Development Data & Gifts Assistant

Tipping Point; San Francisco, Northern (CA, KY); Hybrid; USD 66,000 - 80,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Tipping Point is hiring a Development Assistant in San Francisco to support gift processing, data integrity in Salesforce, and donor relations as part of the Development Team. You will help with pledge tracking, invoicing, and monthly reconciliation, while building dashboards and reports for fundraising strategy.

The role requires strong attention to detail, excellent customer service, and the ability to collaborate across teams. Hybrid in-office and remote work is available.

Qualifications

• In addition to our core values, Tipping Point staff exhibit four core competencies: ability to be flexible in a constantly shifting environment, strong communication skills, ability to work well on a team, and ability to continuously problem solve in the face of challenges.
• Additionally, the Development Assistant must have: Relevant professional experience in a role requiring acute attention to detail.
• Working knowledge of Salesforce (or a similar CRM solution) strongly preferred, or the desire and ability to learn quickly.

Responsibilities

• Process all incoming gifts and issue acknowledgment letters within Tipping Point’s standard 48-hour period.
• Create and maintain electronic files for all donors and gifts.
• Act as liaison to the Finance team during monthly gift reconciliation and serve as the lead point of contact for the Development team on the annual audit.
• Assist with pledge tracking, invoicing, and fulfillment.
• Maintain clean and consistent donor data in Salesforce in accordance with best practices.
• Partner with the Development Operations Team and Technology Director to evaluate current systems and identify areas for improvement to support strategic growth.
• Build monthly dashboards and reports that highlight trends and inform strategic planning throughout the year.
• Regularly produce giving data to help guide fundraising strategy and manage data updates after events and portfolio reviews.
• Provide project support for the Development team, including assisting on all mailings and donor events
• Manage scheduling and logistics for senior members of the development team
• Enter selected invoices into Salesforce and prepare monthly credit card reports into Expensify
• Provide impeccable and seamless customer service to Tipping Point donors; ensure that every donation processing and general request interaction is a great experience.
• Respond to all donor inquiries within 24 hours.
• Assist with logistics of donor cultivation and acknowledgment events (some nights and weekends required).
• All other duties as assigned.

Skills

Attention to detail

Customer service

Project management

Collaboration

Problem solving

Tools

Salesforce

Excel

Word

PowerPoint

Expensify

Job description

Tipping Point is hiring a Development Assistant in San Francisco to support gift processing, data integrity in Salesforce, and donor relations as part of the Development Team. You will help with pledge tracking, invoicing, and monthly reconciliation, while building dashboards and reports for fundraising strategy.

The role requires strong attention to detail, excellent customer service, and the ability to collaborate across teams. Hybrid in-office and remote work is available.