Gift & Records Processing Specialist

University of Massachusetts Amherst Foundation • Hadley, MA • 1d ago

About University of Massachusetts Amherst FoundationEstablished in 2003, the University of Massachusetts Amherst Foundation (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amherst's mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the University's mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation.
About the role The Gift & Records Processing Specialist performs essential operational tasks to ensure accurate and timely recording of donor gifts and the maintenance of constituent biographical information within UMAF's constituent relationship management (CRM) system on Salesforce Education Cloud. This position supports UMAF's fundraising, accounting, and donor stewardship functions by processing gifts, managing data uploads, and ensuring the integrity of financial and biographical information.This position functions as part of the Gift and Donor Services team and collaborates closely with colleagues across Advancement Services and Foundation Information Technology teams.
Location : This is a full-time hybrid position and is open to employees in select US states: Gift Processing and Data ManagementProcess and record all philanthropic gifts received via cash, check, credit card, EFT, securities, and online giving portals.Verify donor intent, designation coding, and compliance with UMAF policies and IRS regulations.Assist with daily and monthly gift batch reconciliation.Biographical Records and Data IntegrityMaintain and update constituent records in Salesforce, including but not limited to contact information, employment, marital status, degrees, affiliations, activities, awards, special handling, and relationship data.Process change requests submitted by Advancement colleagues and ensure appropriate data validation.Create new constituent records and maintain proper data relationships and affiliations in the CRM.Participate in data quality reviews and assist with standardization of biographical and gift data processes.
Salesforce CRM and Data Loader OperationsUse Salesforce data management tools to import, update, or export data related to gifts, pledges, and biographical information.Validate data formatting and troubleshoot integration or mapping errors.Support data migration, testing, and clean-up projects during CRM enhancements and new feature rollouts.Document standard operating procedures for data upload, mapping, and maintenance tasks.Collaborate with the Information Systems and BI teams to improve data integrity across Advancement systems.
Collaboration and Customer ServiceProvide professional, courteous customer service to donors, internal colleagues, and campus partners.Serve as a cross-trained backup within the Records & Gift Processing team during periods of high volume or staff absences.Participate in departmental meetings, audits, and data governance initiatives.
The Specialist will assist with additional projects, process improvements, and data initiatives as assigned.
Bachelor's degree preferred.Minimum of 2-3 years of experience in advancement services, gift processing, data management, or accounting.Experience with Salesforce Education Cloud or similar CRM systems.Familiarity with data import/export tools.Strong analytical, problem-solving, and data auditing skills.Excellent attention to detail, accuracy, and data confidentiality.Note: We're passionate about building a diverse team. BENEFITS 20 vacation days, 12 holidays, 12 sick days, 5 personal days, and 2 office closure days.4-day summer work week.Health insurance packages for medical, dental, and vision.Part-time work for full-time pay for the first 4 weeks post parental leave.64,000 - $70,000 DIVERSITY, EQUITY AND INCLUSION At the UMass Amherst Foundation, we understand the value that diversity, equity, and inclusion bring to our workplace, our constituents, and our community. We welcome and value diversity in all its forms and recognize that a diverse and inclusive team strengthens our work and advances our mission. religious and political beliefs; and socioeconomic and veteran status are valued, respected, and included at every level. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. OUR VALUES UMAF is committed to building a team with these shared values:

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