Hiring: Supporter Relations Associate (39897) Company: RAICES Location: San Antonio, TX Job Posted Time: 2026-09-10 10:56:27 Employment Type: Hybrid Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft Office About the job Experience: •2 years experience in CRM management. Required Skills: •Financial Reconciliation and Management (50%+) •Regular Financial Audits: Performs daily and weekly audits of CRM gift records against bank deposits and statements to ensure 100% data and financial accuracy. •Sensitive Financial Planning: Supports the Digital Systems Senior Manager and Development Director in sensitive financial planning by providing revenue forecasting and data modeling based on reconciled gift trends. •Audit Support: Serves as the primary point of contact for annual financial audits by providing requested reconciliation reports and donor documentation to the Finance Department. •Segregation of Duties: Manages the reconciliation of funds across digital and analog platforms; ensures that reconciliation duties remain separate from the authorization of disbursements or gift processing to maintain internal controls. •PCI and Data Security: Assumes responsibility for ensuring all gift/payment information handling complies with Payment Card Industry (PCI) Data Security Standards and RAICES' data security protocols. •Compliance Responsibility: Ensures all donor and financial records are maintained in strict accordance with the RAICES Confidentiality Policy and Ethics Policy. •CRM Maintenance: Performs general updates to supporter records, including deduplication and accurate contact notes, to maintain the health of the organization's primary financial database. Qualifications: •Must demonstrate behavior that aligns with RAICES’ mission, vision and values – Integrity, Agility, Community, Compassion, and Wellness •Exemplary written and verbal communication skills, with the ability to present information to supporters and staff effectively •Top proficiency in Microsoft Office Suite (specifically Excel), Google Apps, Squarespace, and CRM systems •Effective time management and attention to detail •Highly organized with the ability to work collaboratively and autonomously in an ambiguous, fast-moving environment •Sound judgment and sensitivity to highly confidential information •Highest level of professional and ethical conduct •Demonstrated capacity to work collaboratively and creatively, while inspiring and motivating others to achieve common goals; and Willingness to travel, as needed. •Employees are expected to live within the assigned geographic location to commute to and from the office or assigned on-site location(s) as business or client needs require. •Currently, all interviews are virtual. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!