Donation & CRM Operations Specialist
Listed on 2026-07-14
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Accounting
Bookkeeper/ Accounting Clerk, Accounting Assistant, Accounts Receivable/ Collections, Office Administrator/ Coordinator
• 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
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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
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