Lead Data Services Associate

Responsibilities

• Manage and execute complex transaction workflows, including wires, stock gifts, and non-standard donations
• Update and maintain the wire tracking spreadsheet, including transaction entry, coding, and allocation research
• Input transactions received via non-donation accounts in coordination with accounting
• Monitor and manage the IDB donations account on a daily basis
• Liaise with Accounting to obtain required details for accurate entry into Velocity
• Review and reconcile stock-related activity, including stock tickets and Chase account activity
• Manage and work the pending pledge queue to ensure timely resolution and accurate recording
• Execute and/or oversee soft credit processing for complex donor scenarios
• Perform QA review of wire coding and allocations completed by junior staff
• Conduct a wire review to ensure proper documentation, coding, and downstream impact
• Identify trends in errors or inconsistencies and proactively address root causes
• Serve as an escalation point for complex or unclear transactions
• Partner with Relationship Managers (RMs) to clarify donor intent and resolve allocation questions
• Communicate with Finance/Accounting to reconcile discrepancies and ensure alignment across systems
• Bridge gaps between departments by proactively identifying missing or unclear information
• Support resolution of high-priority or sensitive transaction issues

Quality Assurance & Review

• Perform QA review of wire coding and allocations completed by junior staff
• Conduct a wire review to ensure proper documentation, coding, and downstream impact
• Identify trends in errors or inconsistencies and proactively address root causes
• Serve as an escalation point for complex or unclear transactions

Internal Stakeholder Communication & Collaboration

• Partner with Relationship Managers (RMs) to clarify donor intent and resolve allocation questions
• Communicate with Finance/Accounting to reconcile discrepancies and ensure alignment across systems
• Bridge gaps between departments by proactively identifying missing or unclear information
• Support resolution of high-priority or sensitive transaction issues

Ownership of Key Workflows

• Own critical processes, including wire tracking, stock donation processing, and pending pledge management
• Ensure workflows are consistently executed, documented, and improved over time
• Maintain and refine SOPs related to owned processes

Team Support & Leadership

• Act as a go-to resource for junior team members on complex transactions and systems questions
• Provide guidance and informal training on tools such as Velocity and internal tracking systems
• Review and provide feedback on junior staff work to improve accuracy and efficiency
• Support onboarding and knowledge transfer for new team members