Talent.com
Pledge Processing Specialist
Pledge Processing SpecialistUnited Way for Greater Austin Career Page • Austin, TX, US
[error_messages.no_longer_accepting]
Pledge Processing Specialist

Pledge Processing Specialist

United Way for Greater Austin Career Page • Austin, TX, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Description : United Way for Greater Austin Pledge Processing Specialist Department : Resource Development and Marketing & Communications Regular, Full-time, Non-exempt

Who we are :

United Way for Greater Austin brings our community together to break economic barriers and build opportunity for all. We break the cycle of economic hardships for families and individuals, striving to create a vibrant, thriving community. Recognizing the urgency of addressing economic challenges, we focus on increasing the availability of high-quality early care and education and access to pivotal resources to address financial barriers in Central Texas. Our united front includes dedicated donors, volunteers, corporate and civic partners, staff, and a connected network of neighbors. Together, we leverage data, community alliances, services, and public engagement to transform Central Texas, responding to urgent needs with lasting, impactful solutions.

Who we want :

The Pledge Processing Specialist consistently achieves deadline-driven results while providing high customer service to the United Way staff and our external stakeholders. You will accurately input all pledge and payment details from various systems and sources into our record database. You will coordinate with other departments and donors as needed to guarantee that all appropriate documentation is collected and maintained to meet the requirements of our yearly financial audit. You will be an ambassador of departmental and organizational processes while having the ability to identify areas for growth and improvement.

Who you are :

  • Drives results : You have a strong bottom-line orientation. You persist in accomplishing objectives despite obstacles and setbacks and have a track record of exceeding goals successfully. You push yourself and help others achieve results.
  • Collaborates : You work cooperatively with all departments across the organization to achieve shared objectives and represent their interests while being fair to others and their area. You partner with others to get work done and credit others for their contributions and accomplishments — you garner the trust and support of others.
  • Interpersonal savvy : You relate comfortably with people across levels, functions, cultures, and geography and act diplomatically and tactfully. You build a rapport in an open, friendly, and accepting way and develop constructive relationships with people similar and different to yourself.
  • Being resilient : You are confident under pressure and maintain a positive attitude despite adversity. You manage crises effectively, bounce back from setbacks, and grow from your hardships and negative experiences.

What you'll do : Payments :

  • Support the processing of donations received through various platforms, to include Classy, Goodworld, Benevity, ACH
  • Record cash receipts via check, EFT, and other forms of payment in the Salesforce donor database system.
  • To ensure business continuity, help create and maintain process / procedure documentation, training materials, and other collateral.
  • Process charitable transactions received daily by United Way for Greater Austin in a confidential and accurate manner.
  • Determine the proper gift entry coding (fund, gift type, etc.).
  • Match gifts and constituent record updates.
  • Pledges :

  • Data entry of pledge information, including processing of electronic pledge data.
  • Process pledges in a timely manner to meet reporting requirements, including acknowledgement letters.
  • Import and validate electronic pledge data to eliminate duplicate or inaccurate records.
  • Review imported pledge data to ensure completeness and accuracy.
  • Perform reviews of the data input to verify accuracy, either by self-review or by review by another.
  • Confirm 501(c) (3) status of new designated agencies at time of data entry and resolve unidentified or ineligible agency designations with donors.
  • Confirm 501(c) (3) and Patriot Act requirements for each agency following completion of the campaign data entry each spring.
  • CRM Management :

  • Provide high customer service to donors regarding pledge and payment assistance.
  • Identify donor requests, issues, and concerns as they arise, provide information and / or assistance, and resolve problems as needed.
  • Elevate concerns around gift processing to include a change in coding, missing information, need for documentation, etc.
  • Update donor biographical and demographical records, including name, address, phone, email, and other information.
  • Provide ongoing development support to the Chief Development and Marketing Officer, Donor Operations Manager, Sr. Pledge Processing Specialist, and other team development members.
  • What you will bring :

  • 2+ years of data entry experience (non-profit preferred)
  • Bachelor’s degree or equivalent experience preferred
  • Detail-oriented, organized, and able to meet deadlines
  • Proficient in Microsoft Office and Google Suite; Salesforce experience a plus
  • Comfortable in a fast-paced, cross-functional environment
  • What you’ll receive :

  • Dynamic and rewarding work environment
  • Competitive Compensation
  • Hybrid Work Option
  • Employer 403(b) Matching
  • Employer-Sponsored Health Insurance (for employees)
  • Dental Insurance
  • Vision Insurance
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA)
  • Generous Paid Time Off (PTO)
  • Paid Parental Leave
  • FMLA
  • Employee Assistance Program (EAP)
  • This position is located in Austin, Texas, and reports directly to the RD Donor Database Manager.

    Notice : The job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Management has the right to assign or reassign duties and responsibilities at any time. United Way for Greater Austin is an “at-will” employer.

    Requirements :

    [job_alerts.create_a_job]

    Pledge Processing Specialist • Austin, TX, US

    [internal_linking.similar_jobs]
    Distribution Specialist

    Distribution Specialist

    HUB International • Austin, TX, United States
    [job_card.full_time]
    Austin, Texas (Hybrid, 3 days in office).Recordkeeping Operations Manager.HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, lif...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Pledge Processing Specialist

    Pledge Processing Specialist

    United Way for Greater Austin • Austin, Texas, United States, 78752
    [job_card.full_time]
    Department : Resource Development and Marketing & Communications.Regular, Full-time, Non-exempt.United Way for Greater Austin brings our community together to break economic barriers and build oppor...[show_more]
    [last_updated.last_updated_variable_days]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Austin, TX
    [filters.remote]
    [job_card.full_time]
    Remote Day Trader – Stocks, Options & Futures | Amsterdam, North Holland.We profit only when you profit — no challenges, no gimmicks. Before you continue, please watch this short recruiting vid...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Teller - Steck

    Teller - Steck

    University Federal Credit Union • Austin, TX, United States
    [job_card.full_time]
    As a Full Time Teller, you will serve as a primary point of contact for processing Member transactions and requests.Eager to build strong, long-term meaningful relationships, our Tellers have a pas...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remittance Specialist

    Remittance Specialist

    HUB International • Austin, TX, United States
    [job_card.full_time]
    Job Title : Remittance Specialist.HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investme...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Field Collections Representative

    Field Collections Representative

    RCH Company Inc. • Austin, TX, United States
    [job_card.full_time]
    Location : Austin, TX & Surrounding Areas.Schedule : Up to 40hr / wk (Evenings Until 8 PM).RCH-Cablus – Authorized Contractor for Spectrum / Charter Communications. Take Control of Your Career and Join a ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Campaign Management Associate

    Campaign Management Associate

    Dear Media • Austin, TX, US
    [job_card.full_time]
    Dear Media is looking for an organized and strategic Campaign Management Associate to join our team.In this role, you'll partner with our key clients and talent to bring to life multi-faceted 360 c...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    AR / Collections Specialist

    AR / Collections Specialist

    Solomon Page • Austin, TX, United States
    [job_card.full_time]
    Our client, a well-established global organization in the healthcare and medical products space, is seeking a detail-oriented Accounts Receivable Specialist to join their finance team.This role wil...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Underwriting Transformation Specialist

    Underwriting Transformation Specialist

    Guardian Life • Austin, TX, United States
    [job_card.full_time]
    Do you want to shape the future of life underwriting and help Guardian deliver a seamless, digital-first experience? As an. Underwriting Transformation Specialist.This role combines deep underwritin...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Associate Manager, Billing Operations & Strategy

    Associate Manager, Billing Operations & Strategy

    Coinbase • Austin, TX, United States
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Entry Level Management

    Entry Level Management

    Ramos Agencies - Bailey Wuthrich • Austin, TX, US
    [job_card.full_time]
    We are on the lookout for a motivated and enthusiastic leader to become a vital part of our dynamic team.With a legacy of over 120 years of excellence in the industry, we pride ourselves on deliver...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Invoicing Specialist

    Invoicing Specialist

    Broadband Telecom Services • Austin, TX, United States
    [job_card.full_time]
    Broadband Telecom Services, INC.Broadband Telecom Services is a comprehensive telecommunications construction contracting company. Broadband Telecom Services is seeking a detail-oriented professiona...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    International Tax and Transaction Services - Transfer Pricing Manager - FY26

    International Tax and Transaction Services - Transfer Pricing Manager - FY26

    EY • Austin, TX, United States
    [job_card.full_time]
    Location : Atlanta, Chicago, Detroit, Minneapolis, Pittsburgh, Austin, Dallas, Houston, Irvine, Seattle, San Jose, San Francisco, Charlotte, Cincinnati, Miami, Boston, McLean, Philadelphia, New York...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    International Tax and Transaction Services - Transfer Pricing Senior Manager - FY26

    International Tax and Transaction Services - Transfer Pricing Senior Manager - FY26

    EY • Austin, TX, United States
    [job_card.full_time]
    Location : Atlanta, Chicago, Detroit, Minneapolis, Pittsburgh, Austin, Dallas, Houston, Irvine, Seattle, Charlotte, Cincinnati, Miami, McLean, New York City. At EY, we’re all in to shape your future ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Payment Operations

    Payment Operations

    Base Power Company • Austin, TX, United States
    [job_card.full_time]
    Base is America's next-generation power company.We're rebuilding the foundation of modern civilization-electricity-by deploying a vast network of distributed batteries that is transforming today's ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Teller - Lakeway

    Teller - Lakeway

    PNC Financial Services Group • Austin, TX, US
    [job_card.full_time] +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Treasury Management Relationship Support Specialist

    Treasury Management Relationship Support Specialist

    Regions Bank • Austin, TX, United States
    [job_card.full_time]
    Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Lead Sanctions Specialist

    Lead Sanctions Specialist

    Coinbase • Austin, TX, United States
    [job_card.full_time]
    Are you ready to exceed your limits and thrive in a fast-paced environment?.At Coinbase, our mission is to enhance economic freedom worldwide. This monumental challenge requires the dedication of ou...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]