Assistant Director, Finance

Manage the Electronic Pledging Program (70%)

Work closely with Director, Finance, Business and Pledge Management, and Resource Development staff to maximize growth of the electronic pledging program.  

• Manage timelines, internal/external resources and staff for a successful program.
• Develop and maintain program documentation and all documentation on the participating organizations. 
• Manage customer relationships with participating companies.
• Manage a comprehensive training program for participating companies.
• Work with the Assistant Director of E-Technology to set up and service electronic
• pledging websites.
• Upload data files as required for participating companies, maintaining
• organization profiles in Andar.
• Manage customer service support for participating companies.
• Provide Organizational training for staff about the program.
• Research new platforms.  Innovation is an important component of the program.  Make recommendations, as warranted, on new process or technology that will maximize program growth.  Suggest designs that generate positive experiences and emotions for the brand.
• Review and evaluate metrics to evaluate success. 
• Research emerging best practices and standards in usability.
• Staff Training on epledge/ECM Training
• Documentation

Key Responsibility Area: Donor Engagement/Pledge Management (25%)

• Assist with pledge processing for private and public sector
  • Understand the pledging process for paper pledges and where data is entered into Andar for pledges
  • Provide assistance with pledge data entry, adjustments, donor choice structure, envelope review and closing as needed.
  • Assist with the entering/transferring of pledges from eWay/Nexxus to Andar
  • Detach web envelopes for epledge campaigns and assist with processing as needed.
• Extract data, prepare statements and mail Monthly Billing Statements for Public and Private Sector. Respond to questions/issues/requests from companies and donors.
• Extract data, prepare and mail tax receipts for Public and Private Sector. Respond to questions/issues/requests from companies and donors.
• Extract data, prepare and mail confirmation letters for private sector donors giving $25 or more.  Respond to questions/issues/requests from donors.

Research and implement ways that technology could simplify/streamline our work and improve donor relations (5%)

• Utilize CRM software to generate tax receipts, billing statements, confirmation letters.  Send by email instead of mailing.
• Research ways to use CRM dashboards for our work (pledge collections)
• Utilize ACH payments in Andar and how to make this an option on epledge for donors
• Develop and maintain a web portal for Other United Ways and Special Agencies to pull their acknowledgement lists to decrease the number of reports that are mailed.
• Once released, research Andar payment page and update statements to reflect new payment option.
• Continue to research new giving opportunities via technology- Text to Give.
• After learning and understanding job duties, determine other ways to utilize technology.

Other Duties as Assigned

• Assist with other Finance/eBusiness/Pledge Management duties as needed
• Participate on internal staff teams and provide ideas and support on technology