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Job Profile Summary
The Resource Development Information Specialist maintains the development database for timely and accurate recording of all contributions (including the processing of donations, receipt/acknowledgment of donations) for the purpose of donation record-keeping, monthly reporting and analysis of contributions as needed.

Essential Duties & Responsibilities - Within the philosophy, objectives and policies of Capital Caring Health, carries out the following essential functions:

Quality Provision of Services:   

Performs quality-control measures for all items related to the development database.  These include: Maintenance/development of coding structure in Raiser’s Edge, adding/deleting codes on an as-needed basis in order to facilitate record retrieval in report formats. Verification for accuracy of type codes (individual, corporate, congregation, etc.) as well as media codes (direct mail codes, special event codes, etc.). Maintenance of standard entry procedures for new account information (ex: standard abbreviations in names and addresses to avoid duplication of records). Verification of cash entry as compared to end-of-month reports for accuracy in posting, coding and reporting.

Organization/Regulatory Compliance:

Enters/changes account information in the development computer system as needed:

Daily addition of new donor names/addresses according to the pre-mentioned standard format for accounts

Assignment of all appropriate codes to accounts on a daily basis

Immediate processing of “deceased card” information, which includes:

removal of deceased from active donor list

addition of family member to active donor list (properly coded as family, with date of death in miscellaneous date)

addition of record to memorial/tribute maintenance

Removal of duplicate records as needed

People/Communications:

Monitors and participates in the processing of all donations through cash and pledge entry in Raiser’s Edge. Responds to notes and inquiries from donors and codes records accordingly. Monitors batches for payment on account, alerting the accountant and adjusting total accordingly. Processes donations (thank-you notes and notifications) with 95% accuracy, within 6 days of date of deposit. Monitors appropriateness of thank-you letters relative to purpose of the gift and distributes for signature accordingly. Receives and acts upon all inquiries regarding the donation process by donors and family members.

Financial Stewardship:

Achieves expected productivity standard as defined by the organization and in alignment with best practices and the Capital Caring Health Model. Provides development reports/labels/analysis on an as-needed basis, assuring for accuracy of information. Performs regular system maintenance:

Monitors and maintains necessary level of supplies related to the processing of donations and use of development printer(s).

Manage work flow for development volunteers on a daily basis, including monitoring work and making assignments.

Makes recommendations to Database Manager regarding changing needs/uses of development database.

Trains new personnel as needed.

The above statements are intended to be a representative summary of the major duties and responsibilities performed by incumbents of this job.  The incumbents may be requested to perform job-related tasks other than those stated in this description.

Supervisory Responsibilities:

N/A

Experience Requirements

The Resource Development Information Specialist must have at least 2 years of data entry and maintaining database/records experience.

Experience with Raiser's Edge software preferred

Education Requirements:

The Resource Development Information Specialist must have at least a high school diploma or GED. A Bachelors degree in a related field is preferred.

Required Certificates and/or Licenses:

N/A

Overall Skills:

The ability to demonstrate superlative oral and written communication skills, in English, as well as ability to organize and manage projects within defined timeframe and budget; work both independently and as part of a team; demonstrate excellent interpersonal and collaborative; demonstrate organizational skills with ability to delegate and follow up; manage multiple tasks and stressful situations with a positive attitude; demonstrate a strong work ethic and attention to detail; high degree of accuracy in typed work; excellent proofreading skills; make and receive phone calls that involve the collection and transmission of sensitive and confidential information; work closely with donors, volunteers, businesses and community/civic organizations; reconcile finances and be accountable for all receipts.

Physical/Mental/Emotional Skills:

The ability to see, hear, grasp, lift, speak, sit and walk or otherwise perform essential functions with or without reasonable accommodations; demonstrate the mental and emotional ability to work with death/dying; demonstrate the maturity, customer service skills, and flexibility to work with individuals under stress; work in a fast paced and quickly changing environment; work under pressure and deadlines; effectively recognize and appreciate the diversity in the workplace.

Technological Skills:

The ability to demonstrate familiarity with Microsoft Word, Excel, Outlook, and Power Point or other similar software packages; demonstrate working knowledge of email and internet services.

Reasoning Ability:

The ability to apply common sense understanding to carry out instructions furnished in written or oral form and deal with problems involving several concrete variables in standardized situations.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear.  The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; taste or smell and push, pull, lift/carry 35 lbs. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. 

Work Environment:

The work environment characteristics are representative of those an employee would normally encounter while performing the essential functions of this job in an office. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Works in business office with computers, printers, copy/fax machines and telephones. The noise level in the work environment is usually light to moderate. The environmental conditions are that of what is to be expected in a temperature-controlled building.

Compensation Pay Range:

$19.68 - $28.34

This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy.