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.
