Congregational Account Manager and CRM Specialist

This position is a combination of Donor Management and Accounts Receivable. Primary responsibilities:

• Act as the primary point of contact for billing inquiries from members, religious school enrollees (and their parents), donors and renters.
• Serve as the primary CRM administrator (ShulCloud), maintaining absolute data integrity for all member financial accounts, pledge records, and profiles.
• Manage Accounts Receivable, ensuring all membership dues, donations, pledges, school tuition, and rental revenues are accurately tracked and collected. Partner with the outsourced accounting team as appropriate.
• Partner with the outsourced accounting team to ensure proper revenue transaction coding, timely monthly closings, and accurate financial reporting.
• Generate CRM system reports, including: revenue projections, aging reports, member status, and tax donor acknowledgement letters.
• Handle sensitive financial conversations—such as payment extensions or dues adjustments— with empathy, professionalism, and confidentiality.
• Create and maintain documented procedures for the congregation's revenue tracking and database operations.
• This is primarily an in-office position, but there is flexibility in the exact hours, subject to a need to overlap with the schedules of the Executive Director and other key players.

Qualifications

• 4+ years’ experience in nonprofit or faith-based fundraising, nonprofit development, accounting or related field
• Strong organizational and project management skills with the ability to manage multiple priorities simultaneously
• Demonstrated CRM wizard-level skills; bonus points for experience with ShulCloud
• Excellent time-management skills and ability to meet deadlines
• Excellent written and oral communication skills
• Attention to detail and strong problem-solving skills
• Ability to identify and document best practices
• Strong spreadsheet skills (Microsoft Excel and/or Google Sheets)
• Basic QuickBooks skills; including the ability to read and understand financial reports. Deeper accounting training and skills are a plus
• Collaborative team player
• Bachelor’s degree or equivalent required
• Candidates need not be Jewish, but must be supportive of Judaism and Jewish culture

Flexible working hours, predominantly on-site

Casual, friendly office