Posted in Other 30+ days ago.
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Type: Full Time
Location: Boston, Massachusetts
The Schwartz Center for Compassionate Healthcare is a national nonprofit leading the movement to bring compassion to every patient-caregiver interaction. Research shows that when caregivers are compassionate, patients do better and are more satisfied. Caregivers find greater meaning in their work, experiencing less stress and burnout. More than 440 healthcare organizations in the U.S., Canada, New Zealand and Australia are Schwartz Center members, in addition to 150 sites in the U.K. and Ireland that conduct our Schwartz Rounds program. Together, we are helping more than 265,000 healthcare professionals provide compassionate care to millions of patients. Our operational budget is funded 86% by philanthropy, with funds coming from individual, corporate and foundation donors. We are expanding our fundraising out of New England and have grown to nearly 30,000 records in our Raisers Edge database.
You love fundraising database work, Raisers Edge (RE), Salesforce and working in a dynamic team. You see opportunities for improving how we enter our donations. You have great attention to detail but know how to juggle many tasks. Youre resourceful and are constantly learning and thinking innovatively. You have experience moving projects forward rather than just responding to crises. You work well independently and enjoy being part of a team. Youre a quick study and can roll with change. You want to be part of an organization that is creating a better healthcare world.
ABOUT THE WORK:
The Data Coordinator is responsible for the accurate and judicious operation of our fundraising database, ensuring that data are recorded and maintained so that they are correct, up-to-date, and consistent with reporting needs. Responsibilities include gift processing and donor acknowledgement, constituent data management, event registration, and tracking fundraising activity and communications. This position reports to the Systems Manager.
GIFT PROCESSING AND DONOR ACKNOWLEDGEMENT
Processes daily and recurring gift batches to ensure that all gifts and pledges made online, offline, and through our lockbox are accurately recorded in Raisers Edge.
Communicates with Systems Manager, teammates and affiliate partners as needed to process gifts of securities, wire transfers, donor-advised funds, and employee giving programs, or to resolve questions that arise from ambiguity of gift information.
Handles inquiries and questions from donors.
Accurately matches gifts to pledges, proposals, tributes, event registrations, and memberships, produces daily and monthly batch reports, makes gift adjustments as needed.
Observes PCI compliance protocol to keep payment information secure.
Generates and tracks standard and custom acknowledgement letters, tribute notifications, and Compassionate Caregiver Certificates.
Manages invoicing and pledge reminder process, tracking and reporting regularly on outstanding pledges and matching gifts, and generating reminders. Follows up with donors and matching gift companies as needed to maximize matching gift revenue.
Maintains appropriate electronic and paper filing and follow-up systems for financial and donor records.
Oversee donor thank you call process.
CONSTITUENT DATA MANAGEMENT
Creates and maintains constituent and relationship records.
Receives returned mail and makes updates as appropriate.
Merges duplicate records and manages attributes.
Supports prospect management by adding proposals, actions, and notes to the database, using data import or global functions whenever possible.
Works with the Systems Manager to generate lists out of RE for mailings or publications.
Provides support for annual appeal mailings as needed by producing mail merges, labels, etc.
Assists with integration between Raisers Edge and Salesforce databases.
Assists with data entry for both Raisers Edge and Salesforce.
Processes registration fees and guest lists for all fundraising and some non-fundraising events, including our annual dinner which has approximately 1,500 participants.
As needed follows up with sponsors to collect logos and guest names, and in producing registration lists for periodic review leading up to the event.
Assists in on-site registration, produces materials for on-site registration tables and helps train volunteers. Assists in importing attendance lists and adds/updates constituent records after events.
Works to resolve ongoing data clean-up projects, and helps prepare the database for future data conversions and upgrades as needed.
Identifies opportunities to improve efficiency and/or minimize reporting errors.
Maintains batch filing system and coordinates with vendor for annual scanning.
Represents the Schwartz Center on the Gift Processing Council.
Troubleshoots and resolves issues as they arise on behalf of the department. Other Raisers Edge and administrative tasks as assigned.
Must have Bachelor's degree and a minimum of 2-3 years of experience using database software, internships included. Experience with Raisers Edge, Salesforce or other fundraising database software is required, additional training will be provided.
A customer-service approach to serving donors and colleagues.
Proven track record of coordinating, scheduling and planning complex events.
Ability to manage a variety of personal styles during high stress periods.
Good communication skills.
Strong organizational skills, detail-oriented, and efficient.
Excellent computer skills including extensive knowledge of MS Word, Outlook, Excel, and the Internet.
Strong commitment to quality work, customer service, and high productivity.
Excellent computer and database skills including extensive knowledge of MS Word, Outlook, Excel, PowerPoint.
Ability to think critically and creatively.
Flexibility to handle multiple tasks at once.
Skills to manage up and across.
Comfortable working within the guidelines of a larger institution.
High degree of initiative and independent judgment.
Sensitivity, good judgment, relationship-building skills and overall standards of excellence in communicating with donors and prospects in person, by phone, and through written correspondence.
Ability to work under pressure.
Flexibility to work some evenings and weekends as necessary.
Desire to be a part of an organization that is creating a better healthcare world.