Database and Gift Processing Specialist

$52,000 - $58,000/Yr

United Way Of Greater New Haven - New Haven, CT

Full-time - Entry Level

New Haven, CT

Religious, Grantmaking, Civic, Professional, and Similar Organizations

About the position

The Database and Gift Processing Specialist at United Way of Greater New Haven plays a vital role in supporting the organization's fundraising operations. This position is responsible for accurately recording gifts and pledges from various donation channels, maintaining donor data integrity in Salesforce CRM, and generating insightful reports to enhance fundraising strategies. The specialist will also manage giving platforms and support operational components of fundraising activities, ensuring compliance with United Way and IRS standards.

Responsibilities

• Accurately record gifts and pledges from various sources in Salesforce CRM.
• Prepare and clean data files for upload into the CRM.
• Maintain and organize donor and constituent information within the CRM.
• Generate accurate data reports to provide insights into fundraising performance.
• Oversee and manage United Way's giving platforms for a user-friendly experience.
• Support operational components of fundraising activities and resolve gift discrepancies.

Requirements

• Two to three years of related work experience, preferably in a non-profit setting.
• Experience with Customer Relationship Management (CRM) platforms, preferably Salesforce.
• Experience in extracting, transforming, and loading (ETL) data between various systems.
• Proficiency with Microsoft products including Word, Excel, and other Office 365 applications.
• Knowledge of Excel lookup and database formulas, pivot charts, and PowerQuery.
• Familiarity with HTML and CSS languages.

Nice-to-haves

• Demonstrated experience with data entry and working with strict deadlines.
• Comfort in summarizing and transforming data.
• Ability to learn new software/online tools as needed.
• Experience working in cross-functional settings.
• Ability to work with diverse staff and volunteers.

Benefits

• Competitive benefits package
• Hybrid work environment (3 days/week in office)