<span>Associate Director of Client Relations and Account Management</span>

Jcam - Needham, MA

Full-time - Mid Level

Needham, MA

Real Estate

About the position

The Associate Director of Client Relations and Account Management at the Jewish Cemetery Association of Massachusetts (JCAM) is a key role responsible for engaging with clients and managing office functions. This position serves as a liaison between clients and the organization, ensuring effective communication and support for client needs. The role requires a blend of client service, accounting skills, and office administration, contributing to the overall mission of JCAM in preserving historic properties and providing community education.

Responsibilities

• Engage with clients via phone, in person, and electronically to assist with their inquiries and needs.
• Coordinate client services and manage office administration functions.
• Maintain accurate and up-to-date records, including payment collections.
• Educate the public about JCAM's services and navigate business questions.
• Work closely with the outside accounting firm to support financial operations.
• Manage emails, letters, phone communications, and other forms of correspondence.
• Log and copy incoming payments and checks daily, preparing electronic bank deposits.
• Open mail and distribute to appropriate team members.
• Update information in the database of records and prepare monthly reports for the Executive Director.
• Track Purchase Agreements for payments and maintain payments to contractors via Excel spreadsheet.

Requirements

• Minimum 4+ years experience as an office administrator with client services or accounting experience.
• Detail-oriented with the ability to work under deadlines.
• Excellent verbal and writing skills.
• Ability to maintain composure in sensitive interpersonal situations.
• BA/BS degree preferred.
• Experience working with and achieving daily targets for productivity and client satisfaction.
• Proficient in MS Office Suite, Excel, Outlook, and Teams.
• Experience using a database tool for careful recordkeeping.
• Experience with Bill.com software is helpful.

Nice-to-haves

• Familiarity with QuickBooks Online.
• Experience in a non-profit organization.

Benefits

• Health insurance
• Dental insurance
• Life insurance
• 401(k)
• 401(k) matching
• Paid time off
• Compensatory time for weekend work