Gift Operations Specialist

Gift Operations Specialist

Location: Houston, TX 77030
Schedule: Monday-Friday, 8:00 AM-5:00 PM
Work Arrangement: 100% Onsite
Contract Length: Approximately 4 months

Position Overview

We are seeking a detail-oriented Gift Operations Specialist to support a busy philanthropy and gift operations team. This position is responsible for accurately processing donations, maintaining gift and donor data, reconciling transactions, researching discrepancies, and providing administrative and customer service support.

The ideal candidate is highly organized, comfortable working with financial and transactional data, and able to maintain accuracy while handling multiple priorities in a fast-paced environment.

Key Responsibilities

Gift Processing – 70%

• Process and record a variety of philanthropic donations accurately and efficiently.
• Support processing for annual fund, credit card, matching gift, special event, and peer-to-peer donations.
• Prepare and manage daily deposits.
• Reconcile deposits and research gift-processing exceptions.
• Identify discrepancies involving donor information, gift records, and general ledger impact.
• Maintain accurate documentation and records in accordance with organizational policies and CASE Global Reporting Standards.
• Assist with User Acceptance Testing (UAT) and special projects.
• Partner with internal teams to resolve donation disputes, processing errors, and donor account inquiries.

Gift Data Management – 20%

• Capture, maintain, and update gift information across electronic systems.
• Research and resolve data discrepancies.
• Maintain a high level of data accuracy and integrity.
• Use Microsoft Excel, Teams, and OneDrive to organize, track, and maintain information.
• Apply departmental guidelines, CASE Global Reporting Standards, and Generally Accepted Accounting Principles when reviewing gift data.

Customer Service – 10%

• Respond to cases, emails, and other inquiries related to gift processing.
• Research requests and route inquiries to the appropriate philanthropy team member when necessary.
• Provide timely and professional communication to internal and external stakeholders.
• Work independently while managing multiple requests and deadlines.

Qualifications

• Bachelor’s degree in marketing, advertising, or a related field.
• Preferred: Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline.
• At least 1 year of clerical, office, administrative, organizational, or related support experience.
• Additional equivalent experience may substitute for the required education on a year-for-year basis.
• Previous Institutional Advancement experience is highly preferred.
• Strong Microsoft Office skills, particularly Excel, Teams, and OneDrive.
• Strong attention to detail and ability to work accurately with financial and transactional data.
• Excellent written and verbal communication skills.
• Ability to research discrepancies, solve problems, and manage multiple priorities.