About the Job
Who We Are
Founded in 1994, our non-profit organization has been dedicated to empowering individuals facing challenges with government benefits due to disability, age, or unforeseen life events. At the core of our service, our signature financial management programs blend financial stewardship with compassionate support. As we continue to expand our services, we remain focused on fostering independence and dignity for each client, ensuring every interaction is a step toward a more secure and enriched life. We are not just looking for employees; we are in search of partners who are committed to making a tangible difference. Join us and be a part of shaping a future where every individual is supported in their journey towards financial and personal well-being.
Overview of Account Manager/Client Advocate Role – Level I
As an Account Manager reporting directly to the Office Manager, you will be pivotal in managing our clients' financial accounts. Your responsibilities will include creating monthly budgets to help clients maintain stable living conditions and managing account accuracy and compliance with Social Security Administration regulations. You'll also engage directly with clients and collaborate on solving payment issues and improving service efficiency. This role demands a high level of organizational skills, as it involves juggling multiple responsibilities and managing numerous projects simultaneously.
Time Commitment
Full-time, 40 hours per week, Monday to Friday from 8:00 AM to 4:30 PM.
Location
Sacramento, CA – This role is fully onsite.
Status
This is a non-exempt, hourly position as a W2 employee. You must be legally authorized to work in the United States.
Responsibilities: What You'll Do
1. Client Services and Support
· Work directly with clients in person and over the phone to develop personal budget plans.
· Connect clients with external referrals for housing, social services, and medical care.
· Manage client accounts using our Client Account Management database to ensure accuracy and regulatory compliance.
2. Financial Management
· Process transactions including requests and address payment issues.
· Manage monthly reporting on client expenditures for the Social Security Administration.
· Collaborate on account reconciliation and resolving outstanding financial issues.
3. Operations and Teamwork
· Run reports and analyze data to make necessary adjustments to client accounts and track reporting to appropriate agencies.
· Collaborate with team members to meet deadlines and enhance service delivery.
· Maintain strong vendor relationships and handle sensitive information professionally.
What you'll bring
You’re a team player and change champion (proven experiences of leading other to think and differently according to the business needs)
· Passionate about Impact: You're passionate about making a difference in the lives of others and genuinely desire to help make the world a better place through your work.
· Team Player: You love the idea of working with diverse groups of people, fostering collaboration, and contributing positively to the team dynamic.
· Strong Financial Acumen: You have bookkeeping experience and a solid understanding of basic accounting principles.
· Analytical Skills: You love numbers and are excited about spreadsheets, making you adept at analyzing financial data.
· Ethical Conduct: You are uncompromising in your professionalism and ethical conduct, ensuring accuracy and integrity in financial reporting.
· Problem-Solving Abilities: You're confident in your bookkeeping abilities and can use your experience and resources to find solutions to financial challenges.
· Detail-Oriented: You look at the bank accounts as if they are your own, ensuring meticulous attention to detail in financial records.
· Self-Motivated: You're a self-starter who takes initiative and knows how to figure things out on your own, ensuring tasks are completed efficiently.
· Technologically Proficient: You love technology and are excited about working within the online space, adapting quickly to new software and tools.
· Effective Communication: You know how to read financial reports, draw conclusions from them, and can communicate them effectively to stakeholders.
You have
Minimum of 5 years of relevant experience in social services, account management, or a related field.
· A great want to be here, how can I help attitude
· Manage accounts, payables, and receivables
· Process bill payments
· Attention to detail and strong numerical skills required
· Proficiency in Microsoft Office applications and database management.
What we offer
We believe that taking care of our employees is the first step to going above and beyond for our clients. This includes offering competitive pay, benefits, on-going training, and a work family worth bragging about.
· Excellent health, dental & vision insurance
· 401(k)
· Employee assistance program
· Paid time off- Sick, Vacation, Holidays
· Casual office dress code – shirts provided
· A dynamic, ambitious, fun work environment
· The opportunity and responsibility to be compassionate and empathetic every day!
We can’t wait to meet you. Apply today to join our winning team!
EEO
We are committed to an inclusive workplace where diversity in all its forms is championed. We are proud to be an equal opportunity workplace and we are an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants with criminal histories, consistent with legal requirements. If you require special accommodation, please let us know.
Apply today and join our team dedicated to compassion and excellence in service!
Job Type: Full-time
Pay: From $20.00 per hour
Expected hours: 40 per week
Benefits:
401(k)
Dental insurance
Employee assistance program
Health insurance
Paid time off
Vision insurance