Description

NOTICE OF HIRING PAUSE:

DAP Health will be launching the Epic electronic health record system (which you may know as MyChart) on May 28. While our staff is excited about this update and about having state-of-the-art tools at their disposal, this process does require intensive training. Therefore, to allow for learning of this new system, we are pausing all hiring and onboarding. While our recruiting team will continue screening applications, please note the earliest start date for new staff will be June 24th, 2024.

Job Summary:

Under the direction of the Resource Development Database & Operations Manager, the Resource Development Coordinator assists the department in administrative/clerical functions and is principally responsible for the coordination of most day-to-day data entry of revenue into the customer relationship management (CRM) system.

Job Status: Full-time, Hourly Non-exempt

Duties/Responsibilities:

• Data Entry:
  • Extensive data entry of donations, pledges, biographical, and non-financial donor information.
  • Prepare donor acknowledgment letters with high-level attention to detail and accuracy.
  • Retain and maintain reports, correspondence, and daily donation batches in the network drive or CRM.
  • Partner with accounts receivable to ensure donation checks are deposited in a timely manner.
  • Create queries and reports through CRM program.
  • Strive to ensure the accuracy and integrity of the database.
• Administrative duties:
  • Complete all department check requests, mileage reimbursement reports and for those applicable, monthly company credit card statements, and submit to accounts payable.
  • Assist Resource Development colleagues with questions regarding use of the CRM
  • Collect and analyzes response and feedback from current and potential donors.
  • Retrieve and distribute department mail.
  • Maintain and order office supplies as needed.
  • Assist with events as needed/required.
• Perform other duties as assigned.

Qualifications

Required Skills/Abilities:

• Skilled in data entry with a strong emphasis on accuracy and an understanding of the significance of precise record-keeping.
• Proficiency in MS Office suite, including Outlook Email, Word, and Excel, with expertise in tasks such as mail merges, formulas, tables, and Outlook calendar scheduling.
• Excellent written and verbal communication abilities are essential.
• Comfortable professionally communicating with a diverse population of colleagues, donors, patients, and clients.
• Ability to work independently as well as in a group setting.
• Must be able to multi-task and prioritize projects in a fast-paced environment.
• Basic knowledge of accounting terminology and duties is desirable.
• Familiarity with medical and/or non-profit fields desired.

Education and Experience:

• Minimum of three years working in an office environment with strong computer, clerical, and customer service responsibilities.
• Prior experience in working with CRM or similar database software is preferred, but trainable.
• Project management experience, a plus.