The Fundraising Data & Salesforce Volunteer assists Relationship Managers with maintaining accurate information in our CRM System, Salesforce. Assist Development Specialists with keeping track of fundraising data.
Key Responsibilities
• Assist with keeping donor information current in Salesforce. This may include entering disaster asks, recording activities, uploading documents such as grant agreements, and updating contact information for Fundraisers.
• Maintain accuracy of donor groups in Salesforce, including updating groups after a disaster for Donor Development Officers.
• Utilize the Donor Data Portal for donor research.
• Manage the Fundraising Support Request Forms process to regularly update donor information.
• Assist with creating and tracking invoices for corporate donors when needed.
• Run reports, including fundraiser activity, year-end Moves Management, group management, analysis of daily gift reports and more.
• Research as needed to ensure accuracy of all donor information.
• Review information for Channel Design/portfolio realignment, move accounts as necessary and provide data cleanup.
• Support gift tracking and management, including tracking down missing gifts and linking gifts in Relationship Manager’s absence.
Qualifications
- Attention to detail
- Strong organizational and data management skills
- Ability to plan and complete multiple, repetitive tasks in a face-paced environment
- Comfortable coordinating and organizing multiple functions and activities within a deadline
- Able to maintain confidentiality of sensitive information
- Able to work in a team
- Proficiency with Salesforce is preferred, but not required
