Description Purpose of Position: Responsible for accurate, timely gift entry into the CRM from multiple sources and for ongoing donor data stewardship. Maintains data quality and consistent entry standards so Development can rely on clean records, efficient processes, and stronger fundraising capacity.
Responsibilities
Gift Processing & CRM Data Entry
- Enter and import gifts into the CRM from all sources (manual entry, batch imports, workplace giving, third-party platforms, events, and other channels), ensuring accuracy and timely processing.
- Research and process workplace and third-party gifts; maintain login credentials for partner portals used in gift intake.
- Flag large or unusual gifts during processing and promptly share details with the fundraising team.
- Record refunds, adjustments, and write-offs in the CRM as needed.
Donor Data Stewardship
- Maintain high data quality standards across donor and gift records (duplicates, incomplete fields, coding consistency, and record hygiene).
- Update donor information promptly based on requests received by phone, mail, email, or the organization website.
- Support priority data stewardship projects and routine record maintenance within the CRM.
- Document gift entry and reconciliation procedures; recommend process improvements and keep documentation current so entry practices stay consistent.
- Support internal teams with CRM questions and research related to records, gift entry/adjustments, and basic reporting.
- Provide coaching and training for CRM end users as needed.
Reconciliation & Reporting Support
- Reconcile gifts and investigate discrepancies identified during processing or by Accounting to keep CRM revenue aligned with finance.
- Produce clear, accurate revenue, gift, and donor reports and data extracts as requested.
- Support monthly and annual close and audit/IRS documentation needs related to gift and donor data in the CRM.
- Independently resolve balancing issues by researching and correcting donor and gift records.
Other Duties
- Support the Development Operations Director in evaluating new tools and training end users.
- Attend and assist with special fundraising events and activities as needed.
- Assist with special projects as assigned.
People Care People are the key to fulfilling our mission. Making internal and external patrons and their needs a primary focus is expected in all situations. This position interacts with and collaborates with employees at all levels of the organization. Communication occurs through face to face, telephone, and electronic interactions and may also include contact with the general public and business partners. Communication and contact must be clear, understandable, cooperative, professional, and respectful in all circumstances. Employees are expected to actively support a positive team environment, directly address conflict, and appropriately express concerns.
Competencies Competencies are work behaviors and expectations necessary for successful job performance. They encompass knowledge, skills, abilities, attitudes, and actions. Additional definitions for competencies may be obtained from Human Resources.
Organizational Key Competencies
- Job Knowledge
- Excellence
- Adapting to Change / Agility
- Dependability
- People Care
Position Core Competencies
- Analytical Thinking
- Detail Oriented
- Intermediate or Advanced Excel Experience
- Innovative Mindset
Supervisory or Managerial Responsibility
Travel
- This position may require travel to different work sites
Shift Details: Five eight-hour shifts
Full-Time Benefits – Please visit our website for a comprehensive list of all offered benefits.
- Benefits (medical, dental, and vision)
- 401(k) with matching
- Flexible spending accounts
- Life and Short-Term Disability Insurance
- Paid Time Off (PTO)
- Paid Sick Time
- Sabbatical
- Holiday Pay
- Employee discounts
- Discounted Pet Insurance
- and more!
Compensation: Starting at $25.47-$27.38 (starting pay commensurate with market, experience, and equity)
Requirements
Position Qualifications
Knowledge/Skills/Abilities
- Gift entry and reconciliation experience
- Experience with CRM data management
- Excellent computer skills, including a high level of proficiency with databases and Microsoft Office Suite
- Demonstrated organizational skills; prioritizing and managing multiple detailed tasks.
- Strong customer service skills and can-do attitude with an ability to remain focused and calm in difficult situations
- Ability to exercise complete discretion when dealing with confidential information
- High standards of excellence and commitment to honesty and accuracy
Required
- Education: Associate degree or equivalent experience
- Work Experience: Three years of experience with CRM data management and fundraising-related experience with a non-profit organization
Desired
- Experience with Virtuous CRM+
- Experience with data querying, exporting and reporting
- Experience with high volume data imports/exports
- Previous experience maintaining a large volume of fundraising and constituent data in a non-profit environment
Work Conditions and Physical Requirements Performs work primarily in an office setting. Potentially prolonged periods of sitting and repetitive motion. May work in an area with high noise level. Potentially subject to animal bites and scratches. Exposure to cleaning chemicals, fumes, dust, animal dander, and feces. Occasional lifting with reasonable accommodation.
Posting will remain open until filled, with a minimum posting period of 5 days.
