Call customers to encourage professional learning sessions.
Support scheduling requests, logistics, and tracking for the Customer Implementation team.
Maintain accurate data in Salesforce and Excel, and communicate clearly with internal teams.
Renaissance is a global leader in pre-K–12 education technology, helping educators analyze, customize, and plan personalized learning paths for students. Its solutions are used in over one-third of US schools and in more than 100 countries, with employees who exemplify values like trust, winning together, and striving for the best.
Provide service-oriented support to Development, Finance, and program teams by maintaining accurate, timely gift data in Salesforce.
Serve as the go-to resource for fundraising data questions, fielding ad hoc requests and resolving discrepancies.
Enter donor gifts, process acknowledgments, and support data import, reconciliation, and reporting.
The Good Food Institute is a nonprofit think tank working to make the global food system better for the planet, people, and animals. Powered by philanthropy, it is an international network of organizations advancing alternative proteins with a collaborative and inclusive culture.
Support the administration of the Zero Emission School Bus and Infrastructure Incentive Project, a $500 million initiative.
Serve as the first point of contact for technical elements, including data collection and managing approved products and vendors.
Provide exceptional customer service to applicants, explaining complex processes and requirements.
CALSTART is a mission-driven industry organization focused on transportation decarbonization and clean air for all. For over 30 years, it has worked with businesses, governments, and communities to develop and implement zero-emission transportation solutions, and offers a supportive culture with a tight-knit team of world-class innovators.
Own each case from proposal to funding, running compliance-critical OFAC/AML checks and managing documentation.
Drive applications through underwriting and coordinate funding logistics including EFT, checks, and 401(k) rollovers.
Operate within a defined administrative lane while keeping agents and clients updated throughout the process.
Ethos is a leading life insurance technology company democratizing access to life insurance and empowering agents at scale. Ethos is dedicated to building a diverse, inclusive and authentic workplace.
Manage Adam's calendar, including booking, confirming, and rescheduling client meetings while maintaining a quarterly cadence.
Monitor and manage Adam's email inbox, ensuring timely responses and coordination with internal operations staff.
Keep the CRM (Salesforce) updated with client notes and occasionally handle client phone calls with a professional, personable style.
An independent financial planning and wealth management practice operating on the Ameriprise broker-dealer platform, focusing on portfolio construction and management. The team is small, led by advisor Adam Novak, with a culture of proactive client service and operational efficiency.