Development Information Services Coordinator; CAS

Posted on August 12, 2020

We hope you are inspired by what we do and are excited to contribute to our mission. The Academy is looking for candidates who do great work, and we know they may come from a number of different backgrounds and experiences. We encourage you to apply even if you do not believe you meet every one of the qualifications for the position.

The Development Information Services Coordinator (DIS Coordinator) position guides the timely and accurate processing of all outright gifts, multi-year commitments, gift adjustments, and other forms of support (totaling approximately 5,000 transactions a year) to the Academy (excluding Membership); and provides database support, including tracking solicitation appeals and record maintenance. This position is Development’s primary liaison to Accounting; handling fund reconciliation and contribution support alignment.

This role is the point of contact for creating and maintaining standard procedures, manuals, and policies. This full-time position reports to the Development Information Services Lead and works closely with the Development Information Services Assistant.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.

• Conducts daily gift operations in Tessitura, ensures accuracy, provides quick turnaround on gift processing, and assists in tracking contributions for the Development department’s fundraising goals
• Batches, reviews and commits gifts in Tessitura with the cooperation of the Development Information Services Assistant; ensuring proper documentation is included with gift paperwork; verify contribution designations with Academy partners, coordinates with Accounting to deposit contributions into correct funds
• Leads weekly check-in meetings with the contribution Accounting team to ensure agreement on gift treatment and overall alignment on contribution policies
• Reconciles revenue totals monthly/quarterly with Accounting to be sure all contributed revenue is accurately tracked
• Develops efficient internal contribution tracking systems in cooperation with the Development Information Services Assistant to inform Development staff of the contribution processing cycle
• Serves as an informed resource to Academy departments for questions pertaining to completing gift acceptance forms, gift processing procedures, and donor recognition
• Runs queries, reports, exports, imports, adjustments, and data clean up tasks in Tessitura
• Trains Development staff in Tessitura and familiarizes team members with procedural resources
• Maintains an inventory of naming opportunities and facilitate donor recognition updates with appropriate Academy staff
• Follow all Academy safety regulations
• Other duties as assigned

• Knowledge of database software, preferably Tessitura
• Knowledge of Google Suite, Microsoft Word, Excel
• Attention to detail, aims to achieve deadlines, and able to take initiative
• Able to work efficiently on projects, as well as be a collaborative team player
• Able to problem-solve, prioritize, and complete multiple tasks
• Possess proficient analytic and mathematical skills
• Clear and efficient communication and writing skills in order to respond to inquiries and compose correspondence
• Maintain confidentiality of sensitive information and use good judgment

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups or individuals. Bilingual (spoken and/or written) in Spanish, Cantonese, Mandarin, or other non-English language preferred but not necessary.

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform…