Gift Services Manager

Wisconsin Foundation and Alumni Association•Madison, WI

10d•Remote

About The Position

The Wisconsin Foundation and Alumni Association (WFAA), the private fundraising and alumni relations organization for the UW-Madison, is recruiting for a Gift Services Manager. The Gift Services Manager oversees the gift processing functions for specified channels, including staff supervision, gift entry, and gift-related communications. This position can be worked remotely, with periodic travel to Madison expected. Remote candidates must reside in Arizona, Colorado, Illinois, Iowa, Nebraska, New Mexico, New York, Texas, or Wisconsin. WFAA is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. They believe that private support grows out of good relationships and provide engagement opportunities to link UW-Madison alumni to each other and to their alma mater.

Requirements

Bachelor’s degree or equivalent experience.
3+ years’ gift processing experience, or equivalent in business operations, customer service or data management roles.
Previous supervisory or team lead experience.
Solid knowledge of accounting principles and/or information systems.
Advanced MS Office experience, specifically advanced knowledge of Excel.
Experience with query and reporting.
Experience in customer/constituent relationship management (CRM) software such as Salesforce CRM.

Nice To Haves

Non-profit fundraising experience and knowledge of non-profit fiscal policies, procedures, rules and regulations.
Previous supervisory experience.

Responsibilities

Oversee the end-to-end gift management of assigned gift channels, including batch preparation, gift entry, gift handling and deposits, batch review and reconciliation.
Contribute to day-to-day tasks, such as gift entry.
Monitor workload and staff assignment to ensure gifts are entered in a timely way.
Perform quality checks to ensure gifts are entered accurately, to WFAA and industry standards.
Serve as subject matter expert for assigned gift channels.
Develop and maintain documentation for assigned gift channels.
Oversee refunds and chargebacks for assigned channels.
Perform gift adjustments as needed.
Manage vendor relationships for assigned channels, such as lockbox vendor, credit card vendors, and mail houses.
Create appeals, benefits and reviews reply devices for channel.
Maintain expertise on industry best practices for Gift Processing.
Contribute to team strategy.
Manage a team of Gift Processing Analysts.
Provide leadership, supervision, mentoring and development to team.
As needed, lead recruitment for new team members.
Conduct onboarding and ongoing training on assigned gift channels.
Establish staff assignments and accountabilities.
Foster a positive team environment and culture, optimizing team performance, satisfaction and retention.