This role is processing workplace campaigns, which is collecting pledges made from a variety of donors working in large corporations that contribute to the United Way through payroll deductions. It requires exporting large files of raw data into Excel and Sort, Filter and Format donor data for processing. The individual needs to have the ability to create Pivot Tables and Formulas in Excel in order to analyze data accurately. Attention to detail is critical.
Areas of Responsibility:
- Maintain and update corporate and individual account information in database
- Drive pledge processing submissions for third-party accounts, rollover campaigns, and system-wide accounts.
- Audit all processed envelopes for accuracy, proper documentation, duplication, mathematical errors and proper recording.
- Ability to manipulate large Excel reports based on specific criteria to meet financial audit standards
- Assist in the development, implementation, and maintenance of policies and procedures for overall pledge submission processes
- Assist in ongoing training of Microsoft Dynamics 4.0 CRM and Enterprise as needed
- Support in the building, design and execution of all Electronic Pledge Capture (eWay/eGive) campaigns for our Corporate Partners
- Support organizational database needs and improvement opportunities
- Support campaign team’s research and reporting needs
- Other duties as assigned
Supervision and Working Relationships
- Position works under the direction of the Operations Manager
- Interfacing with all organizational departments, Corporate Partners and appropriate stakeholders
Educational Background:
BA degree preferred
Skills/Experience:
Education and Other Requirements
- Two years of data processing experience
- Experience in CRM preferred
- Non-profit service experience a plus
- Highly detailed oriented and analytical
Technical Knowledge
- Computer proficiency with emphasis on Microsoft office 2010 (Outlook, PowerPoint, Excel, Word)
- Advanced Excel skills
- Experience in a business office, with experience in database management
- Knowledge of HTML and/or Website building experience required
Job Function:
Organization Info
Listing Stats
Post Date:
Feb 1 2018
Active Until:
Mar 1 2018
Hiring Organization:
United Way Worldwide
industry:
Nonprofit