Donor Experience Associate II

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

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.