Temporary Grant Timekeeper

Equus•New York, NY

3d•$18 - $21•Onsite

About The Position

The Timekeeping Specialist advises clients of attendance requirements, and enters all their information into various databases. This role involves consistent and accurate data entry of client information, including attendance, documentation, and case notes. The specialist will evaluate documentation for validity, confer with management, and generate/interpret reports from the DTS database. Key tasks include checking information received via fax, email, and in person against data in multiple databases (Salesforce, SEAMS, DTS), managing department voicemail, and communicating program requirements with excellent customer service. Maintaining client confidentiality is crucial, adhering to funder guidelines. The role also requires pulling and cross-referencing reports from Salesforce with DTS data, utilizing NYCWAY to confirm customer contact information in Salesforce, and making outreach calls to customers to address their needs. Proficiency in Microsoft Excel, collaboration with different departments to support customer employment and training goals, and prioritizing workload to meet daily deadlines are essential. Other duties as assigned.

Requirements

High School Diploma required
Proficiency in Microsoft Office
Results-oriented with a strong attention to detail
1-2 years experience in data entry and customer service
Ability to achieve goals with minimum supervision
Ability to prioritize and handle repetitive tasks
Ability to read and interpret documents, contracts, and procedure manuals.
Ability to write professional emails
Ability to speak effectively and persuasively before executive leaders and others
Ability to apply concepts of basic mathematics.
Ability to solve practical problems and deal with a variety of situations.

Nice To Haves

Prior experience with Salesforce and SEAMS is a plus.

Responsibilities

Consistent and accurate data entry of all client information including attendance, documentation, and case notes
Evaluates documentation for validity and confers with management as appropriate
Generates and interprets reports from the DTS database
Checking information received via fax, email, and in person, against data available in three databases
Working in multiple databases simultaneously, including Salesforce, SEAMS, and/or DTS
Checking the department voicemail, and returning the calls with relevant information
Messaging program requirements with excellent customer service and directs clients to next steps
Maintaining confidentiality of clients’ personal information, according to funder guidelines
Pulling the services report from Salesforce, and cross reference with the data entered in DTS
Utilizing NYCWAY to correct and confirm, the customers contact information in Salesforce
Placing outreach phone calls to customers, for various reasons Including inquiring about and addressing their needs.
Using and updating information in Microsoft Excel spreadsheets
Collaborating with different departments, with the goal of helping customers, be successful in their employment search and training needs
Prioritizes workload to meet tight daily deadlines
Other duties as assigned