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FD: Fundraising Data & Salesforce Volunteer

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FD: Fundraising Data & Salesforce Volunteer

This position supports the Regional Development/Fundraising department. Assists Relationship Managers with maintaining accurate information in our CRM System, Salesforce. Assist Development Specialists with keeping track of fundraising data.

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Locations

- Remote/Virtual Volunteer Opportunity -

Key Responsibilities

  • Assist with keeping donor information current in Salesforce. This may include entering disaster asks, recording activities, uploading documents such as grant agreements, and updating contact information for Fundraisers.
  • Maintain accuracy of donor groups in Salesforce, including updating groups after a disaster for Donor Development Officers.
  • Utilize the Donor Data Portal for donor research.
  • Manage the Fundraising Support Request Forms process to regularly update donor information.
  • Assist with creating and tracking invoices for corporate donors when needed.
  • Run reports, including fundraiser activity, year-end Moves Management, group management, analysis of daily gift reports and more.
  • Research as needed to ensure accuracy of all donor information.
  • Review information for Channel Design/portfolio realignment, move accounts as necessary and provide data cleanup.
  • Support gift tracking and management, including tracking down missing gifts and linking gifts in Relationship Manager’s absence.

Time Commitment

Flexible - TBD with Supervisor - some daytime availabliltiy would be helpful

Development Opportunities

  • Enhance familiarity of Salesforce
  • Deeper understanding of how customer relationship management systems support fundraising
  • Play a significant role in helping the American Red Cross carry out its mission of helping individuals and families prevent, prepare for and respond to emergencies
  • Build teamwork skills
  • Gain professional fundraising support experience with a well-recognized and respected international organization

Qualifications

  • Proficiency with Salesforce or a like Customer Relationship Management (CRM) system is required
  • Attention to detail
  • Strong organizational and data management skills
  • Ability to plan and complete multiple, repetitive tasks in a face-paced environment
  • Comfortable coordinating and organizing multiple functions and activities within a deadline
  • Able to maintain confidentiality of sensitive information
  • Willingness to comply with current public health and Red Cross  policies.

Training

  • Orientation to American Red Cross
  • On the job training

 

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