The Processing Specialist I will collaborate with the donor relations team and corporate partners to build and manage successful workplace campaigns and client relationships. The Processing Specialist I will manage a portfolio that will include local and national workplace campaign accounts and will be responsible for the timely and accurate management of overall online pledging set-up, processing of pledges, and customer support. This requires strong computer aptitude with the ability to easily learn new programs, databases, and procedures in an ever-changing and fast-paced environment. The Processing Specialist I will understand and adhere to the organizations data management policy and procedures and will assist with data clean-up projects.

Essential Functions

• Meet with company/campaign staff for data needs (campaign dates, personalized pledge forms, site customization, web permissions, predetermined e-communicationkick-off and retention emails)
• Manage and monitor campaign dates relevant to receipt of employee roster file, campaign kick-off, close and payroll file due dates to ensure timely delivery of set-up, close and payroll due dates
• Review data files from and to assigned companies ensuring complete and accurate information
• Configure and import data files
• Prepare customized step-by-step written instructions for the online giving process as requested
• Configure company website: Import employee roster file into campaign management system; create user IDs and passwords, create the workplace campaign, create web envelopes, set up administrator permissions and reports; send test and kick-off emails to the company and DR contacts for approval
• Create, validate, and provide payroll files to corporate partners at the close of the campaign
• Provide Tier 1 customer support related to issues with workplace campaign set-up, donor issues, reporting, work with our internal and external corporate teams to identify root cause of issues and offer and implement solutions
• Data entry of pledges, adjustments, and designation changes as needed
• Provide general audit support

People Management Responsibilities

• N/A

Financial/Budgetary Responsibilities

• N/A

Education and Experience

• Bachelors degree in Business Administration, Computer Science or related fields, or equivalent combination of education and experience

Knowledge, Skills, and Abilities

• Strong relationship management skills
• Strong customer service skills
• Need to be able to communicate effectively, multi-task, work independently, work in small groups.
• Strong computer aptitude with the ability to easily learn new programs, databases, and procedures in an ever-changing and fast-paced environment.
• Attention to detail a requirement.
• Bookkeeping and accounting
• Intermediate to Advanced level Microsoft office products (Excel, Outlook, Teams)
• Data file management (Import/Export)
• General understanding of HTML, Single Sign On (SSO), WinZip Encryption, and FTP Servers
• Working knowledge of Andar a plus.

Certifications/Licenses

• N/A

Physical Demands

• Sedentary: Exerting up to 10 lbs. of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects, including the human body. Involves sitting most of the time but may involve walking or standing for brief periods of time.

Travel Requirements

• No travel required