The Operations Coordinator – Gift Processing (OC-GP) is responsible for performing a wide range of donor services, including responding to donor inquiries via email, website, postal mail, SMS, phone, email and in-person; accepting, entering, reconciling, acknowledging and reporting donations; entering demographic data into Salesforce NPSP; importing demographic, donation, and event participation files from CCRF’s external vendor(s) and the CCRF website; and, assisting at events. The OC-GP is responsible for ensuring the highest level of customer service to donors, prospects, event attendees, internal staff, and vendors – focused on office supplies and scheduling office visits.

• Enter gifts and pledges, verifying the quality of data entry from all sources and resolving problems regarding the data
• Process credit card transactions, ensuring PCI compliance
• Assist in matching gift process
• Verify and import cager, and event donation and participation files
• Import donation files from various organizations
• Update and manage cashbook and daily deposit reconciliation, batch cover sheets for Finance
• Provide backup for bank deposit processing in Deposit Edge
• Process returned mail & prepare return coins for deposit
• Research and problem solve issues that arise via financial and Salesforce NPSP
• Process donation adjustments
• Save gift documentation, as needed
• Provide exceptional customer service to donors and staff
• Daily, promptly respond to donors’ requests for information via mail, or email; including gathering gift & pledge payment information, and updated credit card information. Route to appropriate staff
• Promptly respond to donors’ requests for information relating to giving processes, procedures, opportunities to designate a gift, how to make a tribute gift, stock gift, W9 or 501(c)(3) form requests, issues with donating online, need for duplicate tax receipts or thank you letters
• Accept donations and event registrations in-person
• Daily, monitor and manage shared email inboxes for website contacts from general public, donors, third party payers, and other organizations. Process inquiries or route to appropriate staff.
• Participate in and support Special Events, as scheduled
• Update constituent records (e.g. address changes, payment information, contact preferences, merging duplicate constituents) in Salesforce NPSP
• Work on Clean Up projects as assigned
• Daily, prepare and mail gift acknowledgements, tribute notifications, soft credit, and other non-tax donor acknowledgements
• Point of contact for building & maintenance needs, coordinates visitors that need office access
• Monitor & order in-office supplies, as needed

Minimum Qualifications:

• Associate's degree or any combination of equivalent experience (associate's degree in relevant field OR two years of work experience in a relevant field OR one year of work experience with one year of college)
• Microsoft Office proficiency, particularly word and excel
• Strong attention to detail, organization and prioritization skills
• Ability to work independently yet collaboratively with multiple teams or departments
• Excellent verbal and written communication skills
• Good judgment and the ability to maintain confidential information

• Bachelor's degree
• Experience in set-up of mail merges
• Direct Customer Service experience
• Experience with financial reconciliation
• Salesforce NPSP experience

• Sitting/Standing for long periods of time
• Minimal lifting or bending