Data Entry Coordinator at The Planet Group

The Donor Services Coordinator plays a critical role in supporting the efforts of our fundraising team and provides general and administrative support for the department.  As the first point of contact for donors, this person must always represent the organization in a clear, caring, and encouraging way – spoken and written. The person in this position must maintain a high degree of accuracy at all times. All work is approached with a high-level customer service mindset.

Functions:

Donation Processing – approx. 60%

• Help to ensure an accurate and current donor database is maintained.
• Update donor records with address changes, solicitation and mailing preference, contact changes, and changes in donor status in Salesforce as needed.
• Eliminate or merge duplicate donor records as needed.

• Lead and perform daily gift entry. Enter donations and batches into CRM system quickly and accurately, which includes logging, sorting, and batching gifts across multiple giving vehicles. Ensure gift records contain required documentation.
• Facilitate production and delivery of all acknowledgement letters and donation rejection letters (credit cards and checks).
• Assist and support the Donor Services team with monitoring and processing donations in the ACH wire log.  
• Facilitate gift entry and reconciliation of stock donations.

Customer Service – approx. 25%

• Monitor and respond to questions and inquiries from donors using mail, email, phone and from the Donor Services inbox.
• Manage all (sustainers) donor service needs, including expiration reminders and gift updates.
• Contact and assist recurring donors with lapsed accounts or expired credit cards.

General Development Team Support – approx. 15%

• Assist the Fundraising & Development Team with prospect research, data, and briefings.
• Lead printing and mailing of weekly high-level touchpoints, such as acknowledgments and major gift thank you letters signed by CEO. Coordinate with portfolio owners to ensure customized language is included when appropriate.

Qualifications
Requirements:

• HS diploma or GED equivalent. Bachelor degree preferred. 
• 2+ years of experience in an administrative or clerical support role (volunteer work included).
• 2+ years customer service experience, preferably with a non-profit organization (volunteer work included).
• Working knowledge of MS Office including Word, Excel, Teams, and PowerPoint.
• Experience with and working knowledge of fundraising CRM systems (ideally Salesforce).

Skills & Traits:

• Strong commitment to social justice and genuine desire to serve the DC community.
• Strong commitment to teamwork and to developing and maintaining collaborative team relationships in a fast-paced work environment.
• Good verbal and written communication skills, in order to respond effectively and diplomatically with donors, volunteers, community leaders, general public, and coworkers.