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Donor Services Analyst

April 3, 2024

Website unitedwaynefl United Way of Northeast Florida

Uniting For Tomorrow

Position Title:        Donor Services Analyst

Department:          Donor Services

Reports to:            Senior Director

Reviewed:              February 2024                                    FLSA Status: Non-Exempt

 

 

 

Vision and Mission:
At United Way of Northeast Florida, we envision a community of opportunity where everyone has hope and can reach their full potential. Our mission is to solve our community’s toughest challenges by connecting people, resources, and ideas.

 

Diversity, Equity and Inclusion is not only valued and demonstrated in our hiring practices, it is a fundamental part of our mission throughout our organization and the communities we serve.

 

Our Values:
•      Teamwork – We work together to accomplish our goals and help each other succeed.

•      Innovation – We are fearless, imaginative trail blazers.

•      Mission Focus – We are passionate about our community’s well-being and creating lasting change.

•      Integrity – We are honest, transparent and act ethically to create trust.

•      Excellence – We set clear, high expectations for ourselves and our work.

 

Purpose of Position:
The Donor Services Analyst will need to successfully work with the Donor Services Senior Director (DSSD) on 1) day-to-day work connected to pledges and pledge payments, 2) providing excellent customer service for corporate partners, individual donors, agency partners and internal departments, and 3) deepening trust, and expanding revenue producing opportunities for the Organization. The role will be the primary interface with agencies and agency eligibility, and process pledge and pledge payment transactions (i.e. pledges, contributor designations, pledge payments) to maintain accurate donor data. It is essential to value customers and cooperate productively with other team members seeking ways to improve quality and productivity. Extreme attention to confidentiality and accuracy is critical.

 

 

 

 

 

 

 

Key Responsibilities and Essential Functions:
•      Assist with communication to contributors, agencies and company representatives regarding pledges, payments, designations, allocations, and acknowledgement of gifts. Prepare monthly reminder statements

•      Help enroll agencies for ACH payments and resolve returned checks

•      Build up to a cadence of twice-weekly thank you letters

•      Help maintain agency information, such as address, tax exempt status and Patriot Act compliance in StratusLive

•      Perform designation research as needed

•      Work with the donor services team on CRM cleanup, updates and maximization of processes

•      Actively learn team processes, and help map improvements

•      Process transactions for all campaign accounts (corporate, employee and individual) for the purpose of recording pledges receivable, contributor designations, company and individual leadership awards, and affinity group participation

•      Post pledges and pledgepaymentstothecompanyandindividualaccounts,bypledgeyear

Experience/Qualifications:
•      High School diploma or equivalent (i.e., GED) required

•      Required minimum of two years’ experience in accounting, donor services or CRM management.  Ability to work in a team environment with minimal supervision and make recommendations to prioritize work and outline steps necessary to complete a project

•      Proven ability to work on several on-going projects simultaneously

•      Demonstrated experience with assignments requiring close attention to details

·        Proficiency in oral and written communication skills

•      Demonstrated ability to work accurately

•      Comfortable working in a fast-paced environment

•      Ability to work under pressure, i.e., fluctuations of work load due to deadlines and ability to maintain productivity and composure under pressure

•      Skills requirement: Key Board and 10 Key by Touch

•      Demonstrated proficiency with Microsoft Word and Excel for Windows

•      Experience with StratusLIVE CRM, or similar product, is desirable

•      Overtime as assigned

•      Other duties as assigned

 

 

Compensation and Benefits:

 

•      Competitive Pay – Commensurate with education and experience based on current market

•      Health Insurance – Generous zero to low-cost Medical, Dental, and Vision for employees and dependents

•      403(b) Matching – Generous matching up to 6% of annual pay

•      Holidays – 11 paid holidays, three personal holidays, and four year-end bonus days

•      Vacation – Two weeks paid vacation

•      Flexible Schedule – Hybrid working environment with the ability to modify as needed

•      Vibrant Work Environment – office space in The Jessie in downtown Jacksonville, a nonprofit and community gathering space in a sustainable, state-of-the-art facility with free monthly parking

•      Purpose – Help United Way transform NEFL into a community of opportunity and hope for ALL people

•      Employee Assistance Program

•      A fun, challenging, and inclusive culture

 

 

General Physical Requirements for Essential Functions of the Job:

 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to sit, talk, and/or hear. Continual use of the hands with wrist and finger movement using a keyboard is required. Specific vision abilities required by this job include long hours viewing a computer monitor screen. The employee may occasionally travel using personal vehicle and/or work outside normal office environment.

 

This description is not designed to contain a comprehensive inventory of all responsibilities and qualifications required of all team members assigned to this position. It is intended only to describe the key elements relative to each section. Also, duties and/or requirements of this position may be modified, added or deleted at any time. This supersedes all descriptions previously written for the same position. Unique equivalent skills and experience may possibly substitute for required position requirements.

 

 

Additional Information:

 

The attributes listed above represent our current thinking for the role. You can be a great candidate even if you don’t fit everything we’ve described below. You can also have important skills we haven’t thought of. If that’s you – even if you’re on the fence – we encourage you to apply and tell us about yourself! Unique equivalent skills and experience may possibly substitute for required position requirements.

 

We have built an environment that celebrates the differences in backgrounds and experiences. United Way invests in activities that lead to greater inclusion, diversity, and equity.  We are an equal-opportunity employer and we especially encourage and invite members of traditionally underrepresented communities to apply.

 

United Way of Northeast Florida is an Equal Opportunity Employer and a Drug Free Work Environment.