Donor Applications Specialist

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:

1. Minimum five years office experience.
2. Two years’ experience in the effective use with a donor software system.
3. Experience providing data audits and accounts issues support.
4. Experience in Donor Data Management.
5. Experience doing data entry into a CRM or ERP system.

 

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

1. Ability and willingness to function as a member of the team.
2. Good interpersonal and telephone communications skills.
3. Ability and willingness to keep information confidential.
4. Ability and willingness to take oral instructions and follow through with them.
5. Attention to detail and organization.
6. Willingness to become familiar with the objectives and procedures of The Salvation Army.
7. Working knowledge of diverse software applications and ability to use new software programs and databases with basic training.
8. Ability to work in a fast-paced environment and maintain poise under pressure.
9. Ability to manage multiple projects to completion on a timely basis.

 

SOFTWARE-RELATED SKILLS:

1. Experience with PCs and networking, database management, modems, data transfer, system backup etc.
2. Familiar with Microsoft Windows network navigation desirable
3. 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:

1. 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.
2. 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 divi