JOB SUMMARY
The Development Database Assistant is responsible for gift entry, data integrity and providing information to support prospect management and stewardship efforts, and for timely and accurate processing and documentation of gifts, plus the maintenance and integrity of donor records. This role will collaborate cross-functionally to provide key information so that donors are acknowledged, stewarded, and assigned to prospect pools. This position is a member of the Development Services team reporting to the Associate Director of Data Operations.
PRIMARY DUTIES
- Responsible for accurate and timely entry of financial gifts, pledges, bequests and other donor commitments into the database, Revolution Online CRM.
- Assist with identifying and implementing data integrity measures, developing a weekly data hygiene practice including maintaining donor records, adjusting donations, merging duplicate records, completing standard imports and clean-up projects as assigned.
- Process member and donor credit card payments received at HQ and processed by the NTHP customer service call center.
- Scan and store source documentation on constituent records and/or other shared drives appropriately.
- Enter adjustments for a variety of transaction types including, refunds and bounced checks.
- Support the monthly financial reconciliation process.
- Produce the daily gift transactions and Midlevel plus daily transactions reports and email results to a National Trust staff distribution list.
- Compile and mail monthly credit card declines, and cc expire date mailings to members. Receive and update member records when letters are returned by members.
- Execute weekly gift acknowledgement data files for fulfillment by our mail shop and communicate with stewardship and communications to ensure major gifts are in the acknowledgment queue.
- Provide daily reports to prospect management team with capacity and inclination ratings for further qualification.
- Assist the prospect research team with donor research request inquiries.
- Provide general support to ad hoc development division data requests.
- Additional duties as assigned.
QUALIFICATIONS
- At least 2+ years’ relevant professional experience in a nonprofit fundraising setting preferred, particularly in a matrixed and geographically dispersed non-profit. At least 1+ years working in a fundraising CRM; experience with Revolution Online (ROI) CRM is a plus. Working knowledge or genuine interest in learning prospect management and general fundraising principles.
- Basic analytical and problem-solving skills, including issue identification and prioritization. Basic project-organization skills. Ability to achieve results with moderate supervision.
- Excellent writing, spelling, grammar, and proofreading skills, as well as strong verbal communication and customer service skills. Strong organizational skills. Excellent attention to detail.
- Experience successfully interacting with key stakeholders. Ability to collaborate to achieve results. When working in the office, public contact and ability to work successfully in close proximity to others required. When working off site, ability work effectively in a remote environment, maintaining productivity and communications to meet deadlines and goals, is required.
- Demonstrated success in working with culturally diverse colleagues and stakeholders. Bi-lingual language skills a plus.
- Ability to prioritize, multi-task efficiently and respond to a high volume of ongoing requests in a timely fashion. Ability to adapt and be flexible in a dynamic work environment. Ability to work effectively with frequent interruptions required. Able to handle frequently changing and/or unscheduled tasks with accuracy. Entrepreneurial spirit and skill set a plus.
- Ability to continually develop skills related to use of rapidly changing technology and communications best practices.
- Demonstrated competence using Zoom, MS Teams, and other video conferencing platforms in a professional setting. Proficiency with Microsoft Office products required, including Outlook, Word and Excel.
- Professional and effective phone manner.
- Regular and reliable attendance required.
PAY & BENEFITS
This is a full time, non-exempt-level position, eligible for full benefits, including affordable health, dental, vision and life insurance, retirement plan contributions, and 3.5 weeks of paid vacation, plus sick time and holidays.
Hiring range: $27.47-28.30 per hour (annualized to $50,000-51,500 based on a schedule of 35 hours/week)
