Campaign Processing Specialist

United Way of Palm Beach County•West Palm Beach, FL

5d•Onsite

About The Position

The Campaign Processing Specialist directly contributes to the organization by providing day-to-day processing of all aspects of pledge processing, including data entry and information analysis. This position is responsible for ensuring the timely and accurate entry of all campaigns, grants, events, program support, adjustment envelopes, and file uploads within the donor database. This role assists in ensuring the integrity of our donor database and accurately processes financial data swiftly and securely.

Requirements

High School diploma required.
Minimum of 2-3 years of experience in high-volume data processing, accounts receivable.
Advanced proficiency in Microsoft Excel (VLOOKUPs, Pivot Tables, and complex formulas) to manipulate large datasets.
Ability to navigate complex relational databases and understand the flow of data from input through reporting.
Strong mathematical skills and impeccable attention to detail to handle financial transactions with 100% accuracy.
Some experience and willingness to learn AI tools.
A genuine passion for United Way's mission of improving education, financial stability, and health for all community members.
Ability to troubleshoot discrepancies and identify process improvements rather than just pointing out errors.
Proven ability to manage competing deadlines in a high-pressure, time-sensitive environment (especially during campaign peak seasons).
Must maintain the highest level of discretion and confidentiality regarding donor financial information.

Nice To Haves

Associate's or Bachelor's degree in Business Administration, Accounting, or a related field is preferred.
Experience with donor databases (e.g., Raiser's Edge, Salesforce, Blackbaud CRM, or Andar) is highly preferred.

Responsibilities

Accurately process campaign pledges, cash receipts, and adjustment envelopes into the donor database (CRM) daily, strictly adhering to Finance Department internal controls, audit protocols
Prepare, validate, and execute complex Excel spreadsheets for bulk uploads into the donor database, ensuring zero duplication and mapping fields correctly.
Establish new donor accounts and ensure that all pledges and payments are recorded in conformity with United Way of Palm Beach County standards and Generally Accepted Accounting Principles (GAAP).
Ensure the timely and accurate entry of all campaigns, events, grants, program support, Accounts Receivable (AR) adjustments, file upload, and appropriate backup documentation
Oversee the lifecycle of credit card payments, including credit cards ACH electronic checks, cash, payroll deduction and other payment methods received via pledge cards, phone, mail, online portals, or other channels, ensuring they are processed and applied to the correct donor accounts in a timely manner.
Reconcile donor accounts accurately and in accordance with Generally Accepted Accounting Principles (GAAP),
Prepare and reconcile designation payouts (donor-advised giving) within the CRM system based on policy guidelines, generating reports for Finance staff to facilitate payment to partner agencies.
Ensure campaign data is properly classified, segmented, and segregated within the system to meet internal reporting needs (e.g., by Company, by Program, by Pledge Type).
Review daily transaction entries for accuracy, identify potential discrepancies, and run reconciliation reports.
Identify and record duplicate records, correct errors, when possible, and assist in the maintenance of the overall health of the CRM.
Assist in the development of processing efficiencies, and provide support to other departments as needed with financial data analysis/reports to help resolve discrepancies
Assist, as assigned by management, with the organization's disaster response efforts
Assist with other duties and projects that support the department's goals.