Donor Services Specialist - The San Diego Foundation

Audrey Lewis

The Donor Services Specialist provides Administrator leadership and workflow management for the Donor Services team and customer support for TSDF stakeholders (both internal and external), with a primary focus on external facing Fund Advisor support. The Specialist will regularly interface with and provide exceptional customer service to high-level TSDF donors.

In this role you will be responsible for, but not limited to:

PROVIDE ADMINISTRATOR LEADERSHIP AND WORKFLOW MANAGEMENT:

Provide best-in-class support to donors and stakeholders and manage the flow of communication with the Development & Stewardship team:

• Interface regularly with the community and donors, providing quality customer service resulting in a positive and professional image of TSDF.
• Serve as initial point of contact for all donor inquiries, responding to phone and email communications with accurate and up-to-date information about funds, policies, TSDF programs, etc. Forward to the appropriate staff member as needed.
• Adhere to policies, procedures and workflow related to creating, maintaining, inputting, and changing fund agreements for all fund types.
• Maintain tracking system.
• Create and maintain electronic files.
• Update and maintain all mail codes in Raiser’s Edge, Financial Edge, and Granted Edge.
• Research projects as assigned
  

Support and maintain an accurate database:

• Maintain constituent contact information in Raiser’s Edge, Financial Edge, and Granted Edge
• Provide support and expertise to establish and maintain standards of input.
• Stay adept and up to date with Raiser’s Edge, Financial Edge and Granted GE, and the capabilities of each.
• Ensure departments are updating and maintaining relationships and/or constituent codes in Raiser’s Edge, Financial Edge, and Granted Edge.
• Ensure accuracy in the use of constituent codes, attributes, queries, and reports.
• Ensure self and team are cross trained to provide backup for Donor Services Administrator functions, including pulling lists and database management.
  

We are looking for:

• Minimum of four years of administrator and/or customer service experience in a professional office environment; nonprofit experience preferred, but not required
• Experience in directing a team and managing workflow
• Demonstrated track record in developing and utilizing administrative organizational systems with attention to detail, timeliness and record keeping
• Professional attitude and demeanor working with both internal and external customers
• Ability to work independently and successfully prioritize and coordinate multiple projects and meet deadlines
• Regularly takes the initiative to recognize problems, and clearly explain potential solutions
• Highly dependable team player with a positive and enthusiastic attitude
• Outstanding interpersonal, verbal, and written communication skills
• Advanced knowledge and expert proficiency with computer software applications: MS Windows, Outlook, Word, Excel, PowerPoint
• Strong aptitude and experience with database applications, data entry and report generation preferably with Blackbaud (Raiser’s Edge, Financial Edge, and Granted Edge)
• Highly organized, with attention to detail, and the ability to apply sense of urgency, work under pressure and meet strict timelines.
• Ability to be flexible and open to change with successful experience working in a fast-paced environment

The San Diego Foundation offers and excellent benefits package and competitive compensation.

Please apply at jobs@sdfoundation.org and please place Donor Services Specialist in the subject line. Please attach your resume and a cover letter.