Donor Services Associate

Donor Services Associate

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Donor Services Associate

Marin Headlands, Sausalito, California

Donor Stewardship and Database Administrator

• This is a full-time, onsite position.
• Regular onsite work is required.
• Days and hours of work may vary according to the needs of The Marine Mammal Center.
• Evening, weekend, and holiday work may be required as job duties demand.
• Travel is not expected for this position.

$26.00 - $28.50 / hour

• Holidays, Sick Time, Vacation
• Medical, Dental, and Vision
• Life Insurance, Long Term Disability Insurance
• 401k Retirement Plan
• Employee Assistance Program

The Donor Services Associate provides database, administrative, logistical, and data entry support to the Donor Services department. This role works primarily within the Center’s donor CRM, Salesforce Nonprofit Success Pack (NPSP), and maintains accurate, well-organized donor records that support gift processing, reporting, and stewardship across the organization.

Gift Processing: 45%

• Performs daily data entry of incoming gifts from external sources into Salesforce NPSP with timeliness, accuracy, and attention to detail for accurate data reporting.
• Processes payment types including checks, cash, credit cards, wire transfers, stock, payroll deductions, matching gifts, in-kind donations, and internal transfers, recording each accurately within NPSP's gift and opportunity records.
• Ensures that contributions are entered according to donor designation, campaign, and other information vital for recognition and stewardship, using NPSP fields, record types, and designations correctly and consistently.
• Produces letters and gift receipts for a variety of gift types, leveraging Salesforce NPSP data and, where applicable, mail-merge or acknowledgment tools connected to the CRM.
• Maintains electronic and paper filing for all gifts, ensuring records are cross-referenced with the corresponding Salesforce NPSP entries.
• Collects and conducts gift entry of In-Kind gifts throughout the fiscal year.
• Performs scheduled data entry audits within Salesforce NPSP to ensure a high level of accuracy and adherence to quality control guidelines and data hygiene best practices.
• Performs ongoing maintenance of donor records in the CRM, including de-duplication, updates to contact and household information, and correction of data entry errors.
• Provides Salesforce NPSP reports and database support to the department and organization in a timely and professional manner as requested.
• Identifies and communicates donor and/or data issues, including potential CRM system issues, to management.
• Identifies opportunities to improve gift processing efficiency and works with systems resources on implementation.

• Completes daily mail collection and sorting for the organization.
• Forwards direct mail donations to lockbox for processing daily.
• Manages paper product inventory including envelopes, stationery, membership cards, package supplies, etc.
• Researches prospective and current donors as needed for the individual and institutional giving teams, logging findings in Salesforce NPSP.
• Contributes to documentation of business processes and leverages data to support process improvements.
• Assists with data migration, imports, and clean-up projects within Salesforce NPSP as assigned.

• Assist with the recruitment and scheduling of Development Volunteers.
• Assists with training of volunteers with Donor Services tasks such as data entry, filing, mailings, etc., including basic navigation of Salesforce NPSP.

• Perform special projects and research as assigned.
• Perform other duties as assigned.

None

• Enthusiasm for marine and environmental conservation.
• Experience with Salesforce, particularly the Nonprofit Success Pack (NPSP), strongly preferred; comfort learning donor management and marketing databases required.
• Experience with Apsona, or other third-party data management and productivity add-ons for Salesforce.
• Basic knowledge and experience with Adobe Acrobat.
• Experience with web-based collaboration platforms, project management tools, and donor wealth screening software a plus.
• Basic file management skills including but are not limited to naming and labeling, organizing, folder structuring, logical hierarchy, and storage consistency, both in shared drives and within…