Campaign Processing Specialist

The Campaign Processing Specialist directly contributes to the organization by providing day-to-day processing of all aspects of pledge processing, including data entry and information analysis. This position is responsible for ensuring the timely and accurate entry of all campaigns, grants, events, program support, adjustment envelopes, and file uploads within the donor database. This role assists in ensuring the integrity of our donor database and accurately processes financial data swiftly and securely.

Responsibilities

Process campaign pledges, cash receipts, and adjustment envelopes into the donor database (CRM) daily; Prepare, validate, and execute complex Excel spreadsheets for bulk uploads; Establish new donor accounts and ensure pledges and payments are recorded per standards and GAAP; Oversee lifecycle of credit card payments, ACH electronic checks, cash, payroll deduction, and other payment methods; Reconcile donor accounts in accordance with GAAP; Prepare and reconcile designation payouts within the CRM system; Ensure campaign data is properly classified, segmented, and segregated; Review daily transaction entries, identify discrepancies, and run reconciliation reports; Identify and record duplicate records and maintain CRM health; Assist with cross-departmental support and department projects

Requirements

High School diploma required; Minimum of 2-3 years of experience in high-volume data processing, accounts receivable; Advanced proficiency in Microsoft Excel (VLOOKUPs, Pivot Tables, and complex formulas); Ability to navigate complex relational databases; Strong mathematical skills and impeccable attention to detail; Some experience and willingness to learn AI tools; A genuine passion for United Way's mission; Ability to troubleshoot discrepancies and identify process improvements; Proven ability to manage competing deadlines; Must maintain the highest level of discretion and confidentiality regarding donor financial information; Must be able to work in a cubicle office space

Nice to have

Associate's or Bachelor's degree in Business Administration, Accounting, or a related field; Experience with donor databases (e.g., Raiser's Edge, Salesforce, Blackbaud CRM, or Andar)