Customer Service Specialist

Overview A mission-driven nonprofit organization is seeking Seasonal Donor Relations Associates to support operations during the peak giving season. This organization focuses on donor-advised funds , allowing individuals to contribute to a charitable account and recommend donations to supported organizations over time. This role is ideal for candidates who thrive in a fast-paced, customer-facing environment and enjoy assisting clients, financial professionals, and donors with account-related inquiries. Key Responsibilities Serve as the primary point of contact for donor and client inquiries via phone and email Manage a high volume of interactions: ~60% Salesforce case management (inquiries, tracking, and follow-up); ~40% inbound phone support Assist donors with: Account login and navigation Understanding how to use the online platform Completing forms and recommending donations Communicate with donors, financial advisors, and banking partners across multiple platforms Accurately document all interactions in Salesforce Troubleshoot issues across different systems and processes Escalate complex issues and ensure timely follow-up Participate in training sessions, kickoff calls, and team meetings Support extended hours and increased volume during peak season A Day in the Role Logging into phone systems and handling inbound donor calls Managing Salesforce cases and tracking open inquiries Assisting donors with account access and platform usage Collaborating internally to resolve questions Delivering a high-quality, donor-first customer experience Qualifications 1–3 years of customer service experience (required), ideally in: Call centers Retail or client-facing roles Strong communication skills (clear, confident, and professional) Detail-oriented with strong organizational skills Ability to problem-solve and navigate multiple systems Comfort interacting with high-net-worth individuals and external partners Ability to learn new systems quickly (Salesforce experience is a plus) Tech-savvy and able to assist less technical users Positive, engaging, and professional demeanor Schedule & Hours Monday–Friday Most common shift: 8:30 AM – 5:00 PM Additional start times between 8:30 AM – 10:30 AM Peak season (December): extended hours up to 11:30 AM – 8:00 PM Onsite training in July in Jenkintown, PA Office relocation to Conshohocken, PA in August Business casual work environment No scripts — emphasis on natural communication and critical thinking Team supported by multiple supervisors involved in training and development What Success Looks Like Strong, confident communication with donors and partners Ability to quickly learn and navigate systems like Salesforce Delivering an efficient and positive client experience Staying organized and detail-oriented during high-volume periods Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers #J-18808-Ljbffr LHH