Jobs · OTHR · Texas

Supporter Relations Associate (39897)

RAICES · San Antonio, TX · 2 mo ago
OTHRFull-time

About the Role

A key member of the External Affairs Team with a dotted line to the Development Director, the Supporter Relations Associate serves as the department’s primary Finance Liaison. This role ensures the integrity of the organization’s digital revenue data, oversees complex contribution reconciliations (exceeding 50% of the daily workload), and has direct access to corporate bank statements and financial accounting software. Strict confidentiality is required due to involvement in sensitive financial planning and access to proprietary donor data.

Responsibilities

  • Financial Reconciliation and Management (50%+)
    • Performs daily and weekly audits of CRM gift records against bank deposits and statements to ensure 100% data and financial accuracy.
    • Supports the Digital Systems Senior Manager and Development Director in sensitive financial planning by providing revenue forecasting and data modeling based on reconciled gift trends.
    • Serves as the primary point of contact for annual financial audits by providing requested reconciliation reports and donor documentation to the Finance Department.
    • Manages the reconciliation of funds across digital and analog platforms; ensures segregation of duties to maintain internal controls (e.g., reconciliation separate from authorization of disbursements or gift processing).
  • Data Integrity and Compliance
    • Ensures all gift/payment information handling complies with Payment Card Industry (PCI) Data Security Standards and RAICES' data security protocols.
    • Maintains donor and financial records in strict accordance with the RAICES Confidentiality Policy and Ethics Policy.
    • Performs general CRM maintenance, including deduplication and accurate contact notes, to uphold database health.
  • Supporter Relations
    • Resolves complex supporter requests via phone, email, and web, providing clear information regarding donations and payment updates.
    • Tracks and reports on supporter request trends and attrition reasons to inform future development strategies.

Requirements

  • Bachelor’s degree in Marketing, Communications, Data Science/Analytics, or other relevant field.
  • 3 years of experience in nonprofit fundraising, including:
    • 2 years of experience in CRM management.

Qualifications

  • Demonstrates behavior aligned with RAICES’ mission, vision, and values: Integrity, Agility, Community, Compassion, and Wellness.
  • Exemplary written and verbal communication skills, with the ability to present information effectively to supporters and staff.
  • Top proficiency in Microsoft Office Suite (especially Excel), Google Apps, Squarespace, and CRM systems.
  • Strong time management, attention to detail, and organizational skills.
  • Ability to work collaboratively and autonomously in an ambiguous, fast-moving environment.
  • Sound judgment and sensitivity to highly confidential information.
  • Highest level of professional and ethical conduct.
  • Strong interpersonal skills and ability to inspire and motivate others toward common goals.
  • Willingness to travel as needed.

Schedule

This is a hybrid role requiring employees to reside in Texas and commute to the assigned work location as business or client needs require. Applicants must be based in Texas.

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