Manager, Gift Operations

Company: USA for UNHCR
Location: Washington
Posted on: May 29, 2023

Job Description:

SUMMARY
The Manager, Gift Operations will support the Donor Care team in the entry and financial reconciliation of the organization's third-party gift uploads and wire transfers, ensuring organizational business rules are followed, data entry is accurate and timely, and discrepancies or other data issues are promptly identified and addressed. In this role, the Manager of Gift Operations will also oversee quality assurance processes for transactional and biographical record hygiene and will regularly coordinate with Gift Operations, Business Systems, and other staff across departments to ensure reliable processing and optimal efficiency, proactively offering recommendations and solutions that enhance existing gift entry and reconciliation processes and improvement of data quality.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Gift Entry, Financial Reconciliation, and Data Quality (60%)

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• Supports gift upload process for third party vendors (including Benevity and Your Cause) and entry of wire transfers:
  
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  • Ensures daily files are posted, data is accurate, and delivery is aligned with established Service Level agreements.
    
  • Promptly notifies staff of successful data transmissions, processing delays or other changes in gift processing status that can impact teams' work and reporting.
    
  • Conducts weekly audits of Direct Mail gift documentation to ensure accurate entry, resolving action flags denoting the need for further staff assistance.
    
    
    
    
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    • Oversees data quality for uploaded transactions:
      
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      • Reviews in-house gift entry (direct key wires and uploads) and troubleshoots errors in fund, source, and PSP coding, also reviews biographical data entry, makes adjustments in a timely manner.
        
      • Develops QA processes for monitoring accuracy of transactional and biographical data entry (for uploaded data)
        
      • Collaborates with the Donor Care and Business Systems teams on the identification, troubleshooting and timely resolution of data integrity issues, offering recommended solutions for future improvement and assisting with data clean-up efforts.
        
        
        
        
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        • Supports the Senior Manager on monthly reconciliation processes with the Finance team, ensuring that all gifts are committed within 5 business days of the close of the month; provides troubleshooting support.
          
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          • Generates gift reporting from Salesforce on a daily, weekly and monthly basis.
            
          • Works closely with the Finance team and gift officers to ensure compliance with internal earmarking policies and IRS regulations for charitable gifts.
            
          • Provides expertise on gift acceptance policies and procedures.
            
          • Understands earmarking policies and processes for coding restricted funds.
            
          • Supports credit card payment processing functions for monthly donors; proactively identifies and communicates errors or discrepancies.
            
            
            
            General Team Operations (40%)
            
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            • Serves as backup for other members of the Gift Operations team and is cross functionally trained on all gift processing, acknowledgement fulfillment, and upload functions.
              
            • Responds promptly and professionally to assigned cases in Salesforce Service Cloud.
              
            • Updates and maintains job knowledge by participating in educational and professional development opportunities; monitors industry trends in gift administration and compliance.
              
            • Maintains policies and procedures manuals related to upload processes in the Gift Operations team and updates as necessary.
              
            • Potential to manage up to one (1) full-time staff position, oversees his/her performance and mentors his/her professional development.
              
            • Serves as a resource to the Donor Services team for escalated donor inquiries that relate to donation processing and receipting.
              
            • Able to work in a limited capacity during the December holidays (between December 26th and January 1st)
              
              QUALIFICATIONS
              To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
              EDUCATION and/or EXPERIENCE
              
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              • 6-8 years' experience in gift administration, donor/customer relations, data systems, fundraising or related field
                
              • Bachelor's degree preferred
                
              • In lieu of education/degree requirements, a successful candidate will:o Understand how to collaborate with a variety of different people and roleso Show strong growth mindset and are able to learn from setbackso Are comfortable with ambiguity and can break it down as part of a cross-functional teamo Be willing to confront complex problems head on, without fear of lack of solutiono Be relationship-driven, partnership driven, and adaptableo Value diversity and take pride in cultivating an atmosphere of inclusion of various thoughts, perspectives, identities, and expressions
                
              • Experience with fundraising CRMs is required; experience in Salesforce NPSP and Salesforce Service Cloud strongly preferred
                
              • Ability to quickly learn and adapt to new software specific to department or institutional needs and train users on gift processing policies and procedures
                
              • Demonstrated experience and knowledge of applicable IRS regulations regarding philanthropic contributes and Generally Accepted Account Principles (GAAP)
                
              • Strong knowledge of gift processing procedures, established record of database management, fundraising processes, and donor relations
                
              • 2+ years of people management experience preferred
                
              • Must be able to organize and prioritize work, be proactive, take initiative, resolve problems, and manage multiple priorities to ensure goals are met within a timely manner
                
              • Demonstrated ability to work successfully under pressure and independently; able to consider processes end-to-end and anticipate downstream effects
                
              • Ability to work across teams to collectively achieve desired results
                
              • Very strong communication skills, both written and verbal
                
              • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
                
              • Proven ability to manage time and juggle multiple priorities
                
              • Ability to independently lead a project and serves as a functional SME for department
                
              • Demonstrates creativity, intellectual curiosity, and innovation on a consistent basis
                
              • Demonstrates detail orientation and accuracy in all aspects of the job
                
              • Demonstrates the ability to function as a self-manager
                
              • Effectively communicates both verbally and in writing
                
              • Ability to analyze information and make informed decisions
                
              • Ability to collaborate with peers and take direction from leadership to accomplish tasks
                
              • Demonstrates passion, the willingness to go the extra mile, and stellar customer service skills
                
              • Demonstrates passion for U4U's mission
                
                WORK LOCATIONHybrid + Washington, DC + May also involve travel to some locations within the company's region of operations and select donor locations.
                COMPENSATION$76,161 - $95,201
                DISABILITY SPECIFICATIONS
                USA for UNHCR will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
                USA for UNHCR is an Equal Opportunity Employer. Refugees and all other protected classes are encouraged to apply.

Keywords: USA for UNHCR, Washington DC , Manager, Gift Operations, Executive , Washington, DC