Releasing Generosity

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Data Coordinator

Job Description

Department:
Report to
:

Data Services
Letty Lopez, Data Services Supervisor

Position:
Hours:

Full-time
40 hours / week

Position Purpose

The Data Specialist’s primary responsibility is to communicate and coordinate with each assigned client. This entails requesting necessary data for production. The Data Specialist must take information; format, store it, retrieve it, and/or distribute it to the staff, clients, and vendors.

Essential Duties and Responsibilities

  • Corresponds with Client’s Data Entry/ Development Staff via email and phone
  • Drafts file requests to individual contact personnel for necessary data information, which includes accurate fields, dates and necessary criteria for processing
  • Receives confidential client data, etc. via FTP and email. QC record counts, edit, and save in corresponding drive locations
  • Packages, compresses, and uploads data files to vendor FTP sites
  • Drafts and edits specific word doc and Excel instructions to vendors corresponding to the data file transfers
  • Runs monthly results reports for each individual for the Account Strategist
  • Downloads raw import data files and review counts
  • Edits Excel sheet for each Account Strategist with proposal quantities and previous year mailed quantities to present for mail selection
  • Works with Executive Account Strategist’s selections for each individual client
  • Performs final file reviews to make sure that the necessary captured data is correct and ready for distribution to printer/lettershop
  • Maintains and tracks Client’s NCOA files and expiration
  • File maintenance (put mail samples in order)
  • Scans/faxes when necessary 
  • Performs other related duties as assigned 

Skills and Abilities

Relationship Building: Must be friendly, trustworthy, knowledgeable, and professional

Communication Skills: Must demonstrate an advanced ability to read, analyze, and interpret agency documents, and respond effectively to inquiries. Must demonstrate good grammar, punctuation, and proofreading skills. The position requires regular contact both inside and outside the agency

Reasoning Skills: Must demonstrate ability to define problems, collect data, interpret, and understand data and analyses, establish facts, and draw valid conclusions. Must be extremely efficient, organized, process-oriented, resourceful

Computer Skills: Must demonstrate proficiency in the use and knowledge of integrated computer systems and business-related software such as Microsoft Office: Word, Excel, PowerPoint, Outlook, Workfront, and Dynamics and quickly learn, understand, and seamlessly implement the operation of the agency’s e-Tools

Attention to Detail: Must pay close attention to detail and demonstrate excellent follow-through

Must be punctual, flexible, and able to function well in a fast-paced environment and meet deadlines

Educational Requirements and Qualifications

High school diploma or GED

College level courses in computers, English, or business are helpful. College graduate (Preferred)

Work Environment

Professional services office environment

Work Environment

Professional services office environment

Data Master

Job Description

Department:
Report to
:

Data Services
Letty Lopez, Data Services Supervisor

Position:
Hours:

Full-time
40 hours / week

Position Purpose

The Data Specialist’s primary responsibility is to communicate and coordinate with each assigned client. This entails requesting necessary data for production. The Data Specialist must take information; format, store it, retrieve it, and/or distribute it to the staff, clients, and vendors.

Essential Duties and Responsibilities

  • Corresponds with Client’s Data Entry/ Development Staff via email and phone
  • Drafts file requests to individual contact personnel for necessary data information, which includes accurate fields, dates and necessary criteria for processing
  • Receives confidential client data, etc. via FTP and email. QC record counts, edit, and save in corresponding drive locations
  • Packages, compresses, and uploads data files to vendor FTP sites
  • Drafts and edits specific word doc and Excel instructions to vendors corresponding to the data file transfers
  • Runs monthly results reports for each individual for the Account Strategist
  • Downloads raw import data files and review counts
  • Edits Excel sheet for each Account Strategist with proposal quantities and previous year mailed quantities to present for mail selection
  • Works with Executive Account Strategist’s selections for each individual client
  • Performs final file reviews to make sure that the necessary captured data is correct and ready for distribution to printer/lettershop
  • Maintains and tracks Client’s NCOA files and expiration
  • File maintenance (put mail samples in order)
  • Scans/faxes when necessary 
  • Performs other related duties as assigned 

Skills and Abilities

Relationship Building: Must be friendly, trustworthy, knowledgeable, and professional

Communication Skills: Must demonstrate an advanced ability to read, analyze, and interpret agency documents, and respond effectively to inquiries. Must demonstrate good grammar, punctuation, and proofreading skills. The position requires regular contact both inside and outside the agency

Reasoning Skills: Must demonstrate ability to define problems, collect data, interpret, and understand data and analyses, establish facts, and draw valid conclusions. Must be extremely efficient, organized, process-oriented, resourceful

Computer Skills: Must demonstrate proficiency in the use and knowledge of integrated computer systems and business-related software such as Microsoft Office: Word, Excel, PowerPoint, Outlook, Workfront, and Dynamics and quickly learn, understand, and seamlessly implement the operation of the agency’s e-Tools

Attention to Detail: Must pay close attention to detail and demonstrate excellent follow-through

Must be punctual, flexible, and able to function well in a fast-paced environment and meet deadlines

Educational Requirements and Qualifications

High school diploma or GED

College level courses in computers, English, or business are helpful. College graduate (Preferred)

Work Environment

Professional services office environment

Work Environment

Professional services office environment

Data Coordinator

Job Description

Department:
Report to
:

Data Services
Letty Lopez, Data Services Supervisor

Position:
Hours:

Full-time
40 hours / week

Position Purpose

The Data Specialist’s primary responsibility is to communicate and coordinate with each assigned client. This entails requesting necessary data for production. The Data Specialist must take information; format, store it, retrieve it, and/or distribute it to the staff, clients, and vendors.

Essential Duties and Responsibilities

  • Corresponds with Client’s Data Entry/ Development Staff via email and phone
  • Drafts file requests to individual contact personnel for necessary data information, which includes accurate fields, dates and necessary criteria for processing
  • Receives confidential client data, etc. via FTP and email. QC record counts, edit, and save in corresponding drive locations
  • Packages, compresses, and uploads data files to vendor FTP sites
  • Drafts and edits specific word doc and Excel instructions to vendors corresponding to the data file transfers
  • Runs monthly results reports for each individual for the Account Strategist
  • Downloads raw import data files and review counts
  • Edits Excel sheet for each Account Strategist with proposal quantities and previous year mailed quantities to present for mail selection
  • Works with Executive Account Strategist’s selections for each individual client
  • Performs final file reviews to make sure that the necessary captured data is correct and ready for distribution to printer/lettershop
  • Maintains and tracks Client’s NCOA files and expiration
  • File maintenance (put mail samples in order)
  • Scans/faxes when necessary 
  • Performs other related duties as assigned 

Skills and Abilities

Relationship Building: Must be friendly, trustworthy, knowledgeable, and professional

Communication Skills: Must demonstrate an advanced ability to read, analyze, and interpret agency documents, and respond effectively to inquiries. Must demonstrate good grammar, punctuation, and proofreading skills. The position requires regular contact both inside and outside the agency

Reasoning Skills: Must demonstrate ability to define problems, collect data, interpret, and understand data and analyses, establish facts, and draw valid conclusions. Must be extremely efficient, organized, process-oriented, resourceful

Computer Skills: Must demonstrate proficiency in the use and knowledge of integrated computer systems and business-related software such as Microsoft Office: Word, Excel, PowerPoint, Outlook, Workfront, and Dynamics and quickly learn, understand, and seamlessly implement the operation of the agency’s e-Tools

Attention to Detail: Must pay close attention to detail and demonstrate excellent follow-through

Must be punctual, flexible, and able to function well in a fast-paced environment and meet deadlines

Educational Requirements and Qualifications

High school diploma or GED

College level courses in computers, English, or business are helpful. College graduate (Preferred)

Work Environment

Professional services office environment

Work Environment

Professional services office environment

African children drawing

Connecting those who have with those who need.

In our nation of abundance, we’re fervent believers that the generosity of others can be released by introducing those who have to those who need. When fully funded, nonprofits can accomplish their highest calling and vital work. Because we consider our relationship a life-giving and sacred bond, our belief in possibility knows no bounds.

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More than $700 million dollars. Since BDI began, that’s how much we’ve helped raise for ministries across the country. We can’t even begin to calculate the mouths fed, the shelter provided and the lives transformed.

Yes, BDI knows the heartbeat of Missions. Our far-reaching strategies, seasoned specialists and compelling direct marketing programs maximize the connection between donors and your Mission.

Core Principle #1: Abundance, Not Scarcity

BDI believes that in God’s economy, there is always more than enough to fund His work. So we approach fundraising from a perspective of abundance: that is, there are plenty of generous people to share their wealth with organizations that dedicate themselves to serve others.

Core Principle #2: Opportunity Meets Capacity – for Great Impact

BDI believes in the tremendous impact that occurs when an authentic case for support is met with people’s desire to be part of the redemptive upside of humanity. To make these connections, we actively engage donors where they live and interact, communicate clearly with value-driven language, and make the journey engaging, fun and rewarding.

Core Principle #3: Missionally Aligned – Kingdom Called

BDI believes in working alongside those whose ministries are boldly faith-forward. Sharing this calling to do good work that glorifies Jesus Christ, promotes the Gospel message and demonstrates Christian values provides tremendous synergy between BDI and the partners we serve.

Core Principle #4: Stronger Together

BDI believes that we’re both stronger and more effective by serving together in ministry. Time after time, we’ve seen exponential results because of the collaboration and leveraging of the talents among our collective team.

Core Principle #5: Responsible Stewardship

BDI believes as we labor together, it’s the relationships formed that supercharges our teams – the journey side-by-side, rather than the destination alone.

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Anna Wooton
Phil Stolberg

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