Disability Management Employer Coalition (DMEC)

• Provides high-level administrative, coordination, and operational support to the Chief Executive Officer and the Vice President of Operations. • Manages calendars for the CEO and VP of Operations, prioritizes meetings, resolves conflicts, and anticipates scheduling needs. • Coordinates travel, logistics, and itineraries for executive leadership. • Manages the flow of email, meeting requests, and inbound communications, exercising sound judgment about urgency and importance. • Coordinates logistics and materials for board meetings, committees, councils, and executive advisory bodies. • Schedules meetings, prepares agendas and packets, documents notes and action items, and ensures timely follow-up and distribution. • Drafts, formats, and distributes executive communications at the direction of leadership. • Utilizes technology stack effectively, including Microsoft 365, BoardEffect, Teamwork, and Salesforce.

• Maintain accurate financial records, including general ledger entries, accounts payable / receivable and account reconciliations. • Posts cash receipts to QuickBooks Online and Nimble/Salesforce. • Process customer orders for membership, educational products, and event registrations and cancellations. • Process and apply member payments, refunds, and registration changes in Nimble/Salesforce. • Manages customer procurement requirements. • Manages weekly Nimble/Salesforce batch export and import. • Manages QuickBooks Online bank feed. • Manages vendors in QuickBooks Online and Ramp including issuing Vendor Code of Conduct to new vendors, obtaining federal W-9 and ACH banking information. • Collection of outstanding receivables. • Assists with preparation of monthly financial statements. • Assists with annual audit, responding to auditor inquiries, preparing schedules, and compiling documentation.

• Maintains the company’s database and systems to ensure that records are complete, accurate, and secure, and workflows and processes function effectively. • Backup and restore data to prevent data loss. • Eliminate duplicate records. • Process data change requests. • Maintain data formatting standardization/normalization. • Monitor available storage and usage for optimization. • Synchronize data between Salesforce and other systems (learning management, marketing automation, webinar platform, etc.). • Serves as the primary database professional within DMEC, assuring that all membership data housed within the CRM/AMS (Salesforce and Nimble) is accurate, and reports of membership trends are run and analyzed on a consistent basis. • Creates new functionality and applications via system configuration, including triggers, workflows, process builders, etc. • Manages the installation and ongoing maintenance of system integrations. • Ensures all environments are appropriately maintained. • Assists in managing the deployment of changes across sandbox and production environments. • Generates lists, reports, and dashboards as well as conducts regular review of reports for accuracy and archiving. • Utilizes data management tools to migrate and validate data. • Works closely with the Member Services Coordinator on database and system design and updates, including permission settings and user access. • Provides Tier 2 technical support to external users and provides member service in the absence of the Member Services Coordinator. • Serve as back-up webmaster for the organization’s website (WordPress) and assists with content updates. • Assists and facilitates implementation of new projects as assigned. • Assists and leads training and testing of implementations and deployments.