Charitable Gift Planning Client Services

PG Calc - Cambridge, MA

Full-time

Join PG Calc’s Client Services Team as a Client Services Advisor

PG Calc is a 30-year old Cambridge company specializing in planned giving that develops, sells, and supports software, offers marketing services and consulting, and provides planned gift administration for charitable organizations nationwide. PG Calc’s Client Services is the foundation for our excellent reputation in the important world of charitable gift planning. We are seeking an enthusiastic, service-oriented individual to join our staff of 35 in the Cambridge office.

The Client Services Advisor is part of the Client Services Department, which is responsible for ensuring that PG Calc clients receive outstanding support.

Principal responsibilities include:

  • Providing client support on the use of PG Calc software and planned giving concepts
  • Assisting clients with crafting gift plans for specific donor situations
  • Delivering calculation services
  • Conducting training classes and orientations in the classroom and on-line
  • Writing and coordinating communications to clients
  • Participating in cross-departmental projects

Ideal candidates must have at minimum an understanding of planned giving fundamentals and the desire to build upon that foundation; a facility for teaching gift concepts, basic or complex; excellent communication and computer skills; an aptitude for mathematics; and the ability to concentrate on details and follow through on all assignments. She or he should have the ability to work independently as well as participate as a member of a team. Competitive candidates will have a minimum of a Bachelor’s degree and experience in advancement, planned giving, or related fields. Familiarity with PG Calc’s software is a plus. Occasional travel is required.

PG Calc is conveniently located in Harvard Square near the T and bus stations. We enjoy working in a casual, fun and fast-paced environment. We offer competitive salary, health, dental, and vacation benefits. If you are organized, efficient, and enjoy working with a high-achieving group, we would like to talk with you about becoming a part of our team.

E-mail or mail cover letter, salary requirements, and resume in confidence to Tina Yelle.

Job Type: Full-time

Work Location:

  • One location

Benefits:

  • Health insurance
  • Dental insurance
  • Retirement plan
  • Paid time off

Paid Training:

  • Yes

Management:

  • Ops Manager

Typical start time:

  • 9AM

Typical end time:

  • 6PM

This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous
  • Detail-oriented -- would rather focus on the details of work than the bigger picture
  • People-oriented -- enjoys interacting with people and working on group projects

This Company Describes Its Culture as:

  • Detail-oriented -- quality and precision-focused
  • People-oriented -- supportive and fairness-focused
  • Outcome-oriented -- results-focused with strong performance culture

Schedule:

  • Monday to Friday