Supporter Relations Associate (39897)

Raices; San Antonio (TX); Hybrid; USD 52,000 - 65,000; Full time

Benefits offered by this job

Hybrid work

Job summary

RAICES in San Antonio, TX seeks a Supporter Relations Associate to join the External Affairs Team as the department’s primary Finance Liaison. You will safeguard digital revenue data and oversee complex donor reconciliations while supporting confidential financial planning.

The role requires a Bachelor’s degree and at least 3 years of nonprofit fundraising experience, including 2 years in CRM management, with strong Excel and data analysis skills. Travel may be required.

Qualifications

• Bachelor’s degree in Marketing, Communications, Data Science/Analytics, or other relevant field.
• 3 years experience in nonprofit fundraising, including:
• 2 years experience in CRM management.

Responsibilities

• Regular financial audits: Performs daily and weekly audits of CRM gift records against bank deposits and statements to ensure data accuracy.
• Sensitive financial planning: Supports revenue forecasting and data modeling based on reconciled gift trends.
• Audit support: Primary contact for annual financial audits with reconciliation reports and donor documentation.
• Segregation of duties: Ensures reconciliation duties are separate from disbursements to maintain internal controls.
• CRM maintenance: Updates supporter records and deduplicates data to keep financial database healthy.
• Inquiry resolution: Responds to supporter requests regarding donations and payments.

Skills

Communication

Data analysis

Attention to detail

Education

Bachelor’s degree in Marketing/Communications/Data Science/Analytics

Tools

CRM systems

Excel

Job description

Job Location: San Antonio - San Antonio, TX 78216

Position Type: Full Time

Education Level: Bachelor's degree

Salary Range: $52,180.00 - $65,225.00 Salary/year

Travel Percentage: Little to none (0- 25%)

Job Category: External Affairs

Position Overview

A key member of the External Affairs Team with a dotted line to the Development Director, the Supporter Relations Associate serves as the department’s primary Finance Liaison. This role is responsible for the integrity of the organization’s digital revenue data, overseeing complex contribution reconciliations that exceed 50% of the daily workload. The Associate has direct access to corporate bank statements and financial accounting software. Due to the role's involvement in sensitive financial planning and access to proprietary donor data, strict confidentiality is a requirement of employment.

Responsibilities

Financial Reconciliation and Management (50%+)

• Regular Financial Audits: Performs daily and weekly audits of CRM gift records against bank deposits and statements to ensure 100% data and financial accuracy.
• Sensitive Financial Planning: Supports the Digital Systems Senior Manager and Development Director in sensitive financial planning by providing revenue forecasting and data modeling based on reconciled gift trends.
• Audit Support: Serves as the primary point of contact for annual financial audits by providing requested reconciliation reports and donor documentation to the Finance Department.
• Segregation of Duties: Manages the reconciliation of funds across digital and analog platforms; ensures that reconciliation duties remain separate from the authorization of disbursements or gift processing to maintain internal controls.

Data Integrity and Compliance

• PCI and Data Security: Assumes responsibility for ensuring all gift/payment information handling complies with Payment Card Industry (PCI) Data Security Standards and RAICES' data security protocols.
• Compliance Responsibility: Ensures all donor and financial records are maintained in strict accordance with the RAICES Confidentiality Policy and Ethics Policy.
• CRM Maintenance: Performs general updates to supporter records, including deduplication and accurate contact notes, to maintain the health of the organization’s primary financial database.

Supporter Relations

• Inquiry Resolution: Answers complex supporter requests via phone, email, and web, providing clear information regarding donations and payment updates.
• Trend Analysis: Tracks and reports on supporter request trends and attrition reasons to inform future development strategies.

Qualifications

• Bachelor’s degree in Marketing, Communications, Data Science/Analytics, or other relevant field; and
• 3 years experience in nonprofit fundraising, including:
• 2 years experience in CRM management.

Attributes

• Must demonstrate behavior that aligns with RAICES’ mission, vision and values – Integrity, Agility, Community, Compassion, and Wellness;
• Exemplary written and verbal communication skills, with the ability to present information to supporters and staff effectively;
• Top proficiency in Microsoft Office Suite (specifically Excel), Google Apps, Squarespace, and CRM systems
• Effective time management and attention to detail;
• Highly organized with the ability to work collaboratively and autonomously in an ambiguous, fast-moving environment;
• Sound judgment and sensitivity to highly confidential information;
• Highest level of professional and ethical conduct;
• Strong interpersonal relations skills;
• Ability to work collaboratively and creatively, while inspiring and motivating others to achieve common goals; and
• Willingness to travel, as needed.

Hybrid Workplan

PLEASE NOTE: Employees are expected to live within the assigned geographic location to commute to and from the office or assigned on-site location(s) as business or client needs require.

• Currently, all interviews are virtual.
• Applicants must reside in the state of Texas.
• All positions will require working remotely and in-office at the assigned work location.

RAICES is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.