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

Benefits

• - Bundled health plans such as medical, Rx, dental and vision
• - Company-paid life insurance for extra protection and peace of mind
• - Programs to stop smoking, diabetes management coaching, and on demand care options.
• - A 401k plan with generous company matching contributions to assist you in saving for a secure financial future.
• - Paid time off from work for leisure or other hobbies.
• - A range of mental health services to assist you in managing daily life.