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Recurring Giving Conversion Specialist

60k – 65kUnited StatesRevenue OperationsRemote
Summary

Coordinate payment data migrations, oversee data transformation processes, and create documentation for internal and external stakeholders. Requires strong communication skills and willingness to learn SQL, Excel, and AI tools.

About the role

What You Will Do:

  • Coordinate with internal and external teams to handle payment migration processes.
  • Communicate payment migration-related information clearly and concisely across the organization as necessary.
  • Oversee data transformation and migration processes, ensuring accuracy, data integrity, and compliance with internal and external requirements.
  • Become an expert in migrating data to and within the Bloomerang platform.
  • Translate complex technical information and processes into clear and concise documentation tailored to a variety of audiences.
  • Establish and develop relationships with external payment processors and internal Bloomerang teams; implement best practices and process optimizations.
  • Identify technical and procedural bottlenecks, support escalation management, and drive accountability across stakeholders.

What You Need To Succeed:

  • Ability to document, communicate, and maintain payment policies and procedures.
  • A knack for working with customers, team members, and vendors to ensure top payment experiences.
  • Strong written and verbal communication skills across technical and non-technical audiences.
  • A thoughtful, patient, and friendly communication style, and enjoy teaching/educating others through scalable content and documentation.
  • An independent self-starter mentality, and ability to effectively manage your schedule to optimize productivity.
  • Eagerness to learn new skills such as SQL, advanced Excel, and new technologies as we add them to our processes.
  • Ability to actively explore, learn, and responsibly integrate AI tools into daily tasks to drive efficiency and support Bloomerang's mission.

Benefits:

  • Health, vision, and dental insurance options; HealthiestYou telehealth service
  • 20 PTO days, 3 flex days, 4 optional volunteer days, 12 paid holidays, paid parental leave
  • 401k match
  • Equipment provided
  • Salary range: $60,000 - $65,000; may be eligible for discretionary bonus
Skills
SQLAdvanced ExcelAI toolsData migrationDocumentationPayment processingProcess optimizationStakeholder management
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