Flourish with us as our Database Specialist – Contributions and Giving!
Join our team of dedicated professionals in strengthening our community for current and future generations by helping people make a difference in the lives of all.
As the Database Specialist – Contributions and Giving, you will be responsible for supporting database operations by processing and recording all constituent record transactions including but not limited to gift entry, event registrations, other record updates. This position will assist in performing database integrity processes as needed and offer backup support for grant and scholarship processing.
If you have at least 2 years of data entry experience and proficiency in Microsoft Word and Excel, we want to hear from you! Experience working with Foundant or another CRM database is preferred. Please see the detailed job description below.
We have been certified since 2022 as a silver-level Employee Friendly Workplace by the Fox Cities Chamber of Commerce. This certification recognizes employers who demonstrate a significant commitment to promoting work/life integration by creating a positive work environment and experience for all employees.
We offer a flexible and hybrid working environment. Our team currently works in our office at 4455 W. Lawrence Street in Appleton, WI, or remotely in the Fox Valley area. In addition to a flexible working environment, it is important to us to offer a generous benefit package to our team members. Our current package includes dental, health, and vision insurance, 401(k), paid time off, paid volunteer hours, and professional development. The position is expected to work 40 hours per week. The starting salary is $25.50 per hour. A start date no later than November 2024 is preferred.
We are excited to learn more about your experience!
Job Description
TITLE: Database Specialist – Contributions and Giving
DEPARTMENT: Finance and Database Operations
LOCATION: Community Foundation for the Fox Valley Region 4455 W. Lawrence St. Appleton, WI 54914
REPORTING TO: Director of Database Operations
FLSA CLASSIFICATION (EXEMPT OR NON-EXEMPT): Non-Exempt
CLASSIFICATION: Full-Time Benefits Eligible – 40 hours per week
LAST UPDATED: August 7, 2024
POSITION SUMMARY
The Database Specialist – Contributions and Giving is part of the Foundation’s dedicated team of professionals who work together under the core values of integrity, respect, teamwork, stewardship, and diversity, equity, inclusion, and antiracism (DEIAR) to support the strategic direction and mission of the Foundation, strengthening our community for current and future generations by helping people make a difference in the lives of all.
The Database Specialist – Contributions and Giving is responsible for supporting database operations by processing and recording all constituent record transactions including but not limited to gift entry, event registrations, other record updates as outlined below. This position will assist in performing database integrity processes as needed and offer backup support for grant and scholarship processing.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Fundamental Responsibilities
- Process and analyze contributions for multiple entities to ensure accurate donor records and compliance with applicable regulations.
- Provide timely and accurate gift processing. Handle complex donations including stocks, wire transfers, planned gifts, Donor Advised Fund gifts, matching gifts and other transaction types as needed.
- Complete and develop processes to maintain database integrity including identifying discrepancies and adjusting records as needed.
- Process all donations from external giving platforms; research and/or work with other stakeholders to obtain necessary details for entry.
- Contact donors as needed regarding gift related errors, including declined credit cards, incomplete checks, and unspecified designations.
- Prepare receipts and acknowledgements for donations.
- Record, maintain, and adjust pledge
- Update donor records with demographic information derived from donations and other
- Process all vendor invoices and issue weekly check or ACH payments.
- Process new fund and fund advisor portal setup and updates.
- Serve as primary contact for event and marketing campaign setup and management in the database.
- Serve as primary contact for data exports and database-driven reports from the CRM database as needed by internal stakeholders.
- Assist Foundation staff to respond to telephone and written inquiries from donors about their
- Create and/or update standard work documents related to
This job description describes the general nature and scope of responsibilities for this position. Please note other duties and responsibilities may be assigned or removed at any time.
EDUCATION AND/OR EXPERIENCE
- At least two years of data entry experience required.
- Experience working with Foundant or another CRM database
- Must be proficient in Microsoft Word and Excel, including mail merges.
KNOWLEDGE, SKILLS AND ABILITIES
- Able to demonstrate teamwork, respect, integrity, stewardship, and DEIAR throughout work and
- Ability to work in a fast-paced environment with demonstrated ability to manage multiple competing
- Quick learner with demonstrated progressive knowledge
- Ability to resolve issues timely and
- Effective time management, to establish priorities and meet deadlines.
- Continuous improvement skills to make processes more efficient.
- Excellent organizational skills and attention to
- Strong oral and written communication
- Ability to handle sensitive and confidential
- Ability to work independently with minimal
- Strong data entry skills with emphasis on accuracy and attention to
WORK ENVIRONMENT AND JOB SPECIFICATIONS
The work environment and job specifications listed below are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job.
- Primarily perform work in an office
- Frequently move around the office and access or use computers, office equipment, telephone, and any other pertinent supplies, space or equipment used to perform the duties of the position.
- Work with frequent
- Sit for long periods of
- Lift and/or move up to 10 pounds and occasionally lift and/or move up to 20
- Travel occasionally to surrounding area businesses for events, meetings,
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Please submit your resume and cover letter to careers@cffoxvalley.org using the following email subject line: Database Specialist – Contributions and Giving.