Reporting to the Advancement Operations Manager, the Advancement Operations Specialist contributes to efficient and effective gift-processing workflows and data management. The position contributes to the overall success of the Advancement teamโs fundraising and donor engagement efforts.
REQUIRED QUALIFICATIONS
The Advancement Operations Specialist must meet the three qualifications below to be considered for the position:
โข Proficiency using Raiserโs Edge (or a similar donor CRM)*
โข Proficiency with Microsoft Excel and Word
โข Close attention to detail
*Applicants without Raiserโs Edge or similar donor CRM experience should not apply.
KEY RESPONSIBILITIES
The Advancement Operations Specialist position is responsible for the following key functions:
1. Gift Processing
โข Performs and coordinates daily gift processing functions to ensure timely and accurate data entry into the Raiserโs Edge donor database
โข Reviews gift entries to ensure data accuracy and to identify issues for data clean-up
โข Uploads and records gift and donor documentation in appropriate database fields
โข Generates weekly gift acknowledgment letters; works with the Advancement Operations Coordinator to ensure letters are signed, scanned, and mailed in a timely fashion โ with scanned letters uploaded to Raiserโs Edge donor records and collaborative folders
โข Generates, sends, and documents monthly gift tribute acknowledgment emails
โข Coordinates with the Associate Director of Annual Giving and Digital Management to support events and fundraising appeals
โข Supports the Advancement Operations Manager in monthly gift reconciliation processes
2. Data Management Services
โข ย Uses the Raiserโs Edge donor CRM to create queries and exports
โข ย Uses Raiserโs Edge to fulfill data requests from Advancement colleagues
โข ย Produces weekly and on-demand financial fundraising reports for the VP of Advancement
โข ย Identifies issues for data clean-up; and completes ongoing data clean-up tasks
โข ย Manages a calendar of annual and periodic data imports and updates according to Operationsย
policies and procedures
3. General Operations Duties:
โข ย Actively participates in weekly Advancement Operations team meetings
โข ย Uses technology to track and manage projects and tasks
โข ย Consistently meets project and task deadlines
โข ย Provides task support to Operations colleagues as needed
โข ย Provides event support for Advancement events (including weekend and evening events) asย
needed
ย
The Advancement Operations Specialist should also meet most of the qualifications below:
โข ย An associateโs degree from an accredited college or university. A bachelorโs degree isย
preferred.
โข ย Proficiency using project management tools, preferably Asana and Microsoft Teams
โข ย Analytical thinking skills; strong organizational skills; efficient task management; andย
excellent customer service and interpersonal skills
โข ย Collaborative and supportive team mindset
โข ย Investigative/curious nature that results in a willingness to proactively initiateย
action
โข ย Ability to handle confidential information in a professional manner
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