Account Coordinator

About GiveBridge

GiveBridge specializes in connecting charitable organizations with donors through meaningful, authentic interactions that promote sustained giving. As a prominent leader in face-to-face fundraising, we assist nonprofit partners in acquiring dedicated monthly donors, enhancing brand visibility, and developing sustainable fundraising initiatives that generate lasting benefits. Our core mission is to empower charities to expand their support systems and drive impactful change.

Position Summary

The Account Coordinator plays a pivotal role in supporting the management and operational activities of client accounts within a diverse portfolio of nonprofit partners. Collaborating closely with the Client Services team, this position provides essential administrative, reporting, and project coordination assistance, allowing Account Managers to concentrate on strategic leadership, program effectiveness, and relationship development.

Key Responsibilities

• Deliver day-to-day administrative and operational support to the Client Services department.
• Coordinate client requests across departments to ensure timely and accurate execution of deliverables.
• Monitor progress of assignments, follow up with relevant stakeholders, and verify task completion.
• Maintain comprehensive and organized client documentation and account records.
• Collect and organize details regarding donor complaints and client inquiries, including fundraiser and manager statements.
• Prepare complaint documentation for review by Account Managers and clients.
• Maintain complaint tracking systems and oversee resolution timelines to guarantee prompt responses.
• Conduct quality checks on recurring client reports before distribution to ensure accuracy.
• Manage performance trackers and supporting data files diligently.
• Assist in the creation of presentations, reports, and materials for client meetings and business reviews.
• Coordinate meeting logistics, prepare agendas, and compile necessary materials.
• Document meeting notes, capture action items, and outline next steps clearly.
• Track project milestones and deliverables, assigning ownership and deadlines appropriately.
• Follow up on pending action items to ensure timely completion.
• Collaborate with field operations and nonprofit partners to manage program logistics, materials, and schedules.
• Disseminate internal communications, training materials, and operational updates within the teams.
• Maintain organized records of agreements, approvals, and program documentation.
• Facilitate cross-functional cooperation to maintain a seamless client experience.

Qualifications

• Between 1 and 3 years of experience in client services, account coordination, operations, project coordination, or administrative support.
• Highly organized with the capacity to juggle multiple responsibilities in a rapid work environment.
• Exceptional attention to detail and dedication to accuracy.
• Strong verbal and written communication capabilities.
• Proven reliability in completing tasks and meeting deadlines.
• Comfortable working with data, spreadsheets, reporting tools, and performance trackers.
• Ability to manage confidential client and donor information with discretion and professionalism.
• Prior experience in nonprofit organizations, fundraising, agency settings, or customer-facing roles is advantageous but not mandatory.
• Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint.