Purpose of Role
The Gift Processing and Database Analyst collaborates closely with gift officers, Prospect Research, and Donor Relations teams to deliver outstanding customer service to donors and their representatives. The Analyst collaborates closely with the Finance team on accounting data points and ledger reconciliation. The Analyst is one of the Development team’s main points of contact for addressing donor inquiries related to wire transfers, mail donations, and pledge agreements and payments.
As the Gift Processing and Database Analyst, you’ll be reporting directly to the Senior Director, Development Data and Analytics.
Core Job Responsibilities
Data Entry: Extract, review, enter, and process outright gifts and pledge agreements in Salesforce while continuously reconciling contribution details with the Finance team. Create and maintain all pledge reminders and gift invoicing. Oversee weekly gift processing review for all transactions related to the development team (lockbox, wire transfers, ACH, third-party vendor portals, matching gifts, stocks, in-kind donations, etc.).
Development Training: Design and deliver training sessions on data integrity best practices, database management, analysis techniques, and donation processing procedures to enhance the skill set of team members. Design curriculum and implement quarterly training sessions for development analysts.
Database Management: Create, manage, and update Salesforce reports and campaigns that result in up-to-date and accurate data for the Development team’s daily use. Maintain a donor database with accurate and timely data, including duplicate account merges.
Quality Assurance & Testing: Provide quality assurance testing and analysis in the Salesforce testing environment to optimize and identify issues and limits before final enhancements and bug fixes are delivered into production.
Record-keeping: Capture and maintain accurate and impeccable donor and prospect information.
Performs other duties as assigned.
Key Deliverables / Outcomes
Incoming donations, pledge agreements, and donor contact information are accurately recorded and maintained in Salesforce.
Gift receipts, pledge reminders, overdue notices, and acknowledgments are punctually and accurately generated.
Collaborates with the Finance team for pledge and ledger reconciliation, including notifying key staff members concerning outright gifts, pledge payments, and gift agreement amendments.
Accurate documentation of the manual and automated gift processing workflows are created and maintained.
Works closely with the IT team to test and implement new database features for the development team and to deliver system updates for the foundation’s end users.
Troubleshoots database issues in a timely manner.
Incoming donor inquiries are addressed promptly and with outstanding customer service.
Required Qualifications
Proficiency with data entry and extraction. Previous experience with CRMs, data cleanup, and project management is required. Experience with Salesforce preferred.
Strong interest in advancing database management skills.
Familiarity with technological instruction or customer service and comfort interacting with nonprofit constituents from diverse cultural and organizational backgrounds.
Strong prioritization skills to effectively juggle short-term and long-term tasks and responsibilities in an entrepreneurial, fast-paced environment.
The salary range for this role is between $51,965 and $64,980.
This is a hybrid role based at our Chicago office, in Hyde Park. #LI-hybrid