• Handles communications from prospects, clients, internal resources and strategic partners related to the intake, processing and delivery of products and services.• Prepares communications to clients and strategic partners containing all required documentation for intake of new work opportunities.• Reviews submitted intake for completeness, coordinating with clients/strategic partners to obtain additional information necessary, and forwards completed materials to appropriate departments (within company or at strategic partners) to commence work requested.• Performs review of completed work to identify associated cost.• Creates communications to clients that include work product and additional relevant materials for potential post-work cross sales opportunities in compliance with company rules and procedures. • Assists other operations personnel in constant review of actual process flows, communications and materials to assure quality standards are met• Maintains departmental documents in electronic database (Salesforce.com)• Prepares timely and accurate client reports • Performs monthly and quarter-end closing activities

•Served as liaison to donors and other members of the community.•Established, maintained, and continually re-evaluated protocol and priorities for handling donor needs to utilize Client Services resources to have the greatest impact on donor retention.•Completed all updating and maintained accuracy of donor and client database.•Audited data entry of other employees to ensure accurate entry and appropriate follow-up with donors was being completed.•Identified gaps, redundancies, and other issues with categorization of donor and community member feedback and used to complete employee training.•Team lead on projects designed to improve donor and community member retention.•Head of committee responsible for implementing and re-evaluating training programs for use within the organization and employee recognition programs.