Gift Processing & Database Coordinator

American Humane Association-posted about 1 year ago
$50,000 - $65,000/Yr
Full-time
Hybrid • Washington, DC
Religious, Grantmaking, Civic, Professional, and Similar Organizations
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The Development Database Coordinator at American Humane is responsible for the management and strategic guidance of the Salesforce Nonprofit Cloud platform. This role involves ensuring data hygiene, audience segmentation, and providing training and troubleshooting support for CRM-related efforts. The Coordinator will collaborate with various departments to enhance the use of technology in fundraising efforts and serve as a liaison to the Finance department for data integrity and reconciliation.

  • Oversee daily gift processing of gifts at all levels and via multiple channels including caging vendor management, online gifts and cashless/3rd party systems, onsite cash gifts, stock, wire-transfer, donor advised funds and complex planned giving vehicles.
  • Oversee the reconciliation process with Finance daily/weekly/monthly/semi-annually to comply with GAAP accounting principles and to ensure donor intent, in accordance with ethical standards of fundraising.
  • Monitor daily gift reporting to inform gift officers and leadership of gifts from key donors and to track progress against annual goals.
  • Maintain knowledge of new developments and features of the Salesforce Nonprofit Cloud platform.
  • Review invoices and new products from vendor and confer with leadership to determine best use of budgeted dollars.
  • Serve as liaison to vendors such as wealth screening, system data appends or address update services.
  • Routinely review and manage donor records (NCOA updates, wealth screening results, salutation preferences, etc.).
  • Maintain users and security settings for the systems.
  • Produce or support verified month performance reports.
  • Reconcile gift deposits with gift processing and Finance Department as needed.
  • Support production of standard and custom reports — work with staff to determine type and frequency of reports needed and establish set-up to allow self-service reporting.
  • Create custom reports for special projects as needed.
  • Build segmentation function, queries and exports for outreach such as newsletters, membership or direct mail appeals, event invitations, and frontline fundraiser support.
  • Provide ongoing assistance to users (internal and external) and ensure that policies and procedures documentation is current and accessible.
  • Provide users with feedback on their data entry practices; offer support and refresher trainings to staff.
  • Continue to develop expertise of Salesforce Nonprofit Cloud to assist in expanding and optimizing platform capabilities.
  • Assist with design and management of the online prospect/donor conversion and gift processing workflow, including roles and responsibilities of all involved.
  • Participate in discussions related to fundraising planning around annual giving, major giving, and other Philanthropic team strategy.
  • Bachelor's degree or higher, or 2+ years of experience managing systems and support for development programs.
  • Experience working with relational databases, specifically Salesforce, in a data management capacity; open and willing to learn the new Salesforce offering Salesforce Nonprofit Cloud and continue education to support optimization of it.
  • Understanding of fundraising support services ranging from prospect identification through donor stewardship in the online space.
  • Systems experience to work with and direct staff in data management, report creation, and systems management; (i.e. Salesforce, Tableau).
  • Ability to develop procedures for electronic systems use, develop written SOPs, and train technical and non-technical users.
  • General knowledge regarding the fundamentals of the fundraising process.
  • Strong written and oral communication skills; excellent attention to detail.
  • Expert experience with MS Office (specifically Excel).
  • Proficient at compiling, analyzing and maintaining statistics and other technology metrics.
  • Ability to work effectively in a team environment.
  • Track record of building and maintaining professional relationships with vendors and coworkers.
  • Ability to work on multiple projects simultaneously, organize and prioritize tasks.
  • Exercise sound judgment and discretion when handling confidential or sensitive information.
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