Donor Data & Stewardship Specialist

Big Brothers Big Sisters of Central Ohio Inc.; Columbus (OH); On-site; USD 42,000 - 66,000; Full time

Job summary

Big Brothers Big Sisters of Central Ohio Inc. seeks a Donor Services Specialist to manage donor data in Salesforce, process gifts, and support financial reporting and stewardship. The role ensures data integrity, supports month‑end closures, and maintains documentation for donor transactions.

Responsibilities include accurate gift processing, reporting, and reconciliations, as well as donor communications and stewardship activities in collaboration with the Mission Engagement leadership team.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant professional experience.
• Minimum of three years of professional experience in development operations, donor services, advancement services, CRM/database administration, financial operations, revenue operations, or a related field.
• Demonstrated experience working with a CRM or donor database; Salesforce experience strongly preferred.
• Strong proficiency in Microsoft Office Suite, particularly Excel, Word, PowerPoint, and Outlook.
• Exceptional attention to detail and demonstrated habit of reviewing work for accuracy and completeness before submission.
• Strong analytical, problem‑solving, organizational, and time‑management skills.

Responsibilities

• Process and record gifts, pledges, payments, matching gifts, in‑kind contributions, soft credits, and other donor transactions accurately and timely in Salesforce.
• Review source documentation and verify donor, campaign, fund, designation, payment, and recognition information before completing gift entry.
• Prepare Daily Gift Reports and other required reports for Accounting, confirming that transactions are complete and accurate before submission.
• Reconcile Salesforce gift activity to checks, online giving platforms, merchant reports, bank or deposit information, and Accounting records; research and resolve discrepancies promptly.
• Maintain appropriate documentation and audit trails for gifts, adjustments, refunds, write‑offs, and other changes to donor transactions.
• Coordinate with Accounting to support month‑end and year‑end reconciliation and respond to questions related to contribution revenue and donor records.
• Identify recurring errors, gaps, or inefficiencies in gift processing and recommend process improvements to the Chief Mission Engagement Officer.
• Serve as the primary day‑to‑day business owner and power user of donor information in Salesforce.
• Maintain accurate and complete donor records (individuals, households, corporates, foundations).
• Develop data integrity standards, routine audits, and reporting dashboards for donor insights and fundraising results.
• Export and segment donor data for stewardship, fundraising, communications, events, and reporting.
• Document CRM procedures and train staff on gift-entry, data-management, and reporting processes.
• Support peer‑to‑peer fundraising platform set‑up and data reconciliation with Salesforce where applicable.
• Coordinate donor acknowledgments, tax letters, and communications.
• Execute regular donor communications with leadership and team members.
• Coordinate CEO donor town halls and stewardship activities, tracking participation in Salesforce.
• Collaborate with Major Gifts Officer to implement stewardship plan and track activities.
• Champion the organization's mission and provide professional donor service.
• Identify donor engagement opportunities and share insights with the team.
• Adhere to confidentiality and assist with fundraising, outreach, and events.

Job description

Big Brothers Big Sisters of Central Ohio Inc. seeks a Donor Services Specialist to manage donor data in Salesforce, process gifts, and support financial reporting and stewardship. The role ensures data integrity, supports month‑end closures, and maintains documentation for donor transactions.

Responsibilities include accurate gift processing, reporting, and reconciliations, as well as donor communications and stewardship activities in collaboration with the Mission Engagement leadership team.