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Description Position at Institutional Advancement Who We Are: The Orthodox Union (OU) is the largest Orthodox Jewish organization in the U.S., founded in 1898. The OU supports a vast network of synagogues, youth programs, advocacy efforts, services for individuals with disabilities, and international initiatives. It also operates the leading kosher certification service, recognized globally by the Ⓤ symbol on numerous kosher food products. 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 Salary & Benefits: The salary range for this position is $60,000- $7 5 ,000 , commensurate with experience. Health, Dental & Vision Insurance: The OU offers health insurance through an Individual Coverage Health Reimbursement Arrangement (ICHRA). Instead of a single group plan, employees have the freedom to choose their own health insurance plan that fits their personal and family needs. The OU contributes a generous monthly amount directly toward your premium, making coverage more flexible, affordable, and tailored to you. Employees enrolled in our health plan also receive an annual BeniComp stipend, a supplemental benefit that reimburses eligible medical, pharmaceutical, dental, and vision expenses. In addition, the OU offers employees group dental and vision insurance through MetLife. Additional Benefits and Perks: • 10 Paid sick days • 10-15 Paid vacation days • Paid Jewish and Federal holidays • Short Fridays to accommodate for Sabbath observance • Free life and disability insurance • Discounted continuing education opportunities • 403(b) retirement plan with a 5% employer match after 3 years (requires a minimum 2% employee contribution)