Donation Specialist

This is a fully remote position, open to applicants in Arizona, +10 more states.

📋 Description

• Record and categorize donations within CRM systems.

• Input donations into accounting systems as journal entries.

• Conduct monthly reconciliations of donation totals between accounting and CRM systems.

• Investigate incomplete data to ensure transaction accuracy.

• Generate and dispatch donation acknowledgements and receipts.

• Engage with clients and donors through email and phone correspondence.

• Address donation-related inquiries and follow up on action items.

• Clearly explain information and next steps to clients and donors.

• Support client onboarding processes and provide backup assistance to other Donation Specialists.

• Collaborate with client service teams to ensure commitments are fulfilled and staff queries are answered.

• Take part in training sessions and seek assistance to resolve client issues.

• Offer technical expertise and communication support to fellow Donation Specialists.

• Identify and execute process enhancements across Donation teams.

• Document procedures and participate in Cedarstone meetings.

• Assist Accountants and auditors by generating donation reports for annual audits and Form 990.

⛳️ Requirements

• Minimum of 1 year of experience in a business office setting.

• Associate's or Bachelor's degree.

• Familiarity with standard business practices.

• Strong research and problem-solving abilities.

• Excellent organizational skills.

• High proficiency in Excel.

• Basic knowledge of finance and accounting.

• Effective written, verbal, and interpersonal communication skills.

• Strong attention to detail and organizational capabilities.

• Ability to recognize and rectify personal errors.

• Superior time management skills and capability to prioritize tasks.

• Exceptional relationship-building abilities.

• Capacity to work independently as well as collaboratively in a team environment.

• High ethical standards and integrity.

• Skillful at multitasking and managing various clients with differing needs.

• Must be able to use a computer for extended durations.

• Ability to review and process financial documents with meticulous attention to detail and accuracy.

• Proficient in effective communication via email, phone, and video conferencing.

• Capability to sit or stand at a desk for extended periods, with reasonable accommodations provided.

• Remote work requires access to a secure and quiet workspace.

🏝️ Benefits

• Paid Time Off.

• Paid Holidays.

• 401(k) plan with company matching.

• Optional benefits (Vision, Dental, Telemedicine, Accident & Illness Insurance).

• Flexible work environment.