Document Management and Records Associate

The Records and Gift Management team contributes to the mission by collaboratively providing expertise in handling donations, maintaining accurate records, and ensuring compliance with regulations. The Records and Information Management is responsible for managing the constituent and organization records in the Foundation's CRM, which includes implementing and maintaining new records processes, data entry, data enrichment, and data integrity audits.

What You Will Do

Develop and oversee the methods, strategies, and tools that are used to capture, store, manage, preserve, and deliver documents associated with organizational processes; serve as a mentor and provide leadership of daily document management processes; train all staff on usage of document management system; responsible for biographical updates in the alumni/development database.

Why It Might Be a Fit

The ideal candidate will have experience managing electronic document management systems, quality assurance, technical skills, data entry and accuracy, process development, problem-solving and troubleshooting, interdepartmental collaboration, training and support, and confidentiality and compliance.

Requirements

• High School diploma or equivalent experience required
• Bachelor's degree in business administration, information management, or related field preferred
• Document Management Expertise – Experience managing electronic document management systems (DMS), including scanning, indexing, and categorizing documents
• Quality Assurance – Ability to execute quality control processes to ensure document and data integrity
• Technical Skills – Proficiency with scanning equipment, multifunction copiers, and standard office software (Microsoft Office Suite)
• Data Entry & Accuracy – Experience updating and verifying biographical data in CRM with strong attention to detail
• Process Development – Ability to create and maintain policies and procedures for document and data management workflows
• Problem-Solving & Troubleshooting – Skilled in identifying and resolving errors in scanning processes and data entry
• Interdepartmental Collaboration – Experience serving as a liaison between technical and functional teams and facilitating committee meetings
• Training & Support – Ability to provide technical support and conduct training sessions for staff on document management systems
• Confidentiality & Compliance – Demonstrated adherence to strict confidentiality standards and organizational policies

Benefits

• Dental insurance
• Vision insurance
• Paid holidays
• Retirement plan
• Paid time off
• Health insurance