[Hiring] Gift Processing & Data Entry Specialist @Shriners Children's

Role Description

The Gift Processing & Data Entry Specialist will be at the forefront of the office of Philanthropy’s gift processing and data flowing into Blackbaud CRM ecosystem. They will be responsible for entering biographical constituent (donor) data in Blackbaud CRM for all check and wire transfer donations received by all US locations. When donations are received via mail, they will be the first touch to correctly enter all donor information, including relationships, into BBCRM and PaperSave. They will also be responsible to discover research, merge duplicate records and follow all SOPs for each unique donation.

Responsibilities

• Data Entry Headquarters Donations:
  • Responsible for entering donor biographical data (name, address, phone, email, and creating relationships etc…) into the Blackbaud CRM database and PaperSave.
  • Follow the policies and procedures laid out by the Shriners executive team.
  • Identify each type of donation by reading the information in the backup paperwork provided by the donor.
  • Work with the Wells Fargo virtual lockbox PDF files and process them through the PaperSave portal.
  • Enter all data for each transaction onto a spreadsheet to pass on to the Donors Services team.
  • Create service tickets to request Revenue Update Batch, Reclass Donations, Solicit Codes Preferences, Check Refund Requests, and any other needed Categories.
  • Ensure data integrity and attention to detail in this position are essential.
• Data Entry Site Donations:
  • Work directly with location staff to understand donor intention for each donation received at the site.
  • Communicate with the site via email, phone and/or Microsoft Teams.
  • Learn all appeals, attributes, constituencies and designations for each location to apply proper credit.
  • Build all tribute and tributee provided by the donor.
  • Handle tasks that a site’s staff usually manages during staffing issues.
• Data Integrity Research:
  • Search the database to determine if the donor already exists before adding a new record.
  • Use Ekata Pro to determine if multiple donors with the same name and different addresses are actually the same donor.
  • Merge duplicate donor records into one record when found.
  • Examine and remediate multiple data integrity checks, including households with more than two members, online obituary research, duplicate merge, and more.

Qualifications

• High School Diploma / GED
• Must be computer literate and highly proficient using the following software applications: MS Office, Adobe, Internet search engines
• 2 years of data entry experience (preferred)
• Knowledge of Blackbaud CRM (preferred)
• Knowledge of PaperSave document management solution (preferred)
• Knowledge of Wells Fargo virtual lockbox process (preferred)
• Familiarity with Shriners donor relations process (preferred)
• Familiarity with donor terms and the procedures of department (preferred)

Benefits

• Medical coverage on the first day of employment
• 403(b) and Roth 403(b) Retirement Saving Plan with matching contributions of up to 6% after one year of service
• Paid time off for full-time and part-time employees (40+ hours per pay period)
• Life insurance, short term and long-term disability
• Flexible Spending Account (FSA) plans and a Health Savings Account (HSA) if a High Deductible Health Plan (HDHP) is elected
• Tuition reimbursement
• Home & auto, hospitalization, critical illness, pet insurance and much more
• Coverage available to employees and their qualified dependents in accordance with the plans
• Benefits may vary based on state law