Donor Services Lead
Donor Services Lead
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
FLSA Status: NonExempt Fulltime
Schedule: Monday through Friday 8:30am 5:00pm occasional evenings and weekends
Reports To: Associate Director of Stewardship & Development
Summary: Perform data entry produce correspondence communicate with donors via telephone and email both inbound and outbound and perform other administrative duties as needed. Serve as the team representative to other departments and parishes. Provide support to Database Administrator by managing workflow for the team.
Position Responsibilities:
- Conduct weekly team meetings to assess word load delegation of tasks and address any issues or problems.
- Serve as the Point of Contact for the Business Office other departments and vendors as applicable.
- Manage training schedule workflow and track overtime for the donor services team.
- Provide troubleshooting support to donor services team.
- Process donations received in various formats including electronic data files paper checks credit cards and ACH transfers.
- Perform data entry of donor information into CRM databases.
- Update and maintain a confidential database of donor information.
- Provide excellent customer service. Serve as primary contact for donor correspondence by resolving inquiries relating to donor accounts promptly and courteously to obtain donor data updates or to remind donors of outstanding pledges.
- In collaboration with the Associate Director manage the Donor Services team monitor team productivity and provide performance evaluations constructive feedback mentorship and disciplinary action when necessary.
- Prepare and configure event management software (e.g. ticketing registration seating and checkin tools) to support successful execution of fundraising events.
- Provide support in the checkin and checkout process at major fundraising events.
- File paper donation records in filing boxes.
- Provide administrative and donor services support as needed.
- Adhering to safety training and protocols on a daily basis and taking precautionary measure to ensure the safety and wellbeing of self others.
- Responsible for protecting the confidentiality of any information or material obtained in the service with the organization to include but not limited to client names and information services rendered to clients donors names and gifts internal and external investigations or results of any investigations and financial information.
- Adherence to the Code of Conduct and the Faith and Moral Policy is mandatory.
- Every employee is required to take a solutionoriented approach in their interactions and undertakings as well as being a team member that promotes collaboration and commitment to the Mission and Vision of the organization.
- Performs other duties as assigned.
Minimum Qualifications:
Education:
- High School Diploma or equivalent.
Experience:
- Minimum of five (5) years experience in Data Entry and/or Donor Services/Fundraising or customer service including making and answering donor or customer phone calls.
- Bilingual in English and Spanish preferred.
License and Credentials:
- Reliable transportation
Minimum Knowledge and Skills:
- Experience with computer software and Windows/Microsoft Office Applications; Blackbaud Raisers Edge preferred;
- Ability to maintain a high level of confidentiality;
- Must be detail oriented organized selfmotivated work well independently and on a team;
- Must have good written and verbal skills;
- Must have good critical thinking and problemsolving skills.
Travel Requirements: Travel requirements for the position includes 1% local and 0% overnight.
Employment Type
Full-Time
