Customer Services & Banking Associate, Gift Processing

Abundance Network; Redwood City (CA); Hybrid; USD 73,000 - 85,000; Full time

Job summary

Abundance Network in Redwood City, CA, is seeking a detail-oriented Gifts Operations Analyst for a two-year fixed-term assignment. This hybrid role focuses on processing gifts and pledges, maintaining data integrity, and ensuring compliant gift operations across multiple systems.

You will independently manage complex gifts, audit data, generate reporting, and collaborate with development officers to improve processes. A Bachelor's degree plus 3 years of related experience are required.

Qualifications

• Bachelor’s degree and 3+ years of related experience or equivalent combination.
• Proven ability to independently process complex gifts and manage biographical data.
• Experience with gift systems, data integrity and regulatory considerations.

Responsibilities

• Independently process complex and high-profile gifts and ensure data accuracy.
• Manage high volumes of biographical data and maintain data hygiene.
• Review daily gift receipts, acknowledgments and donor communications.
• Coordinate with development officers on gifts and data projects.
• Utilize multiple gift processing systems for high-profile activities.
• Document SOPs and assist with compliance and audits.

Skills

Data processing

Gift processing

Compliance

Communication

Problem solving

Leadership

Data analysis

Education

Bachelor’s degree

Tools

MS Office Suite

Gift systems

Job description

Main Work Location: Redwood City

Schedule: Hybrid

Budgeted Salary Range: The expected pay range for this position is $73,485 to $85,000 per year.

This opportunity is a fixed-term position for two (2) years.

This position is located within the Office of Development. This position supports and ensures the timely processing of gifts to the University, maintains the integrity of all relevant gift-processing data and institutional documentation associated with gift operations, and handles tasks including adding new records and updating databases, processing gifts and pledges, conducting basic research, and reporting on and reconciling data issues.

Position Summary

Independently process complex and high-profile gifts and/or a high volume of biographical information. Support institutional offices with reporting, ensure compliance with regulations, and recommend improvements to systems and workflows.

Responsible for supporting and ensuring the timely processing of gifts to the University, maintaining the integrity of all relevant gift processing data and institutional documentation associated with gift operations, including adding new records and updating databases, processing gifts and pledges, conducting basic research, and reporting on and reconciling data issues.

Core Duties

Data Processing & Gift Management

• Independently process complex and high-profile gifts
• Manage and process high volume of biographical data, including analyzing and monitoring entries for accuracy and completeness to maintain data integrity and hygiene.
• Review all daily gift receipts, acknowledgements and tribute letters that are sent to donors.
• Coordinate with development officers on large or complex gifts.
• Utilize multiple gift processing systems for high-profile activities.
• Determine gift allocation and reach out to officers for confirmation.
• Process credit card transactions and follow up on failed transactions.

Systems & Process Improvement

• Develop and maintain expertise in database systems and assist with new data features/patterns.
• Analyze database information and identify process improvements.
• Recommend new processes and systems for testing.
• Document SOPs

Compliance & Audit

• Ensure compliance through systematic internal database audits.
• Coordinate resolution of multi-area compliance issues.
• Test and recommend workflow improvements within parameters.

Staff Development & Leadership

• Train junior staff on systems and processes
• Provide business support to development officers and finance.
• Propose new processes, improvements, and systems to improve data collection and inconsistencies.

External Relations & Communication

• Provide customer and business support to development officers and finance.
• Coordinate with development officers on complex gifts and/or data projects

Minimum Education and Experience

Bachelor’s and 3 years of relevant experience OR equivalent combination

Knowledge, Skills and Abilities

• Technical: Intermediate gift systems expertise; troubleshoots multi-system issues; working knowledge of IRS regulations. Advanced ability in MS Office Suite and applications
• Communication: Advanced correspondence and documentation; confident presentations; trusted partner to development officers
• Problem-Solving: Investigates complex problems and recommends solutions; independent and sound judgment on transactions. Conduct research and ability to interpret information.
• Management: Small project leadership; emerging leader; peer mentoring and training
• Specialized: Intermediate financial skills; risk identification and control implementation; solid development operations foundation