Donor Care Specialist

The Signatry • Overland Park, KS

8h • Hybrid

About The Position

The Donor Care Specialist provides high touch donors with outstanding, solutions-focused experience delivered with excellence, timeliness, and accuracy. This role ensures all donor interactions align with the legal, operational, and ministry requirements of a donor advised fund (DAF) sponsoring organization.

Requirements

• Minimum of 2 years' experience in a customer-facing role with experience and/or a strong desire to contribute to the success of charitable, faith-based missions and the donors that support them
• Demonstrated successful experience working in a high-transaction setting managing multiple activities and competing demands while maintaining control and a professional demeanor
• Excellent interpersonal, verbal, and written communication skills, including the ability to correspond professionally and be approachable
• Proficiency in working with the Microsoft Office 365 suite and other cloud-based software solutions in an Apple computer ecosystem is necessary to successfully execute the day-to-day tasks of this role
• Ability to learn new technology platforms as necessary to execute this role
• Proactivity, adaptability, grace under pressure, a posture of continuous learning, and a solutions-focused approach to problem solving are essential standards of this position
• This role requires high ethical standards and a proven ability to maintain confidentiality of sensitive information
• Alignment with The Signatry values and statement of faith

Nice To Haves

• Bachelor’s degree preferred

Responsibilities

• Answer phone calls and respond to email inquiries from donors, advisors and recipient organizations
• Utilize The Signatry’s CRM solution, HubSpot, to create and manage communication records
• Guide new potential donors through the process of establishing a fund, which includes talking through The Signatry's granting policy and Biblical values, expectations related to grant and contribution processing, investment options and fee structure
• Teach donors and advisors how to use The Signatry’s technology platform to initiate contributions, recommend grants, view investment activity and download statements
• Assist donors and advisors with fund changes, user record updates, investment allocation inquiries and fund rebalance requests
• Help families think about and formalize succession planning related to transferring stewardship of their DAF(s) from one generation to the next to continue their Kingdom impact
• Partner with Client Success team members to help facilitate the efficient processing of contributions and grants through proactive and consistent communication
• Participate with the Tech and Marketing teams to provide implementation expertise and details about The Signatry system, including usage and how to best support the needs of those we serve
• Provide project related support to maintain consistent recordkeeping in all systems
• Coordinate and collaborate with other teams within The Signatry to streamline shared processes
• Perform other duties as assigned within the scope of the role
• Attend Signatry events to develop deeper relationships with donors and colleagues, if the opportunity arises

Benefits

• Medical, dental, basic life and disability insurance coverage is 100% covered for the employee
• Voluntary enrollment for employee vision and/or medical, dental and vision for family
• Voluntary enrollment for supplemental life, accident and critical illness
• 401(k) with employer match
• Flexible “Take as You Need It” paid time off policy
• Stipends/reimbursements towards fitness club memberships, cell phone service, and home internet

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed