Lead Data Services Associate

Position Overview:

The Lead Data Services Associate serves as a subject matter expert across key donation processing workflows and acts as a quality control and escalation point for the Data Services team. This role combines hands-on execution of complex transactions with oversight of junior staff work, ensuring accuracy, consistency, and strong cross-functional alignment with Finance and Relationship Managers.

This individual operates with a high degree of independence, is trusted to manage sensitive and high-volume processes, and plays a critical role in maintaining data integrity and improving operational workflows.

Responsibilities:

Advanced Donation Processing & Data Management

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
Quality Assurance & Review

Perform QA review of wire coding and allocations completed by junior staff
Review Velocity entries for accuracy, completeness, and adherence to internal standards
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

Requirements:

4+ years of experience in data services, donation processing, or a related operations role
Strong proficiency in Microsoft Excel and database systems (Velocity experience preferred)
Deep understanding of donation types, including wires, stock, and pledges
Exceptional attention to detail with the ability to manage high-volume, complex data
Excellent communication and interpersonal skills
Ability to work collaboratively and independently

Preferred Qualifications:

Experience in a customer service or donor support environment
Familiarity with ServiceNow or similar ticketing/workflow management platforms
Experience working with cross-functional service queues or internal request systems