Associate II, Donor Support

Ren; Hudson (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

Ren is seeking an Associate II Donor Support to provide exceptional service to donors and financial advisors. You will onboard new donors to the donor advised fund program and guide them through the online portal, ensuring accurate responses and timely CRM case handling.

The role requires strong communication, collaboration across teams, and the ability to apply strategic solutions to meet donor needs. Knowledge of AI tools and a proactive approach are valued in this dynamic team at Ren.

Qualifications

• Bachelor’s degree preferred.
• 3+ years of customer service experience required.
• Salesforce or equivalent CRM experience preferred.
• Strong interpersonal and client service skills.
• Professionalism and confidentiality in dealings with donors.

Responsibilities

• Maintain relationships with donors and advisors throughout the lifecycle.
• Respond to donor inquiries in a timely, accurate manner.
• Manage CRM cases from internal teams with precision.
• Assist with fund administration (advisors, gifting, granting).
• Document activity in CRM per established processes.
• Support operations and development teams as needed.
• Backup to the Admin Support team when needed.
• Utilize AI tools to improve day-to-day operations.
• Other duties as assigned.

Skills

Customer service

CRM experience

Interpersonal skills

Communication skills

MS Office

Education

Bachelor’s degree preferred

3+ years customer service experience

Salesforce or CRM experience preferred

Tools

Salesforce

MS Office

Job description

Position Description

The Associate II, Donor Support is a member of the Donor support team responsible for creating a positive experience for donors and financial advisors in their interactions with Ren, consistent with the Company’s goals and guiding principles. This individual will provide focused, consistent service to donors and financial advisors to enhance their philanthropic experience. This includes response to incoming calls to answer questions and resolve issues, onboarding new donors with an overview of the donor advised fund program requirements and a walk through of the online portal, and monitoring program requirements to help donors use their donor advised fund effectively. The individual will be required to demonstrate the ability to communicate clearly in both written and oral communications, work collaboratively within the organization, share best practices and aid in the continuous improvement of the services provided.

• Maintain relationships with donors throughout the life of their donor advised fund and investment account by educating donors on the business model.
• Respond to inquiries raised by donors related to the use of their fund and/or investment account in a timely manner.
• Respond in a timely manner and with accuracy to CRM cases from internal teams.
• Assist donors and financial professionals with administration of their fund such as change in advisors, successor, death/divorce, gifting and granting.
• Adhere to developed strategic solutions to meet the needs of donors and financial advisors.
• Record all activity in CRM in accordance with established processes.
• Provide support to internal operations and development teams in managing program requirements by reaching out to donors as needed.
• Backup to the Associate, Administrative Support experience team as needed.
• Basic knowledge and ability to use AI in day-to-day operations.
• Other duties as assigned.

Job Title

Associate II Donor Support

Department

Service Experience

Level & Status

P0 Non-exempt

Position Description

The Associate II, Donor Support is a member of the Donor support team responsible for creating a positive experience for donors and financial advisors in their interactions with Ren, consistent with the Company’s goals and guiding principles. This individual will provide focused, consistent service to donors and financial advisors to enhance their philanthropic experience. This includes response to incoming calls to answer questions and resolve issues, onboarding new donors with an overview of the donor advised fund program requirements and a walk through of the online portal, and monitoring program requirements to help donors use their donor advised fund effectively. The individual will be required to demonstrate the ability to communicate clearly in both written and oral communications, work collaboratively within the organization, share best practices and aid in the continuous improvement of the services provided.

Duties & Responsibilities

• Maintain relationships with donors throughout the life of their donor advised fund and investment account by educating donors on the business model.
• Respond to inquiries raised by donors related to the use of their fund and/or investment account in a timely manner.
• Respond in a timely manner and with accuracy to CRM cases from internal teams.
• Assist donors and financial professionals with administration of their fund such as change in advisors, successor, death/divorce, gifting and granting.
• Adhere to developed strategic solutions to meet the needs of donors and financial advisors.
• Record all activity in CRM in accordance with established processes.
• Provide support to internal operations and development teams in managing program requirements by reaching out to donors as needed.
• Backup to the Associate, Administrative Support experience team as needed.
• Basic knowledge and ability to use AI in day-to-day operations.
• Other duties as assigned.

Education & Experience

• Bachelor’s degree preferred
• 3 or more years of customer service experience required
• Salesforce or equivalent CRM experience preferred
• Superior interpersonal, organizational and client service skills
• Intermediate MS Office knowledge and experience
• Possess a high level of professionalism and interpersonal skills to handle sensitive and confidential situations, including ones that require immediate attention.
• Comfortable and confident speaking with donors, financial advisors, and all other external constituents

Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.