We have ambitious plans, and we know the most critical step is building an incredible team that reflects the diverse fabric of our nation and embodies our values. Our team is made up of people who are equal parts dreamers and doers. We are people who care as much about how we achieve our goals as we do about the goals themselves. Our values drive our team and are instilled in the work this Foundation does every day. We are also committed to creating an anti-racist organization in order to do our part to help combat racism and inequity in all forms, in communities across our nation and around the world. Read our full statement on anti-racism and equity here.

Purpose of Role

The Gift Processing and Database Analyst is a member of the Development Data & Insights team. The Analyst is responsible for efficiently managing, reviewing, and processing outright gifts, pledge donations, and pledge agreements while maintaining and optimizing the database for accurate and up-to-date donor information. This position is crucial in ensuring that all donations are recorded accurately, donors are appropriately acknowledged, and fundraising efforts are effectively tracked and analyzed for future planning and strategy.

The Gift Processing and Database Analyst collaborates closely with gift officers, Prospect Research, and Donor Relations teams to deliver outstanding customer service to donors and their representatives. The Analyst collaborates closely with the Finance team on accounting data points and ledger reconciliation. The Analyst is one of the Development team’s main points of contact for addressing donor inquiries related to wire transfers, mail donations, and pledge agreements and payments.

As the Gift Processing and Database Analyst, you’ll be reporting directly to the Senior Director, Development Data and Analytics.

Core Job Responsibilities

• Data Entry: Extract, review, enter, and process outright gifts and pledge agreements in Salesforce while continuously reconciling contribution details with the Finance team. Create and maintain all pledge reminders and gift invoicing. Oversee weekly gift processing review for all transactions related to the development team (lockbox, wire transfers, ACH, third-party vendor portals, matching gifts, stocks, in-kind donations, etc.).

• Development Training: Design and deliver training sessions on data integrity best practices, database management, analysis techniques, and donation processing procedures to enhance the skill set of team members. Design curriculum and implement quarterly training sessions for development analysts.

• Database Management: Create, manage, and update Salesforce reports and campaigns that result in up-to-date and accurate data for the Development team’s daily use. Maintain a donor database with accurate and timely data, including duplicate account merges.

• Quality Assurance & Testing: Provide quality assurance testing and analysis in the Salesforce testing environment to optimize and identify issues and limits before final enhancements and bug fixes are delivered into production.

• Record-keeping: Capture and maintain accurate and impeccable donor and prospect information.

• Performs other duties as assigned.

Key Deliverables / Outcomes

• Incoming donations, pledge agreements, and donor contact information are accurately recorded and maintained in Salesforce.

• Gift receipts, pledge reminders, overdue notices, and acknowledgments are punctually and accurately generated.

• Collaborates with the Finance team for pledge and ledger reconciliation, including notifying key staff members concerning outright gifts, pledge payments, and gift agreement amendments.

• Accurate documentation of the manual and automated gift processing workflows are created and maintained.

• Works closely with the IT team to test and implement new database features for the development team and to deliver system updates for the foundation’s end users.

• Troubleshoots database issues in a timely manner.

• Incoming donor inquiries are addressed promptly and with outstanding customer service.

Required Qualifications

• Proficiency with data entry and extraction. Previous experience with CRMs, data cleanup, and project management is required. Experience with Salesforce preferred.

• Strong interest in advancing database management skills.