Happiness Associate – Capital Campaign consulting support

This is a remote-only position. Applicants should be
willing to work on US Eastern time zone.

Key Duties

• Provide orientation to new clients
• Support and check in on clients who aren’t fully using the
  available services
• Manage “happiness gifts” to clients who have something to
  celebrate, or need encouragement
• Complete exit interviews for departing clients
• Format and manage client-facing reports in coordination with
  clients’ advisors
• Support Director of Client Happiness with execution of special
  projects (i.e. new programs and services)

Skills and Attributes Needed

• Strong customer service instincts
• Superb attention to detail, natural problem solver
• Ambitious self-starter, terrific sense of humor, tech
  savvy
• Familiarity with the inner workings of the non-profit sector;
  capital campaign awareness a plus.

Location, Time Commitment and Compensation

• This is a part-time position, with potential for
  growth.
• Time commitment will vary each month from 25-50 hours each
  month. Most weeks you’ll work 5-10 hours
• We are a remote-first company, which means you can work from
  anywhere.
• Internal work can be done on a flexible schedule, but
  reasonable availability for work with clients within 9am-5pm EST is
  a must.