What are the responsibilities and job description for the Associate, Constituent Services position at American Lung Association?
The American Lung Association has an excellent opportunity for an Associate, Constituent Services. Working as a member of the Constituent Services department, you will join an outstanding group of professionals dedicated to our mission: to save lives by improving lung health and preventing lung disease through research, education, and advocacy.
Responsible for direct and indirect revenue processing, database management, and reporting with a focus on data integrity and financial reconciliation while delivering a ‘constituent first’ approach.
Location: The position is located at the American Lung Association’s Brookfield, Wisconsin office and will be a hybrid of in-person and virtual work.
Responsibilities
Benefits: The Lung Association offers a comprehensive benefits package including:
The American Lung Association is an equal opportunity employer. It is the policy of the American Lung Association to prohibit discrimination and harassment of any type and to provide equal employment opportunities to employees and applicants, without regard to their race, color, sex, sexual orientation, age, marital status, religion, national origin, alienage or citizenship status, genetic predisposition or carrier status, or physical and/or mental disabilities, veteran status, or any other status protected by law.
Policy Statement
It is the policy of the American Lung Association to prohibit discrimination and harassment of any type and to provide equal employment opportunities to employees and applicants, without regard to their race, color, sex, sexual orientation, age, marital status, religion, national origin, alienage or citizenship status, genetic predisposition or carrier status, or physical and/or mental disabilities, veteran status, or any other status protected by law. This policy applies in all employment actions including recruitment, hiring, promotions, transfers, corrective actions, terminations, compensation, benefits and training.
Responsible for direct and indirect revenue processing, database management, and reporting with a focus on data integrity and financial reconciliation while delivering a ‘constituent first’ approach.
Location: The position is located at the American Lung Association’s Brookfield, Wisconsin office and will be a hybrid of in-person and virtual work.
Responsibilities
- Demonstrate a ‘constituent first’ level of service by ensuring that requests for service and support (phone, email, etc.) are quickly addressed accurately and consistently following business rules.
- Daily batch entry for all gift types (individual gifts, memorials, IRA, donor-advised funds, matching gifts, event revenue, etc.) ensuring accuracy and complete deposit packets sent to finance within 48 hours of deposit.
- Triage and assign tickets received in Constituent Services queue ensuring all tickets routed appropriately to be addressed within one business day.
- Monitor weekly acknowledgment processes looking for opportunities to create better efficiency to the organization and donors.
- Process special event acknowledgment letters, drafting and sending to local development teams for review; mailing within one week.
- Process special event invoices, obtain proper backup and coding for event merchandise, and submit through Concur.
- Work with Specialist to provide updated revenue and expense reports to Special Events/Development team weekly.
- In partnership with Senior Manager and Specialist, process chargebacks according to business rules.
- Assist in processing reversal batches in ROI.
- Serve as back-up for regional associates as volume permits.
- Work with Coordinator to serve as back-up for matching gift confirmation.
- Assist in other Constituent Services projects and duties as assigned.
- Associate degree in business or related field preferred, or equivalent combination of education and work experience.
- Two to three years of solid administrative experience with ability to handle a variety of inquiries with courtesy and accuracy.
- Excellent communication skills, both written and verbal.
- Excellent analytical and organizational skills.
- Strong contributor within a team environment, with a positive and productive attitude.
- Demonstrated ability to organize, plan, and carry out activities independently to meet specific, competing timelines and goals under pressure; ability to multi-task, troubleshoot, and set work assignment priorities.
- Ability to think analytically, establish and maintain systems and processes, and compile data and reports.
- Experience and proficiency with data management systems.
- Proficiency in Microsoft Office suite, particularly Microsoft Excel.
- Ability to lift and carry 25 lbs. (supplies)
- Experience supporting peer-to-peer fundraising events helpful.
- Bilingual skills in English/Spanish a plus.
- Consistent with its mission, the American Lung Association maintains a smoke-free workplace; all employees must abstain from tobacco use in any form, including vaping.
Benefits: The Lung Association offers a comprehensive benefits package including:
- Paid Leave - 10 vacation days in the first year (15 days thereafter), 2 personal days and 15 sick days per year, as well as 12 company-paid holidays per year. We also offer Paid Parental Leave for eligible employees.
- Insurance - Employees (and their eligible dependents) can enroll in our medical, dental, and vision plans, as well as voluntary plans for critical illness, accident, hospital indemnity, short-term disability and supplemental life/AD&D insurance. Employees will be enrolled in company-paid life/AD&D and long-term disability Insurance coverage.
- Retirement Plan - Eligible employees can participate in our 401(k) Defined Contribution Retirement Plan, which offers matching employer contributions (up to 4%) and year-end discretionary non-elective contributions.
The American Lung Association is an equal opportunity employer. It is the policy of the American Lung Association to prohibit discrimination and harassment of any type and to provide equal employment opportunities to employees and applicants, without regard to their race, color, sex, sexual orientation, age, marital status, religion, national origin, alienage or citizenship status, genetic predisposition or carrier status, or physical and/or mental disabilities, veteran status, or any other status protected by law.
Policy Statement
It is the policy of the American Lung Association to prohibit discrimination and harassment of any type and to provide equal employment opportunities to employees and applicants, without regard to their race, color, sex, sexual orientation, age, marital status, religion, national origin, alienage or citizenship status, genetic predisposition or carrier status, or physical and/or mental disabilities, veteran status, or any other status protected by law. This policy applies in all employment actions including recruitment, hiring, promotions, transfers, corrective actions, terminations, compensation, benefits and training.