Job Information
The Salvation Army Donor Applications Specialist in Rancho Palos Verdes, California
Description
DEPARTMENT: COMMUNITY RELATIONS AND DEVELOPMENT
TITLE: DONOR APPLICATIONS SPECIALIST
STATUS: NON-EXEMPT - Full Time
PAY RANGE: $20 - $22 per hour
MISSION STATEMENT:
The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.
SCOPE OF POSITION:
The Donor Applications Specialist, under the direction of the Territorial Donor Applications Manager, provides donor applications support to end users, enters data into the CRM including appeal and campaign records and gift processing as needed, assists with the pre-processing of gifts prior to disbursement for data entry, and provides general department support as needed.
EDUCATION AND WORK EXPERIENCE:
Minimum five years office experience.
Two years’ experience in the effective use with a donor software system.
Experience providing data audits and accounts issues support.
Experience in Donor Data Management.
Experience doing data entry into a CRM or ERP system.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Ability and willingness to function as a member of the team.
Good interpersonal and telephone communications skills.
Ability and willingness to keep information confidential.
Ability and willingness to take oral instructions and follow through with them.
Attention to detail and organization.
Willingness to become familiar with the objectives and procedures of The Salvation Army.
Working knowledge of diverse software applications and ability to use new software programs and databases with basic training.
Ability to work in a fast-paced environment and maintain poise under pressure.
Ability to manage multiple projects to completion on a timely basis.
SOFTWARE-RELATED SKILLS:
Experience with PCs and networking, database management, modems, data transfer, system backup etc.
Familiar with Microsoft Windows network navigation desirable
Proficiency in MS Office applications, including Word, Excel (macros, formulas, and formatting), PowerPoint, Outlook, Teams, Google Docs/Sheets.
EQUIPMENT USED (Not listed in priority order):
Personal Computer
Networked PC’s and Printers
Audio and Visual Equipment
Photo Copier/Scanner/Fax
RESPONSIBILITIES:
Collaboration
Communicate daily with Territorial Donor Application Manger regarding messages, and information; sharing and receiving instruction and guidance on work to be completed.
Provide the Donor Data Management section with administrative and clerical support, including but not limited to expenses, mail, scheduling meetings, taking / transcribing minutes and managing written and electronic correspondence.
Assist the Territorial Donor Applications Manager with update to departmental policies and procedures, business rules documentation, and training materials.
Cross trains on other department functions and provides coverage for colleagues as needed.
Database Support –
Support development application users (including but not limited to Portfolio, R360, PayPoint, Classy, 24/7, BBCRM, Sisense, PowerBI). Create new users, assist with locked accounts, troubleshoot for various user issues, and escalate if necessary.
Coding
Creating Package and Fund codes and maintain the code tables and the integration system between the donor management and finance systems.
Update Service Center information (Officer changes, address/phone updates).
Create acquisition list. Work with vendors to update list, assign codes and convey information back to vendors and to the divisions.
Pre-process Gifts–
Gifts received from outside the territory that contain donor/donation information, but no cash (disasters outside of our territory).
Manage and distribute Miscellaneous bank wires to the Donor Data Operations Center. (Matching gift and Donor advised fund sites)
Processing to include, verification of gift match by searching Portfolio for original donation, forwarding hard copy matching gift checks to THQ Finance for processing through Deluxe Lockbox. Follow through with divisions / matching gift companies to troubleshoot issues surrounding matching gifts, donor records, etc. Maintain accurate electronic and hard copy files for each matching gift company / donor.
Preforms and other direct entry operation into the CRM as assigned including but not limited to donor record updates and gift processing execution including batch gift entry and manual gift entry.
Help Center–
Triage and follow up on new and aging Zendesk (Help Center) tickets within prevue of the Donor Management team’s responsibility. Assign and follow up with the appropriate person.
Manage ticket submissions from the “Large Gift” and “Package/Fund code” forms.
Meet or exceed productivity requirements
All other duties as assigned by the Territorial Executive Director of Development, Territorial Donor Data Management Director, and Territorial Donor Application Manager
WORK HABITS (Not listed in priority order):
Must adhere to all Salvation Army policies and procedures.
Must maintain the integrity of confidential communications or activities.
Must maintain professional, courteous and cooperative manner with all THQ and “Field” personnel and outside contacts and demonstrate respect and a positive attitude toward them at all time during the workday.
Must be a team player, take the initiative, and be flexible in assisting others to the best of ability to ensure accurate and timely work objectives.
Must maintain an organized work area, files, etc. contributing to the efficiency and accuracy of work within the assigned workday and avoiding unnecessary overtime.
Must be able to comprehend assignments and ask for additional information or clarification until the assignment is understood.
Must demonstrate dependability by arriving and leaving work on time, by taking the allotted time for lunch and breaks and by limiting personal telephone calls and socializing to break periods.
PHYSICAL REQUIREMENTS:
Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result.
This position is primarily sedentary and requires the ability to remain at a keyboard for periods of up to two hours with minimal interruption. Ability to operate a keyboard is essential. Ability to operate under stressful working conditions in a rapidly changing work environment with multiple priorities is required. The employee must occasionally lift up to 50 pounds.
REPORTS TO: TERRITORIAL DONOR APPLICATIONS MANAGER
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)