Customer Service Liaison-Revenue Specialist

University of North Carolina at Chapel Hill, United States

Updated: 20 days ago
Location: Chapel Hill, NORTH CAROLINA
Job Type: FullTime
Deadline: 16 Apr 2024

Posting Information
Posting Information


Department University Development Office-250100
Career Area Development and Fundraising
Is this an internal only recruitment? No
Posting Open Date 04/03/2024
Application Deadline 04/16/2024
Position Type Permanent Staff (SHRA)
Position Title University Program Associate - Advanced
Salary Grade Equivalent GN09
Working Title Customer Service Liaison-Revenue Specialist
Position Number 20016122
Vacancy ID P018896
Full-time/Part-time Permanent/Time-Limited Full-Time Permanent
If time-limited, estimated duration of appointment
Hours per week 40
Work Schedule
Monday-Friday, 8:00am – 5:00pm
Occasional evenings and weekends
Work Location Chapel Hill, NC
Position Location North Carolina, US
Hiring Range $42,500 - $47,500
Pay Band Information
To learn more about the pay band for this branch and role, please see the Career Banding rates spreadsheet .

Position Summary Information


Be a Tar Heel!
A global higher education leader in innovative teaching, research and public service, the University of North Carolina at Chapel Hill consistently ranks as one of the nation’s top public universities . Known for its beautiful campus, world-class medical care, commitment to the arts and top athletic programs, Carolina is an ideal place to teach, work and learn.
One of the best college towns and best places to live in the United States, Chapel Hill has diverse social, cultural, recreation and professional opportunities that span the campus and community.
University employees can choose from a wide range of professional training opportunities for career growth, skill development and lifelong learning and enjoy exclusive perks for numerous retail, restaurant and performing arts discounts, savings on local child care centers and special rates on select campus events. UNC-Chapel Hill offers full-time employees a comprehensive benefits package , paid leave, and a variety of health, life and retirement plans and additional programs that support a healthy work/life balance.
Primary Purpose of Organizational Unit
University Development’s purpose is to support the mission of the university by raising private resources to enhance financial support for students, faculty, programs, and facilities. University Development provides leadership and centralized services to all development offices throughout the University, serving as a focal point for annual giving, application development and IT support; campaign management; constituent programs; corporate and foundation relations; donor relations; gift planning; gift services; industry relations; marketing/communications; parents giving; principal gifts; prospect management, research and analytics; regional programs; scholarships and student aid; talent management; university events; and volunteer engagement.
Carolina Development is proud of its donor-centered philosophy, pursuing activities that always respect the interests and intentions of the donor as well as the University. The organization’s collaborative nature is a critical component to fulfilling our mission of raising private funds to benefit the university.
Location, Location, Location 
* Want to live in Chapel Hill? If so, we have tons of perks to offer you. Discounts and access to many UNC-CH athletics, Performing Arts, Gym memberships and many more on campus and local community opportunities along with a perks program that provides employees with over 800 local deals. 
* Want to live outside of Chapel Hill but still in the area? You have a choice of smaller communities, cities, or even suburbs in areas like Raleigh and Durham. Both living experiences offer a multitude of advantages designed to fit your needs and still enjoy the perks offered by UNC-CH. 
Tuition & Fee Waiver Program: Check out our Tuition & Fee Waivers Programs – https://hr.unc.edu/benefits/educational-assistance/tuition-waivers/ 
Benefits: Explore the benefits of working at UNC-CH – https://hr.unc.edu/benefits/ 
We welcome applicants from all backgrounds and transferable skills!
Position Summary
This position may be eligible for a hybrid work arrangement that may include a partially remote work location, consistent with System Office policy. UNC Chapel Hill employees are generally required to reside within a reasonable commuting distance of their assigned duty station. 
 
Gift Services is responsible for depositing, recording, receipting, and acknowledging gifts of various types, including cash, credit card transactions, bank drafts, payroll deductions, publicly traded and closely held stocks, gifts-in-kind, pledges, and matching gifts according to CASE guidelines and Internal Revenue Service regulations and requirements. 
 
The Customer Service Liaison-Revenue Specialist will be responsible for three key areas in Gift Services: 
 
One, this person will be the primary liaison to the Medical Foundation, including Lineberger Comprehensive Cancer 
Center and UNC Children’s. In this role, this position will carefully review revenue submitted by the Medical Foundation to ensure the Medical Foundation’s gift processor has handled the gift according to departmental, university and CASE standards and guidelines. This position will be expected to understand the business needs of the Medical Foundation; recognize top donors and apprise development officers of issues related to these donors; work with Medical Foundation accounting/revenue staff to handle revenue transactions and assist with marketing/communications, events and stewardship, particularly as issues arise in the view of revenue batches. This position will be expected to provide the utmost in customer service in the receiving, reviewing and processing of revenue including cash, checks, gifts-in-kind, and event registrations and will oversee any credit card or other transactions that may benefit the Medical Foundation or any of its departments or units. 
 
Two, this position will be responsible for overseeing and managing recurring gift transactions via bank draft and payroll deduction. This includes working with Payroll Services as well as an outside vendor to add, adjust and monitor monthly recurring gifts, reconcile the gift system with the regularly scheduled deposits, and work with Gift Services and campus development staff on gift or donor issues. This position must be highly proactive and responsive in the management of this program in order to maintain continued donor giving. The ability to work independently and manage time wisely is essential. 
 
Three, it is estimated that hundreds of thousands of dollars is left on the table by non-profits that do not proactively follow up with donors who give to their organization but do not utilize their company’s’ matching gift programs. This position will assist in building and managing Carolina’s proactive matching gift program in order to bring more matching gift dollars into the University. This position will work with the assistant director and the matching gift coordinator who, together, will coordinate an effort to notify donors that work for a company with a matching gift program and provide information that will aid the donor in obtaining the match. Additionally, this position will assist in processing matching gift claims that come in paper format to Carolina, researching the donor’s gift and verifying that information for the company. This may also entail providing the company with documentation of the donor’s gift and/or verification of the University’s tax-exempt status. Work will be done independently as well as with the team as appropriate. 
 
A thorough understanding of CASE reporting standards and Internal Revenue Service rules related to charitable and noncharitable contributions is required ensuring that revenue is processed, recorded and receipted properly.
Minimum Education and Experience Requirements
Bachelor’s degree; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
Required Qualifications, Competencies, and Experience
Candidates for this position should be well organized, be able to manage multiple priorities simultaneously, and be a team player. Additionally, candidates should be proficient in Microsoft Office, specifically Excel, be able to work independently, and have proven customer service experience.
Preferred Qualifications, Competencies, and Experience
Experience at a higher education institution and/or prior experience in a fundraising setting is preferred.
Required Licenses/Certifications
Special Physical/Mental Requirements
Campus Security Authority Responsibilities
Not Applicable.
Position/Schedule Requirements Evening work occasionally, Weekend work occasionally
Special Instructions
Quick Link https://unc.peopleadmin.com/postings/277711

Contact Information


Office of Human Resources Contact Information
If you experience any problems accessing the system or have questions about the application process, please contact the Office of Human Resources at (919) 843-2300 or send an email to [email protected]
Please note: The Office of Human Resources will not be able to provide specific updates regarding position or application status.
Equal Opportunity Employer Statement
The University of North Carolina at Chapel Hill is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender, gender expression, gender identity, genetic information, race, national origin, religion, sex, sexual orientation, or status as a protected veteran.

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