Responsibilities

• Maintaining CRM data integrity through proactive/regular maintenance and data clean-up
• Assisting in the production of lists and associated correspondence in support of fundraising solicitations, engagement events, digital marketing, and surveying efforts
• Performing routine and complex gift entry including batch processing, pledge creation, gift adjustments, and payroll deductions
• Serving as a backup for the auditing and approval of gift batches
• Assisting in the preparation and creation of new reports and dashboards
• Supporting the modification of gift entry and acknowledgment processes and procedures
• Entering and updating data on constituent, action, membership, participant, and proposal/opportunity records
• Creating and updating queries and exports in Raiser’s Edge
• Other duties as assigned

Requirements

• Minimum 3 years of fundraising CRM management experience
• Experience with Raiser’s Edge NXT
• Knowledge of IRS guidelines on processing and acknowledging gifts, pledges and gift intentions
• Proficiency in Microsoft Word, Excel, PowerPoint
• Experience with the Microsoft Power Platform: Power Query, Power Automate & Power BI
• Experience with Crystal Reports
• Demonstrated strategic, analytical, and organizational skills
• Ability to manage competing priorities
• Willingness to learn
• Availability to work occasional evenings in support of fundraising events

Preferred

• Experience with the Microsoft Power Platform: Power Query, Power Automate & Power BI preferred
• Experience with Crystal Reports preferred