Gift Processing & Database Coordinator - American Humane
Washington, DC 20036
About the Job
American Humane is seeking an experienced Development Database Coordinator. This position will be hybrid out of American Humane’s DC headquarters. American Humane is committed to fostering diversity, equity, and inclusion in the workplace. As we seek to fill this position, we highly encourage applicants from diverse backgrounds to apply.
For more than 100 years American Humane has been first in promoting the welfare and safety of animals and strengthening the bond between animals and people. We are first to serve, wherever animals are in need of rescue, shelter, protection or security. Through our innovative leadership initiatives – from our “No Animals Were Harmed®” program in Hollywood to broad-based farm and conservation animal welfare certifications, to rapid response rescue and care across the country – American Humane sets the gold standard as the most visionary and effective animal welfare organization in the nation.
Position summary:
The Development Database Coordinator provides day-to-day management of and strategic guidance for the online client relationship management platform (Salesforce Nonprofit Cloud). They will be responsible for cleaning, managing, and ensuring data hygiene on a routine basis; providing audience segmentation to the Development team; facilitating onboarding, training, and troubleshooting for all CRM related efforts; and contributing to streamlining administrative processes and safeguarding sensitive data. This position will also collaborate with the Director of Development Operations, IT department, and the digital fundraising team to establish strategies and plans for the maintenance, use, and development of new technologies including payment features and systems that will directly benefit users (both internal and external). Finally, the Coordinator will serve as the liaison to the Finance department for matters of constituent and gift data entry, integrity and reconciliation.
Responsibilities:
Essential experience, knowledge, skills and abilities:
Direct reports:
Physical demands and work environment:
American Humane’s core values define our workplace, and these values serve as the cornerstone for interactions in advancing our mission and institutional goals. Employees are expected to adhere to all organizational policies and to act as role models, demonstrating American Humane’s core values:
For more than 100 years American Humane has been first in promoting the welfare and safety of animals and strengthening the bond between animals and people. We are first to serve, wherever animals are in need of rescue, shelter, protection or security. Through our innovative leadership initiatives – from our “No Animals Were Harmed®” program in Hollywood to broad-based farm and conservation animal welfare certifications, to rapid response rescue and care across the country – American Humane sets the gold standard as the most visionary and effective animal welfare organization in the nation.
Position summary:
The Development Database Coordinator provides day-to-day management of and strategic guidance for the online client relationship management platform (Salesforce Nonprofit Cloud). They will be responsible for cleaning, managing, and ensuring data hygiene on a routine basis; providing audience segmentation to the Development team; facilitating onboarding, training, and troubleshooting for all CRM related efforts; and contributing to streamlining administrative processes and safeguarding sensitive data. This position will also collaborate with the Director of Development Operations, IT department, and the digital fundraising team to establish strategies and plans for the maintenance, use, and development of new technologies including payment features and systems that will directly benefit users (both internal and external). Finally, the Coordinator will serve as the liaison to the Finance department for matters of constituent and gift data entry, integrity and reconciliation.
Responsibilities:
- Oversee daily gift processing of gifts at all levels and via multiple channels including caging vendor management, online gifts and cashless/3rd party systems, onsite cash gifts, stock, wire-transfer, donor advised funds and complex planned giving vehicles.
- Oversee the reconciliation process with Finance daily/weekly/monthly/semi-annually to comply with GAAP accounting principles and to ensure donor intent, in accordance with ethical standards of fundraising.
- Monitor daily gift reporting to inform gift officers and leadership of gifts from key donors and to track progress against annual goals.
- Maintain knowledge of new developments and features of the Salesforce Nonprofit Cloud platform.
- Review invoices and new products from vendor and confer with leadership to determine best use of budgeted dollars.
- Serve as liaison to vendors such as wealth screening, system data appends or address update services.
- Routinely review and manage donor records (NCOA updates, wealth screening results, salutation preferences, etc.).
- Maintain users and security settings for the systems.
- Produce or support verified month performance reports.
- Reconcile gift deposits with gift processing and Finance Department as needed.
- Support production of standard and custom reports — work with staff to determine type and frequency of reports needed and establish set-up to allow self-service reporting.
- Create custom reports for special projects as needed.
- Build segmentation function, queries and exports for outreach such as newsletters, membership or direct mail appeals, event invitations, and frontline fundraiser support.
- Provide ongoing assistance to users (internal and external) and ensure that policies and procedures documentation is current and accessible.
- Provide users with feedback on their data entry practices; offer support and refresher trainings to staff.
- Continue to develop expertise of Salesforce Nonprofit Cloud to assist in expanding and optimizing platform capabilities.
- Assist with design and management of the online prospect/donor conversion and gift processing workflow, including roles and responsibilities of all involved.
- Participate in discussions related to fundraising planning around annual giving, major giving, and other Philanthropic team strategy.
Essential experience, knowledge, skills and abilities:
- Bachelor's degree or higher, or 2 years of experience managing systems and support for development programs.
- Experience working with relational databases, specifically Salesforce, in a data management capacity; open and willing to learn the new Salesforce offering Salesforce Nonprofit Cloud and continue education to support optimization of it.
- Understanding of fundraising support services ranging from prospect identification through donor stewardship in the online space.
- Systems experience to work with and direct staff in data management, report creation, and systems management; (i.e. Salesforce, Tableau).
- Ability to develop procedures for electronic systems use, develop written SOPs, and train technical and non-technical users.
- General knowledge regarding the fundamentals of the fundraising process.
- Strong written and oral communication skills; excellent attention to detail.
- Expert experience with MS Office (specifically Excel).
- Proficient at compiling, analyzing and maintaining statistics and other technology metrics.
- Ability to work effectively in a team environment.
- Track record of building and maintaining professional relationships with vendors and coworkers.
- Ability to work on multiple projects simultaneously, organize and prioritize tasks.
- Exercise sound judgment and discretion when handling confidential or sensitive information.
Direct reports:
- None
- Title: Database Coordinator
- Type: Full-Time
- Location: Hybrid in NW Washington DC
- Compensation: $50,000 - $65,000 annually, depending on experience
Physical demands and work environment:
- Position will be a hybrid of office/telework with the position based out of the Washington, DC office location and regular telework schedule based on organizational policy, need and manager discretion.
- While performing the duties of this position, the employee will be regularly required to:
- Look at and work off of a computer screen for extended periods;
- Talk, hear and exchange information over the telephone and in person.
- Minimal travel required locally or domestically for organizational events or attend and participation in development team retreat and annual fundraising gala.
American Humane’s core values define our workplace, and these values serve as the cornerstone for interactions in advancing our mission and institutional goals. Employees are expected to adhere to all organizational policies and to act as role models, demonstrating American Humane’s core values:
- Compassion – Being kind and caring in our interactions with others.
- Accountability - Holding ourselves to the highest standards. Following through on commitments and owning our actions, behavior, and decisions.
- Respect for All – Being professional, listening to others and honoring diversity in all its forms.
- Loyalty to Mission – Staying focused on our purpose and our mission – our nation’s most vulnerable depend on us.
- Sustainability - Contributing to being a great place to work and achieving our shared mission and goals to make a difference, now and in the future.
- Honesty, Integrity, Trust – Demonstrating transparency, as trusted stewards of donor resources, supporting our leadership and one another.
Powered by JazzHR
Source : American Humane
