JOB DESCRIPTION
Job Title: Jewish Federation DSOC Department Assistant
DEPARTMENT: DONOR SERVICES OPERATIONS CENTER (DSOC)
The DONOR SERVICE OPERATIONS CENTER (DSOC) is responsible for general database maintenance and integrity, support for development and campaign efforts, events, billing and acknowledgements. In general, the Donor Services Assistant is responsible 1) supporting all of the department’s activities, 2) maintaining a working knowledge of the Donor Management System, known as BBEC; 3) internet research for data base management; 4) data entry; and 5) administrative support.
ESSENTIAL JOB FUNCTIONS:
Conduct detailed and extensive internet research for the purpose of maintaining and updating donor
database in the BBEC (Blackbaud) Donor Management System.
Maintain and create codes for Governance committees, Groups, Events, and Constituencies in BBEC.
Produce and maintain accurate records of Pledge and Payment Acknowledgment letters for annual and
special campaigns, using the Marketing Acknowledgment process in BBEC and MS Word.
Provide administrative support for Federation events, e.g. Super Sunday, Workers Rallies, Workers Kits, Lion
of Judah events, and special events.
Frequent updates and maintenance of records for deceased individuals in BBEC Donor Management System;
send email notifications as appropriate; and generate weekly condolence letters sent from the Board Chair
and/or President.
Verify and reconcile daily, weekly and monthly integrity reports to maintain the highest level of accuracy in
BBEC Donor Management System.
Process account updates which include: division changes, work history, address, email and telephone
updates, and constituency changes as needed or in response to Federation staff requests.
Support all billing activities, including organizing and processing the billing according to pre‐set schedule;
printing and mailing invoices; processing adjustments; clearing the unapplied payment list; handling calls
from donors regarding their accounts; and reviewing all special billing codes for accuracy.
Support the collections process, including generating November collections letters; processing cancellations;
assisting with Cash Committee meeting preparation and generating reports.
Run reports from BBEC to support DSOC work.
Provide general administrative assistance for the department.
Provide new employee training on basics of the Federation’s computer network, as needed.
Prepare correspondence, reports, and documents as needed including “In Honor Of” and “In Memory Of”
cards.
Assist with and/or create solicitation mailings.
Assist in the establishment of a comprehensive record‐keeping system and office procedures for the Donor
Services Dept.
Miscellaneous office duties as required, e.g. monitoring, ordering and organizing supplies.
Interact professionally on a regular basis with staff, lay leaders and the general public.
Assume additional responsibilities and perform special projects as needed or directed.
Knowledge, Skills & Abilities:
Strong internet and research skills.
Proficient/Advanced skills with Microsoft Office 2010 applications, with a focus on Excel skills. .
Adept in Internet research and the ability to use various third party sources to support the research results.
Aptitude to think outside the box and creatively.
Ability to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines.
Ability to quickly learn new computer software.
Ability to work in a structured environment.
Team player with a positive attitude and the ability to also successfully work independently.
High attention to detail, demonstrated ability to follow‐up proactively.
Strong customer service, exercising poise, tact and diplomacy, including exceptional telephone etiquette and
style, while professionally handling confidential information.
Demonstrated problem‐solving, troubleshooting and workflow skills.
Qualifications:
High school diploma or GED required.
Demonstrated experience with internet research.
Preferred Qualifications:
Experience in a development office environment.
Two year Associates Degree or BA.
Previous database experience.
Experience managing others is a plus, but not required.
Working Conditions:
Work performed in a general office environment.
May require availability for overtime hours during peak periods. May require periodic participation and
attendance at organization sponsored events and meetings.
Preferred hours are 8 a.m. – 5 p.m. – work week is 40 hours.
This job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is
subject to review and change at any time, with or without notice, in accordance with the needs of Jewish Federation of
Cleveland. Since no job description can detail all the duties and responsibilities that may be required from time to time in
the performance of a job, duties and responsibilities that may be inherent in a job, reasonably required for its performance,
or required due to the changing nature of the job shall also be considered part of the jobholder’s responsibility.
Qualified candidates can send their resumes to careers@jcfcleve.org.
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