Assistant- Gift Processing and Data Quality
RMI is seeking a self-motivated and eager candidate with exceptional organizational, data and communication skills to provide data integrity, gift processing and support for RMIs donor and prospect data. This individual will provide outstanding acknowledgement, stewardship, and customer service to RMI’s donors, managing their confidential gift and personal information in our Salesforce database. This position will also use and develop reports to support RMIs fundraising and external engagements. The ideal candidate can manage competing priorities with a can-do attitude and maintain a pleasant and professional demeanor under pressure. The person must have a proven track record handling sensitive information.
This position reports to Director of Development Operations and will be based in our Boulder, CO office.
Individuals of underrepresented groups are strongly encouraged to apply!
Gift Processing, Acknowledgement, Data Management and Reporting
- Gift Processing - Process pledges, gifts, pledge-receivables, and grant contracts, including accurate and timely data entry and document upload in Salesforce.
- Provide customized donor acknowledgements and supporting stewardship for RMI’s recognition levels
- Donor Data Management – update donor records from available information through research, donor communication, including returned mail and online communications.
- Assist development operational process improvements by documenting and improving internal processes between development, project management office and finance.
- Initiate Thank You Calls by Development Department
- Provide database administrative support for fundraising, campaign, gift acknowledgment, and donor recognition programs.
- Understand the Salesforce Reporting Functions. Prepare basic Salesforce reports and modify complex Apsona/Salesforce reports for data quality control, donor engagement opportunities, prospect research in advance of fundraiser and executive travel.
- Work with Salesforce to update records, input data and generate reports and lists
- Data entry support for donor events engagement
- Record and manage follow-up steps and activity into Salesforce accounts for team action in real time and immediately following events, executive travel, donor meetings, program strategy calls, etc.
- Provide routine assessment of new donors
Technical and Tools Knowledge
- Experience working in Salesforce a plus but working knowledge of a customer service database or other donor database required.
- Experience handling high level customer service needs and sensitive information.
- Proven attention to detail in data and databases, while also working with efficiency and efficacy.
- Understanding of how data integrity contributes to improved organizational results.
- Excellent knowledge of software including Salesforce, Office 365, SharePoint, OneDrive, Excel, Word, Power Point and Macintosh, including word merges, printing, and other tasks.
- Adept at Excel reporting functions, including pivot tables.
- Communicates clearly and effectively verbally and in writing and has superior listening skills. Interacts with others in a professional manner.
- Dependability. Can be counted on to assist with projects outside areas of primary responsibility.
- Flexibility. Is able to handle unanticipated changes to schedules, plans and workloads; approaches difficult situations with a positive attitude.
- Bachelor's degree from an accredited college or university or equivalent work experience.
- Four years of experience working in a data support role
- Ability to work independently and manage several responsibilities at a time while ensuring accuracy and attention to detail
- Ability to maintain professionalism and strict confidentiality at all times
- Excellent interpersonal and customer-service orientated communication skills via phone and email
- Ability to continually develop skills related to use of rapidly changing technology and communications best practices
- Passion for data integrity and hunger for connecting the dots.
- Experience working for a geographically dispersed organization
- Experience working for a nonprofit
- Experience working with fundraising or CRM software, especially Salesforce
- Proficiency in Microsoft Outlook, Calendar functions, Sharepoint, OneDrive, Excel, Powerpoint, Word.
This position will remain remote until it is safe to return to our offices in Boulder, CO. This will be discussed further throughout the interview process.
Important Note: As a U.S. federal contractor, RMI must comply with requirements outlined Executive Order Ensuring Adequate COVID Safety Protocols for Federal Contractors. This Executive Order requires that all federal contractors and subcontractors mandate and verify that all U.S. based employees are fully vaccinated against COVID-19. If you are based in the U.S., you will be required to provide proof of full vaccination status as a condition of employment. You may request an accommodation for medical or religious reasons. If you are based outside of the U.S., this requirement does not apply.
RMI compensates based on the level and requirements of the role. Salary within our ranges may also be determined by your education, experience, knowledge, skills, and abilities, as required by the role, as well as internal equity and alignment with market data. Typically, new Development Assistants based in the U.S. join at the minimum to mid-range pay rate of $24.00-$28.00 per hour. You would also have an additional 5% bonus target!
We offer a comprehensive benefits package including:
- Medical, dental, vision insurance
- 403b retirement options (5% match immediately)
- Life, AD&D, short-term and long-term disability
- Professional and personal development (including LinkedIn Learning access)
- Generous paid time off
- Parental leave
- Commuter and wellness benefits
- Casual work environment that promotes work-life balance
Increasing the diversity of thought, perspectives, ideas and opinions within RMI is a critical change element supporting our long-term sustainability and mission to build a clean, prosperous, and secure energy future.
We strive for a level of diversity that reflects the communities we serve. Achieving this—regardless of ability, race, ethnicity, ancestry, age, gender, sexual orientation, religion, veteran status, socioeconomic class, educational attainment or other social identities—is critical to the success of each RMIer and collectively as an organization. This ensures that we:
- Have the different array of thinking that comes from diverse backgrounds and cultures, enabling us to solve some of the world’s greatest challenges.
- Strive for a culture of inclusion and belonging by treating others with dignity, respect and appreciation enabling them to feel welcomed, supported and valued.
- Effectively connect, communicate and build long-lasting relationships with decision makers, stakeholders and constituents within diverse communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
RMI is an independent nonprofit founded in 1982 that transforms global energy systems through market-driven solutions to align with a 1.5°C future and secure a clean, prosperous, zero-carbon future for all. We work in the world’s most critical geographies and engage businesses, policymakers, communities, and NGOs to identify and scale energy system interventions that will cut greenhouse gas emissions at least 50 percent by 2030. RMI has offices in Basalt and Boulder, Colorado; New York City; Oakland, California; Washington, D.C.; and Beijing.