Responsible for processing donations, streamlining processes, and harnessing data insights to help the Philanthropic Engagement Team make data-driven decisions that grow the organization’s fundraising.

Responsibilities

Data Ownership & Salesforce Management (35%)

• Provides overall management and maintenance to ensure proper functioning of PE’s Salesforce records, safeguarding the integrity and quality of data.
• Ensures the accuracy and integrity of the donor systems and manages data input, providing regular, necessary updates to donor database for accuracy.
• Owns data management processes, including mass export/import/updates, de-duplication and record merging, field and functionality creation and maintenance, and advanced report and dashboard development.
• Collaborates with the Technology Department to continually optimize Salesforce’s effectiveness, efficiency, and data quality through process improvements and system automation.
• Assists PE team in technical and data management projects related to Salesforce.
• Triages technical issues in response to donor/member inquiries.

Reporting and Analysis (30%)

• Creates, manages, and updates all reports and dashboards for team members in the department based on established criteria.
• Generates routine and on-demand revenue reports to inform strategy.
• Provides trending and analytic information as needed to support outreach strategies.
• Creates data visualizations to provide easily digestible data points and inform decision makers.

Timely & Accurate Gift Processing (25%)

• Executes all gift processing functions, including but not limited to data entry, donor acknowledgements, receipts, matching gifts, recurring giving and other gift processing systems, including integration of accurate recording of online donations.
• Upload check batches, credit card transactions, and gift transfers to Salesforce with extreme attention to detail and improvement in quality control processes.
• Keep abreast of Electronic Funds Transfer (EFT) and related donor management from other revenue sources, e.g., company match programs and donation vehicles, Benevity, Facebook, etc.
• Works closely with the Finance team to ensure accuracy and data integrity for monthly reconciliations.
• Accurately implements established gift coding for appeals, funds, campaigns, constituent data, and special attribute systems.
• Oversees and executes donor acknowledgment processes, including management of personalization of donor acknowledgements in partnership with the Director of Philanthropic Engagement and gift officers.

General (5%)

• Maintains up-to-date Gift Processing and Procedures Handbook.
• Has an understanding of accounting principles and efficient business operations.
• Maintains donor confidentiality and ensures compliance with related policies.
• As a member of the PE team, participates in PE event support as called upon from time to time.

Other Functions and Responsibilities (5%)

• Perform other duties as assigned.

Skillset

• A minimum of 5 years experience working in data management and gifts processing, preferably in a fundraising environment.
• Demonstrated success in optimizing processes and driving adoption of the Salesforce platform.
• Comfort and fluency with other systems such as Google Drive, Microsoft Excel, and data visualization tools.
• Accuracy, timeliness, attention to detail, and organizational skills.
• Demonstrated ability to handle confidential donor information with discretion.
• The ability to be self-directed.
• Experience with pulling donor reports, donor prospecting and analysis a plus.
• Ability to adjust schedule seasonally to work at the Burning Man event held in Nevada

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