GIFT PROCESSING ASSOCIATE
Main Areas of Focus: Donation tracking, Data entry, CRM Records Maintenance
Location: Remote – U.S. only.
Eligibility: charity: water is fully remote and hires from all 50 U.S. states. At this time, we are only considering candidates who are eligible to work in the United States without the need of company sponsorship now or in the future.
JOB HIGHLIGHT
You’ll be an essential part of our Development Operations team that supports our accounting and fundraising teams. You will help charity: water track every dollar raised by processing and reviewing donations and ensuring completeness and accuracy of donor records.
JOB SUMMARY
Reporting to the Head of Development Operations, you will assist in maintaining a best-in-class operations function to support our fundraising and accounting teams. You will be responsible for the timely, efficient, and accurate processing of donations across our systems. Additionally, you’ll collaborate closely with our fundraisers and across the organization to design, implement, and maintain the systems and processes needed to build a gift processing infrastructure for scale.
YOU’LL BE RESPONSIBLE FOR…
● Entering donations into our CRM (Salesforce) and GL (Netsuite) to ensure accurate and reconciled donor records across all systems
● Managing matching gift platforms to ensure donations are properly received, matched and distributed according to donor intentions
● Preparing and distributing IRS compliant and timely tax receipts to donors
● Facilitating mailing list creation and ad-hoc reports for external communications
● Building and maintaining a reconciliation process across systems with the finance department
● Serving as a key player in month close, ensuring offline donations and pledges are recorded and reconciled between the general ledger and CRM
● Communicating and responding in a timely manner externally with donors and internally with team members regarding donations and campaigns
● Initiating and documenting process changes to increase efficiency by working closely with key stakeholders in fundraising, systems, data and accounting
● Advising the engineering team on opportunities for automation and system integration
YOU MUST HAVE…
● A bachelor’s degree
● 1 year of related work experience in Accounting or Data Entry
● Proficient Excel skills
● Strong attention to detail – you care about the “little things” and make sure they get completed on time and in a professional manner
● Exceptional communication and cross-collaboration skills
IT’S AN ADDED PLUS IF YOU HAVE…
● Experience working with Salesforce and/or NetSuite
● Experience in a fundraising environment
● Formal training in Excel software
YOU’LL BE SUCCESSFUL IF…
You’re obsessed with accuracy
You double and triple-check your work because you know that accurate data is crucial to operating successfully. You pay strong attention to detail, have excellent grammar, spelling, and proofreading skills. You care about the numbers being right and take the time to make sure everything reconciles or is set up to be error-proof.
You’re so organized, it’s embarrassing and extremely detail-oriented
You can handle and prioritize multiple projects of various origins at once. You can turn any meeting or email thread into actionable and prioritized items for multiple people.
You’re a strategic thinker
You have the strategic prowess and social intelligence required to help build scalable models that leverage charity: water’s brand, assets, relationships, and opportunities to meet aggressive growth goals. You read between the lines and think a couple of steps ahead to manage expectations and be prepared for your team.
You’re action-oriented
You see something that needs improvement and you take action. You love to find opportunities and are not afraid to roll up your sleeves and dive into complex revenue challenges.
You’re very adaptable
You’re unfazed by the constant change of a fast-growing organization. You’re able to develop and structure projects, manage expectations, and work autonomously.
You’re a team player
You can coordinate efforts with many different departments — both internal and external — to get the job done right. You use sound judgment and intuitive analysis to interpret requests from your team and turn it into a solution that makes sense for charity: water. And you know to follow up to make sure everyone’s on the same page.
TEAM OVERVIEW
The Development Operations team is at the core of charity: water’s business model and works to ensure we make good on our donor promise at scale. The team works diligently to bring all teams into alignment around our data infrastructure and donor operations. They are constantly looking for efficiencies and ways to systematize an optimal end-to-end major donor journey, from donation processing to final donor reporting.