Donation Specialist – Part-Time

Responsibilities

• 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.

• 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.