Customer Support Representative

ROCS Grad Staffing; Washington (District of Columbia); On-site; USD 40,000 - 55,000; Full time

Job summary

ROCS Grad Staffing seeks a proactive outreach and customer service coordinator for a national nonprofit partner. You will explain eligibility criteria and assist with the online application.

Responsibilities include reviewing nonprofit submissions for eligibility, communicating findings by phone and email, and tracking deadlines.

Strong communication and data-entry accuracy are essential in our collaborative team.

Qualifications

• High School diploma or GED; bachelor’s degree preferred.
• 1+ year of customer service, data entry, clerical or administrative experience.
• Proficient with Outlook, Teams, Word and Excel.
• Ability to interpret and communicate complex information to diverse audiences.
• Strong organizational and record-keeping skills.

Responsibilities

• Explain partnership criteria to nonprofit partners clearly by phone and email.
• Troubleshoot and assist nonprofits during eligibility process using online system.
• Review nonprofit applications for eligibility and gather program data, IRS Form 990, and financial statements.
• Document findings and communicate outcomes to partners.
• Track status of applications and meet deadlines.

Skills

Customer service

Interpersonal skills

Organizational skills

Data entry

Communication skills

Education

High School diploma or GED

Bachelor's degree

Tools

Microsoft Outlook

Microsoft Teams

Microsoft Word

Microsoft Excel

Job description

We are a national and well-recognized non-profit organization looking to expand our partnerships. You will provide outreach and customer service to nonprofits regarding the submission of partnership applications, complete a thorough review of each, and follow up as necessary.

Responsibilities:

• Effective verbal and written communication of our partnership criteria to nonprofit partners and interested organizations
• Utilize the online application system to troubleshoot and provide assistance during the nonprofit eligibility process
• Conduct a comprehensive review of assigned partner eligibility applications to ascertain if our partnership criteria are met, which includes a detailed and thorough review of each nonprofit’s programmatic information, IRS Form 990, and financial statements
• Clearly document and communicate findings to nonprofit partners and new organizations by phone and email
• Ensure nonprofit partners and organizations are aware of deadlines and work with them to address application deficiencies
• Track the flow and status of assigned partner eligibility applications
• Respond to email inquiries
• Maintain written correspondence by preparing and filing documentation
• Enter collected documents and data into the applying organization’s online application
• Use the information collected in the partner eligibility application process to complete, assemble, and review documentation
• Perform additional administrative tasks as needed

Requirements:

• High School diploma or GED required; bachelor’s degree (preferred)
• Familiarity with IRS Form 990 (preferred but not required)
• Intermediate proficiency in utilizing Microsoft Outlook, Teams, Word, and Excel is required
• Minimum 1+ years of previous customer service, data entry, clerical or administrative experience required
• Ability to understand, interpret, and communicate complex information to a diverse audience
• Strong organizational and record-keeping skills
• Strong customer service and interpersonal skills