Identify needed adjustments and/or linking requests to support accuracy of revenue and fundraiser credit per the guidelines. Provide data and reports to assist leadership in operational reviews, monitoring activity and performance, and other initiatives as directed.
Coordinate gift processing to include cross-functional collaboration to ensure accurate execution of check processing and bundling procedures are followed and understood.
Coordinate data hygiene updates to ensure quality data by creating new accounts, requesting account merges, and making other needed updates. Support portfolio updates as defined by leadership by transferring accounts/contacts to the appropriate relationship manager, inactivating and adding new accounts, and ensuring portfolios are reflected for each role. Monitor upcoming and past due solicitations and gifts and share information to ensure data is updated appropriately.
Lead and train volunteers who perform data entry and data-related projects for development team.
Assist with onboarding of new fundraisers, serve as the primary systems trainer for new hires and volunteers. Provide ongoing user training on new functionality and/or changes in the system.
Reports/Data Information: Support internal staff on powerpoint presentations, word, excel documents. Responds to internal/external requests for information and/or documentation.
Analyze and provide data and reports to assist in operational reviews, monitoring activity initiatives.
