Funding Manager

Conservice; Logan (UT); Ibrido; USD 20.000 - 28.000; Tempo pieno

Descrizione del lavoro

Conservice is seeking a Funding Manager in a hybrid role with in-office days on Tuesday, Wednesday, and Thursday. You will generate fund requests, verify accuracy, and obtain client approvals to initiate payments on client bills. Strong communication and organizational skills are essential to maintain client satisfaction.

The position requires learning new software, independent decision-making, time management, and attention to detail to ensure timely funding processes.

Competenze

• Willingness to learn new software and adapt quickly.
• Ability to make independent decisions to resolve issues.
• Strong time management and prioritization to meet deadlines.
• Self-motivated to identify root causes and resolve client issues.
• Meticulous attention to detail in fund processing.

Mansioni

• Generate Funds requests and verify them for accuracy before sending to clients.
• Obtain client approval prior to authorizing Conservice to pull funds.
• Respond professionally to internal and external communications.
• Maintain high levels of client satisfaction through accurate and timely processing.

Conoscenze

Adaptability

Decision making

Time management

Problem solving

Attention to detail

Formazione

High school diploma or equivalent

Accounting/GL experience (a plus)

Strumenti

Microsoft Excel

Google Docs/Sheets

Descrizione del lavoro

FUNDING MANAGER

Department: Synergy

Location: 5 am - 2 pm, Hybrid (In-office Tuesday, Wednesday, and Thursday)

Wage: $17.35 + Performance based increases

Overview

Funding managers generate fund requests and send them to our clients based on the bills that have been processed. Funding Managers are responsible for receiving approval in order for Conservice to pay bills on the client's behalf. Funding deals with client funds, so great care and attention to detail is required to ensure accurate and timely requests. Funding is a client-facing team which requires communicating in a professional manner.

Responsibilities

As a Funding Manager, you will be responsible for:

• Generating Funds requests and checking them for accuracy before sending to clients
• Obtaining client approval prior to authorizing Conservice to pull funds
• Answering any internal and external communication in a professional manner
• Ensuring overall client satisfaction

Qualifications

• Committed to quickly learn and adapt to new computer software
• Able to independently make decisions to resolve issues
• Able to effectively manage time and prioritize workload to meet deadlines
• Self-motivated to find the root of problems and resolve client issues
• Attention to detail

Education & Experience

• + 6 Months Conservice experience preferred
• Any accounting/general ledger experience a plus
• High school diploma or equivalent
• Comfortable using Microsoft Excel and Google Docs/Sheets
• Clear and professional written and verbal communication