Financial Development: Fundrasing Data & Salseforce Volunteer

Financial Development: Fundrasing Data & Salseforce Volunteer

Assist 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

Twin Cities Area Chapter

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 Relationship Managers.
  • Assist with maintaining accuracy of donor Groups in Salesforce, including updating Groups after a disaster for Donor Development Officers or Donor Relations Officers.
  • Assist fundraisers with looking up information in Donor Data Portal.
  • Submit Fundraising Support Request Forms to update donor mailing information.
  • Assist with creating and tracking invoices for corporate donors when needed.
  • Special projects as required such as running moves management reports at the end of a fiscal year and uploading to appropriate account.

Training

  • Orientation to American Red Cross
  • On the job training

 

Development Opportunities

  • Learn new databases
  • Gain professional fundraising experience with a well-recognized and respected international organization

Qualifications

  • Passion for the Red Cross mission and the community
  • Comfortable with learning or working in database systems
  • Able to maintain confidentiality of sensitive information
  • Well organized, responsible, trustworthy
  • Attention to detail
  • Able to work in a team
  • Salesforce experience is appreciated, but not necessary

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