Constituent Data Coordinator

Overview

Position Objective:

The Constituent Data Coordinator role is to work in Salesforce to help and oversee database and maintenance projects with The Marfan Foundation’s four departments, Operations/Finance, Development, Marketing, and Research and its 3 Divisions (Marfan, LDS, and VEDS). This role will report to the Chief Finance Officer, but work collaboratively with all departments/Divisions.

Essential Functions:

Primary Salesforce Responsibilities:
• Manage and assist with all gift entry, which includes third-party online donations.
• Distribute Facebook report to staff for coding and enter into Salesforce.
• Update information in Salesforce or other third-party platforms as needed
• Responsible for fulfilling data report requests for all departments.
• Responsible and assist all departments to create SF lists as needed for mailings and emails
• Create honor and memorial gift reports to ensure all donations in memory or in honor of someone are included and sent to appropriate family member.
• Update and maintain donor information for accuracy, especially top donors.
• Monitor duplicate & new contact reports weekly and collaborate with Operations and Development to correct as needed
• Oversee changes of address, web donation overrides, name and household corrections, etc.
• Manage the Donor Acknowledgment Process in which includes:
o Work with Director of IT to learn Apsona platform to process all the acknowledgments.
o Upload, maintain, and refresh acknowledgement templates in shared drive and in Salesforce/Apsona.
o Identify special tax needs with all acknowledgement letters, as outlined by the IRS guidelines and Donor Bill of Rights under the guidance of the CFO             and in collaboration with Chief Philanthropy Officer.
o Coordinate and work with Development team to customize acknowledgment letters for all events, donors as needed
o Process event summaries that include all transactions from the event in one acknowledgment letter with appropriate benefit value noted for each gift
• Generate invoices and pledge reminders via Salesforce
• Monitor outstanding pledges and ensure payments are correctly attributed

Other Responsibilities:
• Maintain special lists (Board, Committees, Staff, Top donor, etc.)
• Team Member on the Operations daily calls, Development calls and others as needed
• Collaborate with Director of Technology on data process changes
• Documenting salesforce workflow processes, including error reports and changes to field history tables.
• Collaborate with Development team as needed and work Chief Philanthropy Officer on special donor requests for letters, lists and other requests
• Assist, in creating, developing and streamline relevant operating processes

Competencies:

• At least 1 – 2 years Salesforce Database experience, preferably in NPSP
• Salesforce Admin Certification (a plus, not required )
• Classy or similar donation platform software experience
• Apsona experience a plus
• Proficiency in Microsoft Office
• Is a Guru in documenting processes and enjoys it
• Confident, Self-motivated and proven track record of showing initiative
• Excellent communication and writing skills
• Strong attention to detail, strong organizational skills, and ability to multi-task.
• Ability to maintain strict confidentiality of donor information
• Experience working in a team environment, preferable in not for profit
• Comfort and familiarity with technology with a user experience mind-set
• A team player who is adaptive, has a sense of humor, and is comfortable working in a small office with a roll-up-your-sleeves environment

Travel (if applicable):

Travel is required in support of annual conference, events or programs.

Education & Experience:

Bachelor’s degree required
1 -2 years Salesforce experience required, Salesforce administrator a plus.
Apsona and Classy experience a plus

Work Environment:

Port Washington, NY location/Remote outside of NY
Works closely with supervisor and other department leaders and staff
Daily Department meetings
Very collaborative and team environment
Willing to handle multiple tasks

Other Duties:

The Marfan Foundation expects all employees to conform to the expectations outlined in the Employee Manual. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Benefits:

The Marfan Foundation recognizes that financial rewards and great benefits are important aspects of an ideal job. That’s why we offer competitive financial compensation, and benefits package.
• Work-Life balance
• Medical, Dental, Vision Insurance
• Paid Time Off
• Flexible Spending Account (FSA)/Health Reimbursement Account (HRA)/Lifestyle Spending account and other Options
• Long-Term Disability/Life Insurance

EEO Statement:

The Marfan Foundation is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, sex, gender identity, gender expression, sexual orientation, age, military and veteran status, medical condition or any protected category prohibited by local, state or federal laws. All employment is decided on the basis of qualifications, merit, and business need. We are committed to developing and retaining the most talented people that represents a variety of backgrounds, perspectives, and skills.