Donor Services Specialist

OVERVIEW

Mission: To improve lives by mobilizing the caring power of Greater Kansas City

Were more than fundraisers. Were handraisers and gamechangers. We go looking for the tough issues in our community and with your help we go solve them. United Way of Greater Kansas City unites donors volunteers businesses nonprofits and community leaders to help change the lives of those in need. We are making Kansas City and the surrounding area better100 years and counting.

We are a team of adaptive driven focused and flexible innovators working to solve and support some of the biggest challenges in our community. Our team culture is collaborative and our office environment is flexible with a hybrid virtual and inoffice environment. We believe that working hard and playing hard are essential to a job well done. Come be a part of the pinnacle nonprofit in our community!

JOB IDENTIFICATION

Job Title: Donor Services Specialist

Department or Location: Donor Services

POSITION SUMMARY

The Donor Services Specialist will report to the Director of Donor Services and is responsible for providing essential support to the Donor Services team by handling routine donor transactions pledge processing and assisting with customer inquiries. As a specialist position this role is focused on executing assigned tasks with some discretion and problemsolving responsibilities.

RESPONSIBILITIES

Position Duties & Responsibilities:

The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

Payment Processing:

• Process payments from UMB Daily Deposit Log.
  • Create daily deposit logs and batches
  • Process payments (and opportunities as indicated) received ensuring proper allocation to donors and company accounts.
  • Identify and escalate payments requiring additional input.
  • Prepare and import files for payments when additional data is available (including payroll payment details).
• Reconcile payment batches and ensure data accuracy.

Support Donor Choice Processing:

• Assist with resolving write in designations (update GAU where the agency exists in EP).
• Assist with donor or agency communications (prepare donor letters follow up with agency with incomplete information).
• Assist with updating agency data from EP to Acumatica prior to payout.

Customer Service & Support:

• Respond to donor and internal staff inquiries escalating complex issues as needed..
• Assist with donor communications related to payments and statements.

Administrative & Data Management:

• Monitor and organize the donor services helpdesk inbox..
• Monitor and organize the UWGKC Finance inbox.
• Monitor and organize Donor Choice inbox.
• Support the preparation of donor tax receipts and acknowledgments.
• Maintain accurate records in the CRM system and financial software.

SUCCESS FACTORS

Metrics of Success:

• Accurate and timely remittance processing and reconciliations.
• Accurate and timely processing of donor and agency communications.
• High level of integrity between accounting and CRM agency records.

QUALIFICATIONS

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the basic knowledge skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

• Some college or associate degree preferred.
• 12 years of experience in customer service data entry or financerelated work.
• Frequently handles donor financial information and must maintain confidentiality.
• Strong communication skills and customer service orientation.
• Ability to handle multiple tasks and manage time effectively.
• Proficiency in Microsoft Office and ability to learn financial systems.
• Strong attention to detail and data accuracy.

Core Competencies:

• Catalyst: A change agent who actively convenes partnerships with others who offer diverse backgrounds experiences and perspectives to drive community transformation and foster mission goals.
• Achievement: Driven to make a difference actively sets challenging stretch goals passionately and purposely aims to achieve them; demonstrating adaptability and perseverance.
• Responsive: Can be counted on to do what needs to be done. Models a consultative engagement approach in all interactions developing relationships both internally and externally brings the right stakeholders into decisions and actions; and resolves conflicts respectfully.
• Excellence: Invests in continuous learning generously shares knowledge and strives to do the right thing in all endeavors to positively reflect the UWGKC brand and mission.
• Solutions: Exhibits fierce resolve to understand root issues that impact achievement of results. Collaborates to devise creative innovative solutions to optimize outcomes for those we serve.

KEY DATES

If you are interested please apply by: April 13 2025

We plan to begin interviewing candidates by: April 17 2025

UWGKC Value Proposition

Work Environment: Hybrid (combined virtual and inperson office)

Benefits: Full health and dental coverage; Flexible Paid Time Off; HSA 403B with company match; paid parental leave and paid extended medical leave flexible office culture; employee development opportunities.

Position Leader: Director of Donor Services

FLSA Status: FullTime NonExempt (Hourly) here.

United Way of Greater Kansas City Equal Opportunity Employer

United Way of Greater Kansas City

United Way of Greater Kansas City serves the sixcounty metropolitan area of Kansas City partners with 145 agencies and serves more than 25000 donors. The organizations mission is to improve lives by mobilizing the caring power of Greater Kansas City. Its focus is to improve the health education and financial stability of every person in the community. United Way of Greater Kansas Citys partners include global national and local businesses nonprofits government civic and faithbased organizations along with educators labor leaders health providers senior citizens students and more. For more information please visit .

OMNI and our clients are Equal Opprotunity Employers.