Research Services Manager

3 months ago

Alpharetta, United States National Christian Foundation Full time
Job DescriptionJob Description

Headquartered in Alpharetta, Georgia, National Christian Foundation (NCF) is a 501(c)(3) charitable grantmaking ministry that provides creative giving solutions and inspires biblical generosity among Christian families, advisors, and charities. NCF has received more than $26 billion in contributions and made more than $18 billion in giver-recommended grants to 90,000 charities. NCF is an industry leader in accepting gifts of appreciated assets such as stocks, real estate, and business interests, which enable givers to save taxes and maximize charitable gifts. We combine a faith-based approach and like-minded local presence with the support and expertise of a trusted national organization. Learn more at www.ncfgiving.com.

Position Overview

The Research Services Manager is responsible for overseeing the daily activities of the Grant Research Services functional area. Responsibilities include, but are not limited to, stewarding the daily production process; resolving service issues; ensuring legal compliance; managing service level agreements, key performance indicators and team investment, development, and training; and ongoing system improvement. In addition, the Research Services Manager is responsible for overseeing the execution of policy and managing processes and procedures related to the Research Services team. Because of this leadership position, we can fulfill our charitable purpose as a grant making organization by mobilizing resources in a timely manner and providing excellent customer experience.

This position is hybrid based out of the office in Alpharetta, GA.

Reports to: Senior VP of Donor Services

Management/Supervision: Charity Research Specialist I, II & III, Lead Charity Research Specialist, and Related Seasonal Temps

Duties and Responsibilities

  • Demonstrates service and success in team leadership, including team selection, performance evaluation, training and coaching
  • Ensures that internal and external Service Level Agreements are met and expectations are managed with strong communication
  • Provides oversight and guidance of Charity Research Specialists
  • Engineers and implements ongoing system and process improvements
  • Develops strong relationships and delivers superior customer service
  • Respond to and resolve Service Issues and Questions
  • Other Duties and Responsibilities
    • Supports and promote NCF's mission, vision, values and goals
    • Leads the Grant Review Group review process and documents results
    • Executes the Grant Policy and Guidelines
    • Assists in testing system functionality during upgrades and implementations
    • Seeks opportunities to improve processes and systems to make Research processing more efficient and improve the customer experience including the growth of electronic distributions
    • Leads team meetings to report departmental information and to work with other team members to solve problems
    • Works closely with Legal team to ensure compliance with IRS and legal requirements
    • Develops and maintains strong relationships with local office staff and financial advisors
    • Collaborates with other departments on internal and external training and process development
    • Maintains reporting of various types of research activity and key metrics


Christ Centered

  • Profession that Jesus Christ is Lord and Savior
  • Lifestyle that is consistent with the teachings of Jesus and the Bible
  • Agreement and support of NCF's Statement of Faith
  • Demonstrates the values of faithfulness, love, and service

Education

  • A Bachelor's degree in Accounting, Finance, Business Management or other related field is required; related experience in lieu of a degree may be considered

Experience

  • A minimum of five years of related experience in managing a team in a financial services environment is required
  • A minimum of five years of experience in a customer service-oriented environment
  • Previous experience in non-profit or charitable environments
  • Experience in high transaction volume environments

Knowledge Base

  • Working knowledge of IRS non-profit guidelines and filings
  • Working knowledge of charitable, non-profit, foundation, and/or donor advised funds matters.
  • Proven ability to successfully lead and develop a high performing, finance team
  • Experience with ERP and CRM systems (SalesForce and iPhi a plus)
  • Computer skills: Microsoft Office applications

Competencies

  • Knowledge of basic accounting principles
  • Able to lead and motivate others
  • Able to write reports and business correspondence
  • Proven aptitude for "real time" problem diagnosis and solving
  • Excellent written and verbal communication skills
  • High degree of initiative and independent judgment
  • Proven aptitude for "real time" problem diagnosis and solving
  • Able to perform duties independently with minimal supervision
  • Excellent organizational and time management skills
  • Maintains sensitive and confidential information as well as business, donor and affiliate confidential matters
  • Strong attention to detail, perform duties with high level of accuracy
  • Being ethical, tactful, and courteous in dealing with all employees and vendors
  • Ability to communicate effectively with vendors and fellow employees at all levels
  • Positive attitude
  • Builds maturing relationships within team and organization wide
  • Meet Customer Requirements; Anticipate Customer Needs
  • Advocates Ideas and displays Organizational Influence
  • Inspires Trust
  • Listens with Respect; Listens for Understanding
  • Financial Acumen - Uses Financial Data
  • Collaborates with Others; Promotes Collaboration Amongst Others; Fosters a Collaborative Environment
  • Avoids Contributing to Conflict; Manages Conflict; Anticipates and Leverages Conflict

If you are interested in serving at NCF, please go to www.ncfgiving.com and apply online.

Applicants should be sure to read more about NCF's vision, mission, and beliefs

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