Lead Data Services Associate (Level III)

Institutional Advancement • New York, NY

133d • $60,000 - $75,000

About The Position

The Lead Data Services Associate (Level III) serves as a subject matter expert across key donation processing workflows and acts as a quality control and escalation point for the Data Services team. This role combines hands-on execution of complex transactions with oversight of junior staff work, ensuring accuracy, consistency, and strong cross-functional alignment with Finance and Relationship Managers. This individual operates with a high degree of independence, is trusted to manage sensitive and high-volume processes, and plays a critical role in maintaining data integrity and improving operational workflows.

Requirements

• 4+ years of experience in data services, donation processing, or a related operations role
• Strong proficiency in Microsoft Excel and database systems (Velocity experience preferred)
• Deep understanding of donation types, including wires, stock, and pledges
• Exceptional attention to detail with the ability to manage high-volume, complex data
• Excellent communication and interpersonal skills
• Ability to work collaboratively and independently

Nice To Haves

• Experience in a customer service or donor support environment
• Familiarity with ServiceNow or similar ticketing/workflow management platforms
• Experience working with cross-functional service queues or internal request systems

Responsibilities

• Manage and execute complex transaction workflows, including wires, stock gifts, and non-standard donations
• Update and maintain the wire tracking spreadsheet, including transaction entry, coding, and allocation research
• Input transactions received via non-donation accounts in coordination with accounting
• Monitor and manage the IDB donations account on a daily basis
• Liaise with Accounting to obtain required details for accurate entry into Velocity
• Review and reconcile stock-related activity, including stock tickets and Chase account activity
• Manage and work the pending pledge queue to ensure timely resolution and accurate recording
• Execute and/or oversee soft credit processing for complex donor scenarios
• Perform QA review of wire coding and allocations completed by junior staff
• Review Velocity entries for accuracy, completeness, and adherence to internal standards
• Conduct a wire review to ensure proper documentation, coding, and downstream impact
• Identify trends in errors or inconsistencies and proactively address root causes
• Serve as an escalation point for complex or unclear transactions
• Partner with Relationship Managers (RMs) to clarify donor intent and resolve allocation questions
• Communicate with Finance/Accounting to reconcile discrepancies and ensure alignment across systems
• Bridge gaps between departments by proactively identifying missing or unclear information
• Support resolution of high-priority or sensitive transaction issues
• Own critical processes, including wire tracking, stock donation processing, and pending pledge management
• Ensure workflows are consistently executed, documented, and improved over time
• Maintain and refine SOPs related to owned processes
• Act as a go-to resource for junior team members on complex transactions and systems questions
• Provide guidance and informal training on tools such as Velocity and internal tracking systems
• Review and provide feedback on junior staff work to improve accuracy and efficiency
• Support onboarding and knowledge transfer for new team members

Benefits

• Health, Dental & Vision Insurance (through ICHRA and MetLife)
• Annual BeniComp stipend for medical, pharmaceutical, dental, and vision expenses
• 10 Paid sick days
• 10-15 Paid vacation days
• Paid Jewish and Federal holidays
• Short Fridays
• Free life and disability insurance
• Discounted continuing education opportunities
• 403(b) retirement plan with a 5% employer match after 3 years

What This Job Offers

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