Pledge Processing Specialist

Description

Who we are:

United Way for Greater Austin brings our community together to break economic barriers and build opportunity for all. We break the cycle of economic hardships for families and individuals, striving to create a vibrant, thriving community. Recognizing the urgency of addressing economic challenges, we focus on increasing the availability of high-quality early care and education and access to pivotal resources to address financial barriers in Central Texas. Our united front includes dedicated donors, volunteers, corporate and civic partners, staff, and a connected network of neighbors. Together, we leverage data, community alliances, services, and public engagement to transform Central Texas, responding to urgent needs with lasting, impactful solutions.

Who we want:

The Pledge Processing Specialist consistently achieves deadline-driven results while providing high customer service to the United Way staff and our external stakeholders. You will accurately input all pledge and payment details from various systems and sources into our record database. You will coordinate with other departments and donors as needed to guarantee that all appropriate documentation is collected and maintained to meet the requirements of our yearly financial audit. You will be an ambassador of departmental and organizational processes while having the ability to identify areas for growth and improvement. 

Who you are:

• Drives results: You have a strong bottom-line orientation. You persist in accomplishing objectives despite obstacles and setbacks and have a track record of exceeding goals successfully. You push yourself and help others achieve results.
• Collaborates: You work cooperatively with all departments across the organization to achieve shared objectives and represent their interests while being fair to others and their area. You partner with others to get work done and credit others for their contributions and accomplishments — you garner the trust and support of others.
• Interpersonal savvy: You relate comfortably with people across levels, functions, cultures, and geography and act diplomatically and tactfully. You build a rapport in an open, friendly, and accepting way and develop constructive relationships with people similar and different to yourself. 
• Being resilient: You are confident under pressure and maintain a positive attitude despite adversity. You manage crises effectively, bounce back from setbacks, and grow from your hardships and negative experiences.

What you'll do:

Payments:

• Support the processing of donations received through various platforms, to include Classy, Goodworld, Benevity, ACH
• Record cash receipts via check, EFT, and other forms of payment in the Salesforce donor database system. 
• To ensure business continuity, help create and maintain process/procedure documentation, training materials, and other collateral. 
• Process charitable transactions received daily by United Way for Greater Austin in a confidential and accurate manner. 
• Determine the proper gift entry coding (fund, gift type, etc.). 
• Match gifts and constituent record updates. 

Pledges:

• Data entry of pledge information, including processing of electronic pledge data.
• Process pledges in a timely manner to meet reporting requirements, including acknowledgement letters. 
• Import and validate electronic pledge data to eliminate duplicate or inaccurate records.
• Review imported pledge data to ensure completeness and accuracy. 
• Perform reviews of the data input to verify accuracy, either by self-review or by review by another. 
• Confirm 501(c) (3) status of new designated agencies at time of data entry and resolve unidentified or ineligible agency designations with donors. 
• Confirm 501(c) (3) and Patriot Act requirements for each agency following completion of the campaign data entry each spring.

CRM Management:

• Provide high customer service to donors regarding pledge and payment assistance.
• Identify donor requests, issues, and concerns as they arise, provide information and/or assistance, and resolve problems as needed. 
• Elevate concerns around gift processing to include a change in coding, missing information, need for documentation, etc.  
• Update donor biographical and demographical records, including name, address, phone, email, and other information. 
• Provide ongoing development support to the Chief Development and Marketing Officer, Donor Operations Manager, Sr. Pledge Processing Specialist, and other team development members. 

What you will bring:

• 2+ years of data entry experience (non-profit preferred)
• Bachelor’s degree or equivalent experience preferred
• Detail-oriented, organized, and able to meet deadlines
• Proficient in Microsoft Office and Google Suite; Salesforce experience a plus
• Comfortable in a fast-paced, cross-functional environment

What you’ll receive:

• Dynamic and rewarding work environment
• Competitive Compensation
• Hybrid Work Option
• Employer 403(b) Matching
• Employer-Sponsored Health Insurance (for employees)
• Dental Insurance
• Vision Insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Generous Paid Time Off (PTO)
• Paid Parental Leave
• FMLA
• Employee Assistance Program (EAP)

Notice: The job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Management has the right to assign or reassign duties and responsibilities at any time. United Way for Greater Austin is an “at-will” employer.