Donor Integrations Analyst

TITLE: Donor Integrations Analyst

DEPARTMENT: Community Relations and Development

STATUS: Full Time, Non-Exempt

SALARY: $25 - $27

Mission Statement:

The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Scope of Position:

The Donor Integrations Analyst, under the direction of the Donor Data Operations Center Director, manages no-code integrations systems, Bright Vine Data Link (BVDL), to ensure that the Donor Database application, Blackbaud CRM (BBCRM), is up to date with other systems and receives and sends data as needed.

Education and Work Experience:

1. 2 years experience entering data into a CRM or ERP System
2. Experience with gift and financial processing.
3. Familiarity with not-for-profit gift processing business rules
4. Basic understanding of Chart of Accounts practices a plus

Knowledge, Skills and Abilities:

1. Ability and willingness to function as a member of the team.
2. Good interpersonal and telephone communications skills.
3. Ability and willingness to keep information confidential.
4. Ability and willingness to take oral instructions and follow through with them.
5. Attention to detail and organization.
6. Willingness to become familiar with the objectives and procedures of The Salvation Army.
7. Working knowledge of diverse software applications and ability to use new software programs and databases with basic training.
8. Ability to work in a fast-paced environment and maintain poise under pressure.
9. Ability to manage multiple projects to completion on a timely basis.

Software-related skills

1. Proficiency with Microsoft Teams, Outlook, and shared workspaces for daily coordination and task tracking
2. Experience using project or work-management tools such as Asana, Jira, or similar to manage assignments and cross-training coverage
3. Strong skills with data import/export tools (CSV, Excel, ETL utilities) for large-volume data movement

1. Proficiency in MS Office applications, including Word, Excel (macros, formulas, and formatting), CoPilot, PowerPoint, Outlook, Teams, Google Docs/Sheets.
2. Ability to maintain technical documentation for integrations, schedules, and business rules

Work Habits

1. Must adhere to all Salvation Army policies and procedures.
2. Must maintain the integrity of confidential communications or activities.
3. Must maintain professional, courteous and cooperative manner with all THQ and "Field" personnel and outside contacts and demonstrate respect and a positive attitude toward them at all time during the workday.
4. Must be a team player, take the initiative, and be flexible in assisting others to the best of ability to ensure accurate and timely work objectives.
5. Must maintain an organized work area, files, etc. contributing to the efficiency and accuracy of work within the assigned workday and avoiding unnecessary overtime.
6. Must be able to comprehend assignments and ask for additional information or clarification until the assignment is understood.
7. Must demonstrate dependability by arriving and leaving work on time, by taking the allotted time for lunch and breaks and by limiting personal telephone calls and socializing to break periods.

Equipment Used

1. Personal Computer
2. Networked PC's and Printers
3. Audio and Visual Equipment
4. Photo Copier/Scanner/Fax

Responsibilities:

1. Collaboration
   
   
   
   • Communicate daily with Territorial Donor Data Operations Director regarding messages, and information; sharing and receiving instruction and guidance on work to be completed.
   • Works closely with Donor Data Operations Center staff to ensure that gift related integrations and workflows are efficient and accurate per gift processing rules.
   • Cross trains on other department functions and provides coverage for colleagues as needed.
   
   
   
   
2. Database Support
   
   
   
   • Maintain CRM's integration processes utilizing Bright Vine Data Link in Blackbaud CRM. This includes configuration of all integration logic and schedules, coming from but not limited to, the caging company, online gift forms, prospect research databases, general ledger system, and the data warehouse. Maintain documentation pertaining to such configurations.
   • Maintain professional and technical knowledge of gift processing through regular review of DDOC instructions and frequent participation in gift processing decision discussions. Apply knowledge to logic and schedule of configuration in BVDL
   • Update and improve quality of CRM data by processing large volume data exports, imports, and global changes, and mass merges per business rules
   
   
   
   
3. Data Quality Audits
   
   
   
   • Record quality issues, identify patterns of inaccuracies, and recommend instructions for review by individual processors to decrease instances of errors
   • Prepare audit and control reports by collecting, analyzing, and summarizing operating information and performance metrics trends
   • Conduct systematic reviews of territorial business rules and documentation to maintain internal control systems, updating documentation when necessary, and recommend new policies and procedures focused on continuous improvement
   • Appraise adequacy of internal control systems, recommend new Portfolio Quality Control Reports for use by individual processors, and monitor the use of Quality Control Reports to ensure the result of utilization is increasing DDOC efficiencies and reducing errors
   
   
   
   
4. Help Desk
   
   
   
   • Research, test, apply solutions, resolve, and close helpdesk tickets as assigned. Particularly as related to integration issues or large volume data processes.
   
   
   
   
5. Meet or exceed productivity requirements
6. All other duties as assigned by the Territorial Executive Director of Development, Territorial Senior Director of Donor Data & Insights, and the Territorial Donor Data Operations Center Director

Physical requirements:

Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result.

They must possess a variety of physical capabilities, including the ability to sit, walk, stand, bend, squat, climb, kneel, and twist on an intermittent or continuous basis. They should be able to grasp, push, and pull objects such as files and file cabinet drawers, as well as reach overhead. Proficiency in operating a telephone and a desktop or laptop computer is essential. The candidate should be capable of lifting items up to 50 lbs. and must have the ability to access and produce information from a computer. Lastly, they must have the ability to comprehend written information effectively.

This position is primarily sedentary and requires the ability to remain at a keyboard for periods of up to two hours with minimal interruption. Ability to operate a keyboard is essential. Ability to operate under stressful working conditions in a rapidly changing work environment with multiple priorities is required.

Reports to: Donor Data Operations Center Director