Development Operations Coordinator - Online Gifts

Second Harvest of Silicon Valley•San Jose, CA

39d•$34 - $36•Hybrid

About The Position

The Development Operations team supports our fundraising efforts by processing and acknowledging over 120,000 gifts per year with a total value of more than $100M. The Development Operations Coordinator is a key part of the team and is responsible for our online giving process, GoFundMe. The Coordinator will be the key contact for our online giving process and will ensure proper gift coding, identify and troubleshoot issues, and collaborate with the digital fundraising team. In addition, they are responsible for our stock gift processing, the department’s gift acknowledgement process, and our DocuSign forms, and they will merge duplicate records in our database. The Coordinator will demonstrate strong interpersonal, analytical, and technical skills. They will have impeccable attention to detail and provide excellent customer service to our fundraisers and external vendors. They will be flexible and able to respond to the changing needs of our fundraising programs throughout the year, especially during peak holiday gift processing.

Requirements

Exceptional organization and prioritization skills with meticulous attention to detail.
Commitment to accuracy and excellent proof-reading skills.
Experience providing internal customer service and/or technical support to users of all levels and backgrounds.
Ability to make frequent changes of routine and pace of activity due to unpredictable demands without loss of efficiency or composure.
Possess a passion for the advancement of the agency's mission.
Demonstrated ability to organize, plan, and carry out work assignments to meet specific timelines; dependable in maintaining work hours; proven record of accuracy in completing and reviewing data.
Strong critical thinking skills, good judgement and decision-making skills.
Proven ability to work both independently and cross-functionally within teams.
Ability to work flexible hours, including evenings and weekends as needed.

Nice To Haves

Experience using Salesforce CRM is preferred.
Experience with GoFundMe Pro, formerly Classy, online fundraising platform is preferred.
Proficiency in Microsoft Office including Outlook, Word, and Excel.
Well experienced in document merge functions.

Responsibilities

Serve as the subject-matter expert within the Development Operations team for the online giving platform, GoFundMe Pro (formerly Classy). Collaborate with the Digital Fundraising Manager as needed to troubleshoot or evaluate processes.
Proactively identify and make decisions on issues that arise on the giving platform, including the re-syncing process between GoFundMe Pro and Salesforce when needed. Update recurring donor Campaigns and verifications.
Download backup from the GoFundMe Pro platform to confirm reconciliation with Finance.
Download donor stock transfers from the Morgan Stanley platform and research to identify correct donor. Obtain the daily high/low/average value and enter transfers into a stock gift batch for processing, reviewing for correct gift allocation.
Oversee the gift acknowledgment process. Ensure daily Fundraising team acknowledgements are available for their reports and provide the weekly general acknowledgements to the print house. Work directly with the print house for final weekly approvals and changes to templates and collateral verbiage.
Manage the DocuSign platform for Development Operations and the Fundraising team. Create, update, archive, troubleshoot, and maintain all forms.
Determine whether duplicate records in our database should be merged by thoroughly reviewing all factors and consulting with other departments when needed. Complete resulting merges.
Review team member gift entry and process batches, ensuring accuracy and alignment of current campaign codes, so they are ready for the weekly and month-end Gift Validation process which supports the Finance department.
Identify and recommend process improvements. Test and implement as agreed upon with manager. Work with the Development Operations Manager on tasks and projects as needed. Cross train team members to serve as your backup.
Serve as backup as needed to access third party donation platforms PayPal and PayPal Giving Fund. Export gift and donor information ensuring the completeness and accuracy of the data. Ensure data integrity by running regular audit queries. Identify areas of concern and recommend appropriate corrective action.
Serve as backup when needed for import updates. Including large data imports such as Benevity. Update donor information including address, email, phone changes, and contact settings accurately.