Customer Service LiaisonRevenue Specialist
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Job Location:
Chapel Hill, NC - USA
Monthly Salary:
$ 35589 - 49811
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Position Summary
This position may be eligible for a hybrid work arrangement that may include a partially remote work location consistent with System Office policy. UNC Chapel Hill employees are generally required to reside within a reasonable commuting distance of their assigned duty station. Gift Services is responsible for depositing recording receipting and acknowledging gifts of various types including cash credit card transactions bank drafts payroll deductions publicly traded and closely held stocks gifts-in-kind pledges and matching gifts according to CASE guidelines and Internal Revenue Service regulations and requirements. The Customer Service Liaison/Revenue Specialist is responsible for a select group of schools and units on campus and will serve as the liaison to those units for all revenue-related tasks. This position will be expected to understand the business needs of each school; recognize top donors and apprise development officers of issues related to these donors; work with all school development staff to handle revenue transactions and assist with marketing/communications events and stewardship. The Customer Service Liaison/Revenue Specialist will be expected to provide the utmost in customer service in the receiving reviewing and processing of revenue for his/her assigned units including cash checks gifts-in-kind event registrations and will oversee any credit card or other transitions that may benefit those assigned areas. Additionally the Customer Service Liaison/Revenue Specialist will monitor the Gift Services phone line and email box. Gift Services has a phone line and email specifically dedicated to inquiries from donors and its school/unit colleagues. With customer service at the forefront for our departments mission handling these inbound inquiries is vitally important. This position will be expected to directly handle these inquiries or forward them to others as needed (such as to the credit card specialist for credit card gifts as an example). Because donor inquiries can involve other areas of development this position will be expected to have a general knowledge and understanding of development so that inquiries are handled by the appropriate area and in a timely manner. The Customer Service Liaison/Revenue Specialist will also play a role in adjusting application details for revenue transactions including but not limited to adding opportunities source codes or revenue categories. A thorough understanding of CASE reporting standards and Internal Revenue Service rules related to charitable and non-charitable contributions is required ensuring that revenue is processed recorded and receipted properly.
Required Qualifications Competencies And Experience
This person in this position must be detailed dependable customer-focused capable of handling inquiries with accuracy professionalism and a positive attitude. The need to demonstrate the ability to communicate clearly in both written and verbal form is necessary. This candidate should also be proficient in Microsoft Word and Excel.
Preferred Qualifications Competencies And Experience
A thorough working knowledge of the Davie (Blackbaud CRM ) system is a plus. A proven record of excellent customer service time management willingness to learn and team collaboration is also required.
Work Schedule
Monday-Friday 8:00am 5:00pm
This position may be eligible for a hybrid work arrangement that may include a partially remote work location consistent with System Office policy. UNC Chapel Hill employees are generally required to reside within a reasonable commuting distance of their assigned duty station. Gift Services is responsible for depositing recording receipting and acknowledging gifts of various types including cash credit card transactions bank drafts payroll deductions publicly traded and closely held stocks gifts-in-kind pledges and matching gifts according to CASE guidelines and Internal Revenue Service regulations and requirements. The Customer Service Liaison/Revenue Specialist is responsible for a select group of schools and units on campus and will serve as the liaison to those units for all revenue-related tasks. This position will be expected to understand the business needs of each school; recognize top donors and apprise development officers of issues related to these donors; work with all school development staff to handle revenue transactions and assist with marketing/communications events and stewardship. The Customer Service Liaison/Revenue Specialist will be expected to provide the utmost in customer service in the receiving reviewing and processing of revenue for his/her assigned units including cash checks gifts-in-kind event registrations and will oversee any credit card or other transitions that may benefit those assigned areas. Additionally the Customer Service Liaison/Revenue Specialist will monitor the Gift Services phone line and email box. Gift Services has a phone line and email specifically dedicated to inquiries from donors and its school/unit colleagues. With customer service at the forefront for our departments mission handling these inbound inquiries is vitally important. This position will be expected to directly handle these inquiries or forward them to others as needed (such as to the credit card specialist for credit card gifts as an example). Because donor inquiries can involve other areas of development this position will be expected to have a general knowledge and understanding of development so that inquiries are handled by the appropriate area and in a timely manner. The Customer Service Liaison/Revenue Specialist will also play a role in adjusting application details for revenue transactions including but not limited to adding opportunities source codes or revenue categories. A thorough understanding of CASE reporting standards and Internal Revenue Service rules related to charitable and non-charitable contributions is required ensuring that revenue is processed recorded and receipted properly.
Required Qualifications Competencies And Experience
This person in this position must be detailed dependable customer-focused capable of handling inquiries with accuracy professionalism and a positive attitude. The need to demonstrate the ability to communicate clearly in both written and verbal form is necessary. This candidate should also be proficient in Microsoft Word and Excel.
Preferred Qualifications Competencies And Experience
A thorough working knowledge of the Davie (Blackbaud CRM ) system is a plus. A proven record of excellent customer service time management willingness to learn and team collaboration is also required.
Work Schedule
Monday-Friday 8:00am 5:00pm
Required Experience:
Staff IC
Key Skills
- Presentation Skills
- Time Management
- Clinical Research
- Communication skills
- GCP
- Infusion Experience
- Managed Care
- Hospice Care
- Conflict Management
- Clinical Trials
- Research Experience
- Home Care
About Company
The University of North Carolina at Chapel Hill, the nation’s first public university, is a global higher education leader known for innovative teaching, research and public service. A member of the prestigious Association of American Universities, Carolina regularly ranks as the best ... View more
