Managed Services Service Delivery
Core
Execute operational, data, and system-based work for clients, including donation processing, gift entry, batch management, and reconciliation within CRM environments.
Role type
Staff-level Managed Services Service Delivery Consultant
Builds
Client deliverables for fundraising operations and data management
Domain
Nonprofit technology / Fundraising operations
Deliverable
client delivery
Required skills
Donation processing, gift entry, batch management, batch reconciliation, data hygiene, report building, list segmentation, manual data entry, exception resolution, SOW execution
Preferred skills
CRM platform experience, fundraising platform experience, nonprofit sector experience, Power BI, advanced Excel
Technologies
CRM products, Power BI, Excel
Responsibilities
Manage assigned client deliverables across multiple accounts; Perform manual gift entry and process batches; Generate acknowledgments and build segmented lists for direct mail; Maintain data integrity through quality checks; Collaborate with managers to prioritize work and contribute to process improvements
Seniority
Staff, hands-on IC