UNC-Chapel Hill-posted 2 days ago
Full-time • Entry Level
Hybrid • Chapel Hill, NC
11-50 employees

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 department’s 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.

  • Serve as the liaison to a select group of schools and units on campus for all revenue-related tasks.
  • Understand the business needs of each school and recognize top donors.
  • Apprise development officers of issues related to top donors.
  • Work with all school development staff to handle revenue transactions and assist with marketing/communications, events, and stewardship.
  • Provide excellent customer service in receiving, reviewing, and processing revenue for assigned units, including cash, checks, gifts-in-kind, and event registrations.
  • Oversee credit card and other transitions for assigned areas.
  • Monitor the Gift Services phone line and email box, handling inquiries directly or forwarding them as needed.
  • Adjust application details for revenue transactions, including adding opportunities, source codes, or revenue categories.
  • Ensure revenue is processed, recorded, and receipted properly, adhering to CASE reporting standards and IRS rules.
  • Detailed
  • Dependable
  • Customer-focused
  • Capable of handling inquiries with accuracy, professionalism, and a positive attitude
  • Ability to communicate clearly in both written and verbal form
  • Proficient in Microsoft Word and Excel
  • Thorough understanding of CASE reporting standards and Internal Revenue Service rules related to charitable and non-charitable contributions
  • Thorough working knowledge of the Davie (Blackbaud CRM ) system
  • Proven record of excellent customer service
  • Time management
  • Willingness to learn
  • Team collaboration
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