SUMMARY
The Donor Data Manager is responsible for maintaining the integrity of the donor data system through accurate and careful management of the donor database. Major tasks include data entry and verification of pledge forms and payments, creating accurate and effective queries of the database resulting in needed reports. Process donor forms, thank you notes and letters and all requests in a timely manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
1. Maintain a complete and accurate database of all donors, potential donors, and volunteers. Update the database with information received from staff, volunteers, and from research of other relevant sources.
2. Process campaign pledges in a timely manner, verifying the information for accuracy. Produce reports of pledges posted to be distributed to campaign staff.
3. Prepare accurate deposit slips from fully paid gifts for the Chief Financial Officer.
4. Monitor third-party processors and United Way Worldwide websites for new or updated pledge data.
5. Create and process reports to enable the timely and accurate completion of various campaign tasks, (i.e. Database 2 and tax letters).
6. Preparation of giving profiles, donor and volunteer lists, and call packet materials for CEO calls with local community leaders.
7. Maintain up-to-date rosters for all divisions, committees, and ad hoc groups.
8. Serve as a lead staff trainer for all staff on the basic operation of the database.
9. Conduct periodic maintenance of the database including installing software updates and patches from the software vendor.
10. Consult with representatives from the donor data software provider and United Way’s IT support provider to resolve technical issues as they arise.
11. Provide front office coverage as needed.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
EDUCATION and/or EXPERIENCE
Some college education is preferred, but not required. A high school diploma or GED and a minimum of three years related experience and/or training in database management, office administration; or an equivalent combination of education and experience is required. Previous experience with a sophisticated relational database is preferred.
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 essential functions.
SKILLS
- Highly effective verbal, listening, writing, and communication skills.
- Proven ability to follow through on assigned tasks.
- Ability to follow through with requests for information from co-workers or donors.
- Ability to plan in advance and effectively manage priorities in order to meet deadlines.
- Ability to work cooperatively as a team member.
- Highly proficient computer skills, including Microsoft Office products.
- Attention to detail with a high level of accuracy.
- Ability to manage multiple projects and volunteers.
- Ability to manage large amounts of information presented in written and oral information in a fast-paced environment.
- Ability to maintain a high level of accuracy in preparing and entering information.
- Ability to complete high-volume data entry, spreadsheet, word processing, and email at a highly proficient level.
PHYSICAL DEMANDS
United Way employees must have the ability to work in a routine office environment. This includes long hours sitting while using a computer and other basic office equipment, which may cause eye and muscle strain. All employees make personal visits to various locations in the South Plains area, which requires reliable transportation and the ability to navigate to each location.
Employees may occasionally lift materials and supplies of up to 25 pounds.
WORK ENVIRONMENT
United Way employees work in a fast-paced environment. All staff manage numerous interruptions including, but not limited to phone calls, e-mails, visitors, and impromptu meetings.
Reasonable accommodations as stated in Title 1 of the Americans with Disabilities Act may be made to enable individuals with disabilities to perform essential duties and responsibilities.
