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Client Services Account Representative & Survey Administrator/Assessment Services Representative

Employer
BoardSource
Location
Washington D.C.
Closing date
Feb 24, 2019

Join our highly collaborative, inclusive, and fun staff to help us magnify the impact of all nonprofit missions by strengthening and inspiring board leadership. BoardSource is the recognized leader in nonprofit board leadership and supports, trains, and educates nonprofit leaders from across the country and throughout the world. With more than three decades of experience, BoardSource provides leaders with an extensive range of tools, resources, and research data to increase board effectiveness and strengthen organizational impact. It also serves as the national voice for inspired and effective board leadership. If you are passionate about the nonprofit sector, highly organized, customer focused, and want to work for an organization named one of the Best Nonprofits to Work For by The Nonprofit Times, this could be the right role for you!  We are searching for a detail-oriented, positive-minded, technology-savvy, client support professional to join our assessment services team in our DC office.

Our Assessment Services Account Representatives provide online survey administration and client support via phone and email to members who purchase our online assessment survey tools. These individuals manage the full survey process — including sale, setup, customization (when applicable), launch, technical assistance, and report generation — for clients who conduct any variation of a board self-assessment survey, chief executive assessment survey, or a custom survey project using BoardSource’s online survey tools. Strong team-based customer service skills for both e-mail and phone-based support are a must. As the survey administrator, this person provides clear instructions for all steps related to administering the online survey, assists customers with customizing the survey tool as needed, and answers questions related to our nonprofit governance assessment tools. The ideal candidate is highly organized and responsive to customer needs with a detailed and methodical approach to day-to-day processes and to troubleshooting customer issues related to online products. The representative is responsible for tracking daily activities related to client accounts.

We are seeking a customer service-focused individual who is service oriented and a strong team player. The ideal candidate possesses a bachelor’s degree or equivalent experience with 1-3 years of customer service, account management or administrative support experience, and a true passion for the nonprofit sector. This individual must have strong written and verbal communication skills and ability to professionally interact with current and prospective customers, nonprofit staff, board members, and BoardSource staff. This position requires an attention to detail to be successful in managing multiple survey projects and clients. The ability to identify and implement process improvements is a plus. Candidates must possess solid computer skills and be comfortable working in Web-based survey environment (BoardSource currently uses Qualtrics Research Suite, Vocalize, & 360 platforms for survey administration). Strong Microsoft Excel skills are desirable.

If you, like us, believe in the critical role of boards to organizational success, and want to join an organization with a collaborative, results-driven culture, please apply at: https://boardsource.org/about-boardsource/join-our-team/job-openings/

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