- Serve as the primary point of contact for gift data inquiries from Development, Finance, and program teams.
- Triage and prioritize competing internal requests, communicating realistic timelines and proactively flagging delays.
- Enter donor gifts (checks, ACH, non-cash) into Salesforce on a weekly basis and process third-party fundraiser gifts monthly.
- Process gift acknowledgments electronically and via postal mail, including high-volume year-end periods.
- Support bulk data imports, data reconciliation between Salesforce and financial systems, and generate standard reports.
- Identify recurring data pain points and develop lightweight processes to reduce repetitive requests.
SalesforceData entryCRM