Fundraising Operations Senior Specialist

Fundraising Operations Senior Specialist Overview

• The Fundraising Operations Senior Specialist is a contract role focused on maintaining CRM system integrity and efficiency.
• Collaborate with teams to ensure accurate entry and reconciliation of gift revenue across systems.
• Design and implement process changes to streamline workflows and communications between departments.
• Lead daily operations interactions across fundraising, finance, and program operations teams.
• Promote transparency and efficiency through innovative communication streams and reporting mechanisms.
• Advise and train staff to enhance job proficiency and independent issue resolution.
• Ensure compliance with IRS, FASB, and financial reporting requirements and regulations.
• Support WWF’s fundraising initiatives and restricted revenue campaigns with expert-level knowledge.
• Contribute to fostering a culture of inclusion and collaboration across teams.

Fundraising Operations Senior Specialist Key Responsibilities & Duties

• Manage the processing and accuracy of high-dollar financial and constituent data in the CRM database.
• Lead reconciliation efforts between processing staff, vendors, financial institutions, and the general ledger.
• Supervise revenue processing for individual giving, private sector engagement, and foundation relations.
• Troubleshoot and resolve multi-faceted gift and CRM system inquiries.
• Certify gift revenue figures prior to daily accounting interface deadlines and fiscal closes.
• Maintain and update policies and procedures to ensure efficacy and compliance.
• Develop and manage communication streams to enhance transparency and efficiency across systems.
• Advise and train staff to foster increased job proficiency and technical knowledge.
• Cultivate cooperative relationships across teams with effective and tactful communication.

Fundraising Operations Senior Specialist Job Requirements

• Bachelor’s degree required; minimum of 6 years of professional experience or 3 years with an advanced degree.
• Advanced proficiency in CRM database operations and financial accounting systems required.
• Experience with Blackbaud CRM or similar systems preferred.
• Strong organizational and analytical skills with the ability to manage priorities in a fast-paced environment.
• Excellent communication skills and attention to detail are essential.
• Ability to work effectively with diverse teams and vendors.
• Commitment to fostering a culture of inclusion and collaboration.
• Fluent understanding of marketing and fundraising principles.
• Demonstrated ability to certify gift revenue figures and maintain compliance with financial reporting standards.