accuracy across all relevant systems (Revolution CRM, Salesforce) while adhering to established processes and best practices.
• Create, update and maintain contact records in Salesforce and user records in Revolution CRM to keep date accurate and complete.
• Contribute to the company-wide knowledge base by referencing existing material and combining resources into cohesive and accessible documentation for both clients and internal teams.
• Flag recurring issues, data inconsistences or process gaps and share with the appropriate partners for follow-up.
• Ensure clear, timely handoffs to other internal teams that are part of related user set up processes.
• Work with multiple business teams and outside partners to improve CRM processes ensuring security compliance,
• Ensure timely escalation of potential issues and proactively suggest and implement process improvements to enhance service efficiency
• Perform other duties and responsibilities as assigned by the Manager and/or Director

Qualifications:

• Excellent customer service and support skills
• Ability to communicate clearly and professionally with clients and internal partners, even under pressure or in quickly evolving situations
• Flexible and adaptable to changing priorities and projects
• Ability to independently and collaboratively tackle general issues, identify effective solutions, and provide feedback on business requirements
• Strong technical troubleshooting skills with the ability to explain and resolve issues for clients
• Highly developed interpersonal skills; friendly, upbeat attitude and professional demeanor
• Excellent verbal and written communication skills to effectively translate technical concepts to non-technical audiences
• Proven success in dynamic, fast-paced environments, managing multiple tasks and collaborating with cross-functional teams

Educational Requirements:

• Associate's Degree orequivalent work experience preferred.

Commitment to Inclusion

We strongly encourage individuals from historically marginalized and underrepresented groups to apply, even if you don’t meet every qualification. We value diverse perspectives, lived experiences, and commitment to public service.All CDP people have unique talents and experiences that create our company culture where we can all thrive and bring our whole selves to work each day.

Successful candidates will identify easily with a set of character attributes, as listed below:

• Inclusive mindset: You embrace and demonstrate an inclusion mindset and role model these behaviors for the organization.
• A Communicator: You possess strong communication skills and have great customer service skills; you like people and want to help.
• A Critical Thinker: You regularly look for ways to find efficiencies, innovate, and make improvements where you can.
• Process Oriented: You’re able to understand, work in, create, and improve processes.
• A Collaborator: You’re a team player willing to help where needed; a relationship builder whose can-do attitude inspires others; you actively share your job knowledge with team members.
• Someone Who Seeks to Learn: You are eager to listen, study, and learn new things quickly; you are resourceful and are open to regularly accepting and growing from feedback.
• Enterprising: You have proven success working in a fast-paced and changing environment; you have a strong work ethic and are excited to add value to the organization and its mission.

CDP is proud to be an equal opportunity workplace and employer. We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, national origin, nationality, immigration status, citizenship, religion or religious creed (or belief, where acceptable), sex/gender, sexual orientation, gender identity and gender expression, pregnancy, marital status, age, citizenship, marital status, handicap or disability, genetic information or characteristics (or those of a family member), Veteran or military status, political belief, or socio-economic status. CDP does not discriminate against individuals on the basis of those characteristics or any other characteristic protected by law.

CDP provides reasonable accommodations for applicants with a disability in completing job application procedures. Please notify CDP Human Resources in advance so necessary arrangements can be made. If you need assistance or accommodation due to a disability, you may contact us at [e-mail] .