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About the Role

The Lead Data Services Associate (Level III) 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

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
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
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
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
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
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

Skills

Microsoft Excel
Database systems
Velocity
Donation processing
Wire transactions
Stock gifts
Pledges
ServiceNow

Location

Remote

Work Type

Full-time

Experience Level

Level III
4+ years

Salary/Compensations

$60,000 - $75,000

Benefits

Health, Dental & Vision Insurance (ICHRA)
Annual BeniComp stipend
10 Paid sick days
10-15 Paid vacation days
Paid Jewish and Federal holidays
Short Fridays
Free life and disability insurance
Discounted continuing education opportunities
403(b) retirement plan with a 5% employer match after 3 years

About the Company

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.