Organize and maintain Self Determination Plans for adults with intellectual and developmental disabilities using Google Drive
Draft and assist Navigators in crafting Budget and Spending Plans; optimize Google Sheets process
Coordinate Self-Determination Program enrollment journey from orientation through Independent Facilitation renewals; manage workflows across Navigators, clients, and Regional Centers
Strengthen relationships with California Regional Centers to ensure timely client goal achievement
Develop intelligent templates and automation solutions to improve internal efficiency and scalability
Drive process improvements and refine budget management workflows
Requirements
Bachelor’s Degree or equivalent
4+ years of professional experience
MS Office or Google Suite Experience
Excellent written and verbal communication skills
Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment
Great collaborator who is able to build rapport quickly with our team
Preferred: CRM System Experience (Salesforce, HubSpot or similar)
Experience drafting and tracking budgets and using Google Sheets