Responsibilities

• Completes high‑volume outbound calls to nonprofit organizations with the goal of securing qualified appointments for the FUNDrive team (MAs & ADMs), while creating a positive first impression for all prospective nonprofit partners.
• Clearly documents and accurately notates all call details, including contact attempts, conversation outcomes, and decision‑maker information.
• Maintains data integrity by updating contact records, flagging duplicates, and ensuring nonprofit profiles contain accurate and current information.
• Communicates barriers and trends to FUNDrive leadership, including call list quality issues, contact challenges, or patterns that may impact appointment conversion.
• Demonstrates a solution‑oriented approach, offering recommendations to improve processes, call list quality, and prospect engagement.
• Follows call scripts and talking points while still exercising professionalism, empathy, and adaptability during conversations.
• Uses good judgment to determine when an inquiry can be resolved on initial contact or requires escalation in order to achieve call/case resolution
• Performs additional duties assigned to support the success and growth of the FUNDrive organization.
• Participates in one-on-one meetings, training sessions, and ongoing coaching to continuously develop calling skills, product knowledge, and overall performance.

Requirements

• Ability to work independently and as a member of a team in a fast-paced environment
• Demonstrate strong customer service skills and providing excellent, professional support to our team members for a wide variety of issues
• Ability to follow scripts while adapting to real‑time conversations
• Ability to identify decision‑makers and correctly capture contact details
• Resourcefulness in overcoming barriers (e.g., unreachable contacts, bad phone data)
• Some basic technical troubleshooting abilities
• Accurate data entry skills
• Computer navigation skills utilizing Internet using various browsers and other computer applications
• Resilient – ability to remain calm in adverse situations
• Collaborates effectively with FUNDrive leadership and field teams