• Manage Partner Communication • Manage administrative tasks related to the 3-3-3-Skip strategy, tracking and organizing monthly communication among Development Reps. • Draft, personalize, and send Cultivation Letters, including: • Writing compelling changed-life stories based on partner interactions. • Creating and formatting generic and personalized letter templates. • Managing mail-merging, printing, stamping, addressing, and mailing donor correspondence. • Maintain detailed records of partner interactions in CRM or Google Sheets, keeping donor databases and contact lists up to date. • Personalize outreach by referencing past interactions to build stronger relationships. • Maintain consistent messaging and branding across all donor communications, keeping in alignment with the Executive Director’s vision and communication style. • Serve as the first point of contact for inquiries via phone and email, maintaining professionalism and warmth. • Support the Executive Director in developing and sending out fundraising and stewardship emails as necessary. • Write compelling receipts including changed-life stories and heart-felt thanks. • Manage the executive calendar, ensuring donor meetings, calls, and key events are scheduled efficiently while preventing conflicts. • Schedule and coordinate monthly partner phone calls and personal visits, handling all logistics such as: • Confirming meeting locations and materials. • Sending reminders and follow-ups. • Using partners’ preferences to personalize scheduling. • Use online tools like Calendly to streamline scheduling and reduce back-and-forth communication. • Organize and maintain donor records and correspondence for easy access and retrieval. • Monitor and respond to emails and calls, providing timely and thoughtful responses. • Assist with general administrative duties, including data entry, document preparation, and CRM management. • Support leadership and development efforts by performing additional administrative tasks as needed.

• Answer incoming phone calls and respond to emails promptly • Provide clear, respectful information to current and prospective patients • Ensure no calls or inquiries go unanswered • Maintain confidentiality and professionalism in all interactions • Schedule, reschedule, and confirm appointments • Maintain accurate provider calendars • Coordinate patient intake processes • Help optimize scheduling efficiency to reduce gaps and wait times • Assist with insurance paneling processes (preferred skill) • Support verification and administrative documentation tasks • Maintain organized digital records • Conduct outreach to hospitals, agencies, and referral partners • Help maintain relationships that support patient referrals • Assist with tracking outreach activities • Identify workflow gaps and proactively suggest improvements • Support administrative projects as the clinic expands • Assist leadership with day-to-day operational needs

• Verify client eligibility for mental health services, testing and psychiatric care. • Manage the onboarding process for new client accounts from first referral contact through intake. • Confirm sessions daily with clinicians, follow up to confirm progress notes, communicate with clients about changes in benefits, outstanding charges and resolving any deductible and/or benefit discrepancies. • Track daily clinician productivity, and check that against biweekly clinician and clearing house invoicing. • Maintain meticulous and organized records of all billing activities. • Demonstrate proficiency in Microsoft Excel for data management and analysis. • Have an understanding of mental health CPT codes or demonstrate quick ability to learn and synthesize that information. • Utilize Therapynotes EHR for billing and documentation purposes, with the flexibility and willingness to learn other EHR systems as needed. • Communicate effectively and professionally with insurance companies, clients (when necessary), and internal team members. • Work independently and effectively under pressure to meet deadlines.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Fathom Realty is looking for an Office Clerk to join our team in Cary. This part-time, remote position is an excellent opportunity for individuals seeking to start their career in the real estate and mortgage industry. As an Office Clerk, you will play a vital role in supporting our daily operations and ensuring that our administrative processes run smoothly. In this entry-level role, you will assist with various clerical tasks, contributing to the overall efficiency of our office. You will work closely with team members to help maintain accurate records, manage communications, and support client interactions. This is a great chance to gain valuable experience in a dynamic industry while enjoying the flexibility of remote work. We offer a competitive hourly salary ranging from $25 to $30, along with a supportive work environment that encourages professional growth and development. Responsibilities - Assist with daily administrative tasks and office management - Manage incoming calls and emails, directing inquiries as necessary - Maintain accurate and organized filing systems - Prepare documents and reports for team members - Support client interactions and maintain positive relationships - Coordinate scheduling and appointments for the team - Process invoices and manage office supplies - Help with data entry and maintain database accuracy Requirements - High school diploma or equivalent - Strong organizational and time management skills - Excellent verbal and written communication abilities - Proficiency in Microsoft Office Suite (Word, Excel, Outlook) - Attention to detail and accuracy in work - A positive attitude and willingness to learn - Ability to work independently and manage time effectively - Previous experience in an office environment is a plus but not required Company Description Join our team at fathomrealty and embark on a journey of growth and innovation.