Fundraising Operations Associate

WHYY; Philadelphia (Philadelphia County); Hybrid; USD 38,000 - 52,000; Full time

Job summary

WHYY in Philadelphia is seeking an entry-level Fundraising Operations Assistant to support gift processing and data management in a hybrid HQ setting (Philadelphia, PA 19106).

You will maintain the Revolution CRM by ROI Solutions, process donations and pledges, perform data uploads and clean-up, and help ensure data quality across the fundraising ecosystem, working with other team members during peak periods.

Qualifications

• Bachelor’s degree or an equivalent combination in data management or related field.
• At least one year of office experience with database and computer work.
• Advanced MS Word and Excel skills; familiarity with Microsoft 365.
• Ability to self-teach systems using platform documentation and training videos.
• Experience with data visualization is a plus.

Responsibilities

• Process donations, pledges, recurring gifts, and event revenue.
• Maintain Revolution CRM and coordinate data between platforms.
• Ensure data quality across the fundraising ecosystem.
• Perform daily data uploads/imports and data corrections.
• Clean up constituent records and de-duplicate data.
• Support fundraising systems and ongoing operations.

Skills

Excel (Advanced)

Word (Advanced)

Microsoft 365

Data entry

Data analysis

Self-learning

Education

Bachelor’s degree or equivalent in data management or related field

Tools

Revolution CRM by ROI Solutions

Job description

Job Details: Level: Entry, Job Location: Hybrid - HQ - Philadelphia, PA 19106, Position Type: Full Time, Education Level: 4 Year Degree, About WHYYWHYY serves the Philadelphia region with trusted journalism, eye-opening storytelling and intimate local arts programming. Our curiosity and commitment to this community is what drives our programming. It’s also what drives our hiring.

Below you’ll find an employment opportunity in the fast-paced setting of the Philadelphia region’s leading public media provider. The award-winning professional staff of WHYY sets the bar high in television, radio and online. Whether it’s preparing a program to air or a behind-the-scenes role in support, all positions are vital to continuing—and growing—our impact in our community.

WHYY offers a voice to those not heard, a platform to share everyone’s stories, a foundation to empower early and lifelong learners and a trusted space for unbiased news. Learn more about our Social Responsibility Program. It’s how we live.

About the Role

Overall fundraising operations support focused on gift and data processing including significant gift processing during seasonal busy periods.

Maintenance of the fundraising CRM (Revolution CRM by ROI Solutions, Inc.) and its supporting systems, including movement and coordination of data between/among the various platforms.

Assistance with upkeep of data quality throughout the fundraising ecosystem including both bulk and manual data management processes.

MAJOR DUTIES AND RESPONSIBILITIES

• Conduct Gift Processing work including during heavy fundraising periods such as pledge drives and calendar and fiscal year-end periods. Process donations, pledges, recurring gifts, matching gifts, and event revenue including donations uploads, remote capture of live checks, batch entry, keying payments (in-house mail and ACH receipts and caging vendor exceptions/rejects), eCRM pending queue matching and manual processing, matching gift administration, reversals, adjustments and other processing tasks as assigned.
• Run regular data maintenance routines, including uploads/imports, exports, global adds and changes, including:
  • Daily uploads of donation transactions from one or more external vendor platforms and internal processes such as payroll deduction
  • Ad-hoc, monthly and annual source code uploads and corrections
  • Contact history uploads relative to direct mail and telemarketing pulls
  • Other routines as assigned
• Reference Account and Transaction Maintenance functionalities in CRM to identify and conduct clean-up and de‑duplication processes and tasks.
• Handle needed constituent record adjustments to biographical, engagement and other key data driven by gift processing details, return mail, exception and other reports from vendor platforms and survey respondent data, among others. Analyze information, populating all appropriate data fields and utilizing publicly accessible online tools for information not readily available.
• Conduct data clean‑up and data entry projects as assigned.
• Support Fundraising Systems and Operations’ other tasks and priorities as assigned.

Qualifications

Education: Any combination equivalent to a Bachelor’s degree (data management, social science or related field).

Experience

One year experience in an office environment involving database and computer work.

Software/Technical Skills

Familiarity with database operations. Advanced-level Microsoft Word and Excel skills are required with exposure to Microsoft 365 software in its entirety being ideal. The ability to self-teach certain systems and technology aspects using platform documentation and training videos is also required. Some exposure to data visualization applications is a plus.