Associate
2 - 5 years
Fresno, CA
Full-time
Remote
1 month ago
About the role
Company Description
ExcelSave is a for-profit social enterprise committed to empowering individuals and organizations. The company provides certified healthcare training, education, and innovative financial protection services tailored to diverse needs. ExcelSave aims to combine social impact with sustainable solutions, enhancing resilience and financial security for its clients. By integrating education with actionable resources, ExcelSave supports lasting and meaningful change in communities.
Role Description
This is a full-time remote Associate role. The Associate will contribute to supporting the delivery of health training programs, coordinate financial protection services, and assist in operational planning and strategy. Daily tasks will include client communications, report generation, data management, and ensuring efficient execution of programs. The role will also require engaging in cross-functional collaboration with various teams to drive organizational objectives effectively.
Qualifications
ExcelSave is a for-profit social enterprise committed to empowering individuals and organizations. The company provides certified healthcare training, education, and innovative financial protection services tailored to diverse needs. ExcelSave aims to combine social impact with sustainable solutions, enhancing resilience and financial security for its clients. By integrating education with actionable resources, ExcelSave supports lasting and meaningful change in communities.
Role Description
This is a full-time remote Associate role. The Associate will contribute to supporting the delivery of health training programs, coordinate financial protection services, and assist in operational planning and strategy. Daily tasks will include client communications, report generation, data management, and ensuring efficient execution of programs. The role will also require engaging in cross-functional collaboration with various teams to drive organizational objectives effectively.
Qualifications
- Strong project coordination, organizational, and time management skills
- Excellent communication, interpersonal, and client relationship management abilities
- Proficiency in data management and operational workflow optimization
- Experience with administrative duties, including generating reports and managing documentation
- Familiarity with health education programs and/or financial protection services is an advantage
- Ability to work independently and thrive in a remote work environment
- Proficiency in tools such as Microsoft Office, project management software, or CRM platforms
- Bachelor’s degree in Business, Healthcare Management, or related field
Skills
Professional Training and Coaching