Job Description | Registration/Processing & Account Management Specialist

We’re a boutique consulting firm specializing in launching social impact ventures and nonprofits with clients ranging from celebrities and influencers to successful executives and doctors, to awesome people in general. If you’re looking to make an impact, this position may be for you.

We’re seeking an experienced Registration & Account Specialist looking for the opportunity to work with social impact companies and nonprofit clients of all kinds, helping them navigate complex government registration and filing processes. You will be responsible for understanding and communicating government requirements, preparing and submitting applications, and consulting with clients to both meet their predetermined requirements and advise them toward new solutions. The Registration & Account Specialist will work closely with leadership in a team effort to grow individually and as a unit.

Our company is new and growing, so you must be able to work inside of a detailed, proven task set while expressing your natural inclination to to innovate and optimize the process. We’re looking for an entrepreneurial spirit and someone who thrives in a fast paced environment with a significant level of autonomy.

This position requires working directly with our clients to launch their entity by filing government forms including incorporation and EIN, the 501(c) tax-exempt application, and others. Other duties would include documenting processes and contributing to creation of training programs, research, data processing, and managing general administrative duties. There are days we get to “do what we love to do” and days we get to do things that are less sexy and just “get sh*t done.”

Treating customers with appropriate formality and professionalism, while being authentic and real dealing with others with clients and colleagues is a big plus...and here are the most important personal and intrinsic attributes:

• Work ethic; you take pride in your customer service and look to surprise, delight and exceed the expectations of your co-workers and our clients

• Excellence in task and time management with the ability to manage a comprehensive process with multiple moving parts and deadlines while paying attention to every last detail

• Intellectual curiosity and critical thinking; Comfortable and confident in analyzing data, solving problems, and advising a diverse portfolio of clients on next steps and their options

• Proactive learner, with a natural curiosity to understand how things work, from technology to people, and how those systems and interactions may be improved.

• Effective communication skills, including timeliness, detail, simplicity, ease of use, and authenticity

• Observant, socially engaging, and fun to work with

• Coachable - able to reflect and turn feedback into opportunity for self-improvement

• Work ethic; exceptional self-motivation and independence

• Articulate and persuasive written and verbal communication skills

• Conviction - proven ability to lead the client conversation toward a decision to move forward so we can deliver the desired results

Responsibilities:

• Manage the day-to-day process to build customer files for Incorporation, obtaining EIN, applying for 501(c)3 Tax-Exempt Status with the IRS, unemployment, and other state and federal agency application processes

• Provide exceptional support and advice to customers using company tools, resources, knowledge, and research

• Efficient Investigation and management of customer queries and/or issues throughout the entire application process. Report any major challenges or changes to the Executive Team

• Accurate and timely documentation and organization of all customer information and correspondence in company CRM

• Look for ways to improve customer experience procedures, policies, and standards, and effectively communicate them to the Executive Team.

• Maintain up-to-date knowledge regarding our company products, services, tools, procedures, policies etc

Core Proficiencies:

• Google G Suite - Gmail, Google Drive, Sheets, Docs, Forms, etc.

• Docusign and other typical productivity apps for faxing, scanning, etc.

• Project management - understanding of PM application options a plus

• Previous entity formation/incorporation/bureaucratic filing experience a plus

• Ability to utilize existing 3rd Party online tools to automate and innovate a plus

Hours & Compensation

• Starts part-time, expected to grow to full-time within 90 days

• Competitive compensation package commensurate with experience & ability to grow and learn

Work Life

We steer clear of rush-hour traffic when it comes to collaboration time, and offer a flexible schedule, so our team works in a hybrid remote/at-home and co-working office space arrangement, and we can choose a space that’s convenient for all.

If this resonates with you, then we’d love to hear from you! Please submit your cover letter, resume and complete a short questionnaire here: https://docs.google.com/forms/d/e/1FAIpQLSdgrZ_EYWYtyqz3CsyuEBds7cSIvsjxEVlzqj7d1sFVUVBxlg/viewform?c=0&w=1 

You may view our (Version 1.0) website here: www.changemakers.world/d/e/1FAIpQLSdgrZ_EYWYtyqz3CsyuEBds7cSIvsjxEVlzqj7d1sFVUVBxlg/viewform?usp=sf_link

Cheers!