Job Description :

R MI is seeking a self-motivated and detail-oriented candidate with exceptional organizational , data and communication skills to provide key donor database services support for the RMI Development team.

This individual is responsible for process ing and acknowledg ing all of RMI's gifts and grant payments and ensur ing cleanliness and accuracy of gift and donor data in our SalesForce database .

In addition, t his individual will provide outstanding acknowledgement, stewardship, and customer service to RMI's donors, use and develop reports to support data quality and management , and manage the procurement process for the Development team.

The ideal candidate can manage competing prioritieswith a can-do attitude and maintain a pleasant and professional demeanor under pressure.

The person must have a proven track record handling sensitive information.

This position reports to Director of Development Operations.

Location : Hybrid position requires one day per week to be on-site at the Boulder, Colorado office.

Key Responsibilities

Gift Processing and Acknowledgement

Gift Processing - Process pledges, gifts, pledge- receivables, and grant payments , including accurate and timely data entry and document upload in Salesforce.

Deliver high quality support to the team with real-time communication to Relationship Managers when we receive payments or new information from donors

Process and s end acknowledgement letters , year-end gift statements and other donor commucations (via mail or email) in a timely manner

All gifts are properly attributed to the donor with updated contact info if provided, or researched if no info was provided .

Identify improvements and efficiencies to the gift processing and acknowledgement flow, while maintaining excellence in donor experience

Run n ew or u pdated DonorSearch profiles weekly and v alidate information in DonorSearch f or donors with 5-figure potential , weekly .

Procurement Management for the Development Team

Submit all requests to Procurement for new suppliers on behalf of the team .

Manage new contracts from creation to approval and PO creation .

Prepare contract renewals well in advance of expiration date or NTE amount reached .

Submit all invoices for the Development team in time to be approved and paid by the due date .

Data Quality and Database Management

Be committed to outstanding data quality in our Salesforce database.

Become an expert database user and prepare Salesforce r eport s and listviews , build dashboards , and manage opportunities , revenue and cash flow .

Flag upcoming and past revenue and cash flow t o be corrected by the first week of the month .

Maintain and improve all donor data, contact information and more in SalesForce database.

Providedatabaseadministrative support for fundraising, campaign , gift acknowledgment, and donor recognition programs.

Conducts routine data cleanup processes including merging accounts, converting leads, updating addresses .

Donor Communications

Manage and r espond to inbound inquiries (phone / email) from donors and prospects (or route to the Relationship Manager) within one business day and r oute program-related inquiries to the appropriate team

Follow up with donors regarding gifts as needed

Support the team with projects such as mailing materials to donors or distributing holiday cards to Relationship Managers

Data and Event Projects

Assist with event administration as needed

Updat e contacts to the appropriate account when auto-created through our email logging tool

Other ad hoc data projects

Other Duties as Assigned

As a member of the Development team in a fast-paced and growing nonprofit, we are dedicated to serving as an unrivaled team, helping across all areas as needed.

Technical and Tools Knowledge

Experience working in Salesforce a plus but working knowledge of a customer service database or other donor database required .

Experience handling high level customer service needs and sensitive information.

Proven attention to detail in data and databases, while also working with efficiency and efficacy.

Understands the power of accurate , complete and detailed data in informing good decision- making. Excellent knowledge of software including Salesforce, Office 365, SharePoint, OneDrive, Excel, Word, Power Point and Macintosh , including word merges, printing, and other tasks.

Adept at Excel reporting functions, including pivot tables.

Communicates clearly andeffectively verbally and in writing and has superior listening skills. Interacts with others in a professional manner.

Identifies ways to better use technology to meet needs and enjoys continually building on their knowledge and expertise by implementing best practices in data entry and management.

Minimum Qualifications

Bachelor's degree from an accredited college or university or equivalent work experience.

Four years of experience working in a data support role

Additional Qualifications :

A bility to work independently and manage several responsibilities at a time while ensuring accuracy and attention to detail

Ability to maintain professionalism and strict confidentiality at all times

Excellent interpersonal and customer-service orientated communication skills via phone and email

Ability to continually develop skills related to use of rapidly changing technology and communications best practices

Passion for data integrity and hunger for connecting the dots

Demonstrated ability to appropriately communicate sensitive information and judge how and with whom information should be shared

Dependab le and c an be counted on to assist with projects outside areas of primary responsibility.

Flexib le and has the ab ility to handle unanticipated changes to schedules, plans and workloads; approaches difficult situations with a positive attitude.

Preferred Qualifications :

Experience working for a geographically dispersed organization

Experience working for a nonprofit

Experience working with fundraising or CRM software , especially Salesforce

Proficiency in Microsoft Outlook, Calendar functions, Sharepoint , OneDrive, Excel, Powerpoint , Word

Compensation

RMI compensates based on the level and requirements of the role. Compensation within our ranges may also be determined by your education, experience, knowledge, skills, and abilities, as required by the role, as well as internal equity and alignment with market data.

The hourly range for this position is $25.98 to $32.00 per hour. You would also have an additional 5% bonus target!

Benefits

We offer a comprehensive benefits package including :

Medical, dental, vision insurance

403b retirement options (5% match immediately )

Life, AD&D, short-term and long-term disability

Professional and personal development (including LinkedIn Learning access)

Generous paid time off

Parental leave

Commuter and wellness benefits

Casual work environment

Diversity

Increasing the diversity of thought, perspectives, ideas and opinions within RMI is a critical change element supporting our long-term sustainability and mission to build a clean, prosperous, and secure energy future.

We strive for a level of diversity that reflects the communities we serve. Achieving this-regardless of ability, race, ethnicity, ancestry, age, gender, sexual orientation, religion, veteran status, socioeconomic class, educational attainment or other social identities-is critical to the success of each RMIer and collectively as an organization.

This ensures that we :

Have the different array of thinking that comes from diverse backgrounds and cultures, enabling us to solve some of the world's greatest challenges.

Strive for a culture of inclusion and belonging by treating others with dignity, respect and appreciation enabling them to feel welcomed, supported and valued.

Effectively connect, communicate and build long-lasting relationships with decision makers, stakeholders and constituents within diverse communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

RMI is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Last updated : 2024-05-20