Donation & CRM Operations Specialist

• Record and classify donations in CRMs in a timely and accurate manner following standardized processes.
• Record donations in accounting systems as journal entries (JEs) in a timely and accurate manner.
• Reconcile donation totals between accounting systems and CRM systems on a monthly basis.
• Research any incomplete data to ensure accuracy of recorded transactions.
• Create and send donation acknowledgements and receipts to donors.
• Communicate with each client at an agreed-upon frequency.
• Receive client and donor emails and calls.
• Proactively ask clients and donors questions related to donations that may require investigation.
• Explain information and next steps in a clear way to clients and donors.
• Assist in client onboarding and provide backup coverage to other Donation Specialists.
• Meet with select client service teams to ensure client commitments are met.
• Document processes to ensure work could be carried on by someone else.
• Assist Accountants and auditors by running requested donation reports by clients’ annual audit deadlines.

Requirements

1. years experience working in a business office environment
2. or 4 year degree

Knowledge of common business practices Research and problem-solving skills Organizational abilities Highly proficient in Excel Some knowledge of finance/accounting Donor CRM system knowledge a plus Good written, verbal, and interpersonal communication skills Attention to detail and good organization skills Adept at fixing own mistakes Excellent time management skills and ability to establish priorities Excellent relationship-building skills that cultivate client trust. ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. Hard Skills Donation Classification Journal Entries Data Reconciliation Donation Reporting Finance/Accounting Knowledge Soft Skills Attention To Detail Organizational Abilities Time Management Relationship-Building Skills Interpersonal Communication #J-18808-Ljbffr Jobtailor