Gift Operations Specialist

Beacon Hill; West University Place (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Beacon Hill Staffing Group is seeking a detail-oriented Gift Operations Specialist to support a philanthropy and gift operations team in Houston, TX. This role handles donations, donor data, and customer service, ensuring accuracy in a fast-paced environment.

The ideal candidate will manage gift data, reconcile transactions, and uphold CASE Global Reporting Standards while collaborating with internal teams on disputes and inquiries.

Qualifications

• Bachelor's degree in marketing, advertising, or a related field.
• Preferred: Bachelor's degree in Accounting, Finance, Business Administration, or related discipline.
• At least 1 year of clerical, office, administrative, organizational, or related support experience.
• Additional equivalent experience may substitute for the required education on a year-for-year basis.
• Previous Institutional Advancement experience is highly preferred.
• Strong Microsoft Office skills, particularly Excel, Teams, and OneDrive.
• Strong attention to detail and ability to work accurately with financial data.
• Excellent written and verbal communication skills.
• Ability to research discrepancies, solve problems, and manage multiple priorities.

Responsibilities

• Process and record a variety of philanthropic donations accurately and efficiently.
• Support processing for annual fund, credit card, matching gift, special event, and peer-to-peer donations.
• Prepare and manage daily deposits.
• Reconcile deposits and research gift-processing exceptions.
• Identify discrepancies involving donor information, gift records, and general ledger impact.
• Maintain accurate documentation and records in accordance with organizational policies and CASE Global Reporting Standards.
• Assist with User Acceptance Testing (UAT) and special projects.
• Partner with internal teams to resolve donation disputes, processing errors, and donor account inquiries.

Skills

Attention to detail

Communication skills

Problem solving

Multitasking

Institutional Advancement experience

Education

Bachelor's degree in marketing, advertising, or related field

Bachelor's degree in Accounting, Finance, Business Administration, or related discipline (preferred)

Tools

Excel

Teams

OneDrive

Job description

Location: Houston, TX 77030
Schedule: Monday-Friday, 8:00 AM-5:00 PM
Work Arrangement: 100% Onsite
Contract Length: Approximately 4 months

Position Overview

Gift Operations Specialist

We are seeking a detail-oriented Gift Operations Specialist to support a busy philanthropy and gift operations team. This position is responsible for accurately processing donations, maintaining gift and donor data, reconciling transactions, researching discrepancies, and providing administrative and customer service support.

The ideal candidate is highly organized, comfortable working with financial and transactional data, and able to maintain accuracy while handling multiple priorities in a fast-paced environment.

Key Responsibilities

Gift Processing - 70%

• Process and record a variety of philanthropic donations accurately and efficiently.
• Support processing for annual fund, credit card, matching gift, special event, and peer-to-peer donations.
• Prepare and manage daily deposits.
• Reconcile deposits and research gift-processing exceptions.
• Identify discrepancies involving donor information, gift records, and general ledger impact.
• Maintain accurate documentation and records in accordance with organizational policies and CASE Global Reporting Standards.
• Assist with User Acceptance Testing (UAT) and special projects.
• Partner with internal teams to resolve donation disputes, processing errors, and donor account inquiries.

Gift Data Management - 20%

• Capture, maintain, and update gift information across electronic systems.
• Research and resolve data discrepancies.
• Maintain a high level of data accuracy and integrity.
• Use Microsoft Excel, Teams, and OneDrive to organize, track, and maintain information.
• Apply departmental guidelines, CASE Global Reporting Standards, and Generally Accepted Accounting Principles when reviewing gift data.

Customer Service - 10%

• Respond to cases, emails, and other inquiries related to gift processing.
• Research requests and route inquiries to the appropriate philanthropy team member when necessary.
• Provide timely and professional communication to internal and external stakeholders.
• Work independently while managing multiple requests and deadlines.

Qualifications

• Bachelor's degree in marketing, advertising, or a related field.
• Preferred: Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline.
• At least 1 year of clerical, office, administrative, organizational, or related support experience.
• Additional equivalent experience may substitute for the required education on a year-for-year basis.
• Previous Institutional Advancement experience is highly preferred.
• Strong Microsoft Office skills, particularly Excel, Teams, and OneDrive.
• Strong attention to detail and ability to work accurately with financial and transactional data.
• Excellent written and verbal communication skills.
• Ability to research discrepancies, solve problems, and manage multiple priorities.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)