Donor Services Associate

Location: Reach Beyond U.S. Office, Colorado Springs, CO
Position: Donor Services Associate
Hours per week:  40 (exempt)
Department: Development     
Supervisor: CRM Manager

POSITION SUMMARY

SPIRITUAL REQUIREMENTS

Reach Beyond exists so people everywhere come to Christ, become His disciples, and serve Him as active, vital parts of the body of Christ. We place priority on multiplying the resources God has given us by creating sustainable and reproducible ministries and empowering others to do the same. We serve as the voice and hands of Jesus with global partners to reach those who have never heard or have limited access to the Gospel of Jesus Christ and to mobilize others who can also serve Christ. As ministers of the Gospel, our staff must meet the following spiritual requirements:

• A born again believer of Jesus Christ with a heart for service
• In agreement with and uphold the Reach Beyond Statement of Faith
• Willing and committed to hold to the policies described in all manuals
• Willing to participate in prayer times and chapel/staff meetings

ESSENTIAL FUNCTIONS

Donor and Financial Management

• Process incoming mail, review and scan checks, and make deposits to the bank
• Record donations made to Reach Beyond via cash, checks, credit cards, electronic fund transfers, stock and mutual funds, wire transfers, IRAs, donor-advised funds, foundations, trusts, and estates. Identify donor intent and assign donations to appropriate project codes and source codes
• Create and post donation and adjustment batches
• Operate multiple financial and donor management software platforms, including but not limited to Studio Enterprise, Site Stacker, Paperless Transactions, MARS Bill Pay, and Client Line
• Maintain accurate constituent records by updating contact information, payment methods, and other account details

Donor Services

• Generate receipts, electronic receipts, acknowledgment letters, annual statements, and other pertinent documents to donors. Prepare outgoing mail using the folder inserter and postage meter. Coordinate with other development staff to determine appropriate communication to key donors, foundations, and donations for specific projects
• Manage incoming communications and provide excellent customer service:
  • Handle phone calls to the general line and the Donor Services line
  • Respond to emails and voicemails

Financial Compliance and Administrative Duties

• Prepare documentation for annual financial audits
• Adhere to PCI compliance, IRS regulations, and organizational policies when processing financial information and donor transactions
• Maintain strict confidentiality of donor information
• Follow department’s Record Retention and Destruction Policy­­
• Support Development team functions through ongoing and special projects
• Participate in organizational chapels, staff meetings, prayer times and retreats
• Willing and committed to hold to the policies described in all manuals
• Participate in annual reviews and scheduled progress reports
• Other tasks and duties as assigned

• 2-3 Years office experience
• Proficiency in computer software such as Microsoft Office and databases
• Proficiency in 10 key entry
• Type 40-50 wpm
• Data entry
• Phone etiquette, answer and route incoming phone calls
• Operate postage machine
• Ability to operate standard office equipment
• Skill set to learn technology readily in a changing environment
• Ability to learn financial software and apply to financial duties
• High level of confidentiality due to the sensitive nature of donor information
• Detail oriented
• High level of accuracy while remaining efficient and organized
• People oriented with excellent customer service ability
• Ability to work well on a team and work independently
• High level of integrity
• Ability to work throughout December and January due to volume (except for Christmas and New Year holidays as designated by Reach Beyond)

• Ability to clearly communicate (speak) in English
• Ability to see
• Ability to hear
• Ability to read and follow written directions
• Focus on computer screen for extended periods of time
• Use of mouse for extended periods of time
• Keyboarding for extended periods of time
• Sitting for extended periods of time
• Work in usual office environment
• Work in confined places
• Use hands/fingers to handle, feel or write with clarity
• Walking
• Reaching
• Lifting - Up to 30 lbs.
• Carrying
• Stoop, Kneel, Crouch or Crawl

• Must be authorized to work in the United States and provide required documents.

• Proficient in English.

Please send cover letter and resume to: [email protected]