Advancement Database and Operations Manager
San Francisco
Full Time
Posted
2 months ago
ESSENTIAL DUTIES AND RESPONSIBILITIES
Database Management & Gift Processing
- Serves as the Database Manager of Blackbaud Raiser's Edge NXT (RE NXT), ensuring accuracy, integrity and security of all Advancement data.
- Adds new users and maintains security settings and configuration of RE NXT.
- Serves as the point person for the Advancement database for all data and donation-related communications with the Finance, Business, Information Technology, Alumni, and Financial Aid offices.
- Creates and updates policy and procedure documentation for RE NXT database.
- Supports the team with ongoing training and learning opportunities on topics related to this area.
- Manages data imports and integrations with software such as with LiveAlumni, Instrumentl, and Ellucian Colleague on an ongoing basis.
- Processes gifts and pledges in compliance with IRS and CIIS gift reporting requirements, including maintaining comprehensive gift documentation. Tracks pledges and issues pledge reminders when needed.
- Manages acknowledgement and receipting process to donors.
- Updates biographical information in RE NXT (including addresses, business information, associations, addressee, and salutations) received through gift transmittal, direct mail response, checks, and other related sources.
- Prepares custom gift queries, reports & analysis as requested by the Director of Institutional Giving, Director of Major Gifts, Director of Annual Giving and the President's Office.
- Develops and maintains moves management systems to track prospect activity, including all Sri Yantra Heritage Society/Planned Gift donors.
- Manages ResearchPoint database, wealth screening data, and integration with RE NXT.
- Conducts prospect research and creates profiles for the Advancement team and the Office of President as needed.
- Stays up-to-date with changes in the field (i.e., new fundraising software/technology) and assesses current technology needs of the Advancement team.
Fundraising Operations
- Creates and updates policies and procedures for fundraising and general departmental operations.
- Supports with the Advancement department's e-mail and direct mail solicitations and other activities designed to boost giving from alumni and other donors.
- Serves as liaison to all technology vendors, including Blackbaud.
- Works with the Director of Institutional Giving, Director of Major Gifts, and Director of Annual Giving to create data-driven strategies for fundraising campaigns and appeals.
- Provides holistic operational support for CIIS' comprehensive campaign to secure $60M by its 60th birthday in 2028.
- Prepares check requests and tracks expenses in the Development budget.
- Works with Advancement team on events planning; manages and tracks invitations, ticketing and registration for events, and post-event assessment and reporting.
- Coordinates with the Office of Strategic Communications and Relations (OSCR) and Department of Technology (DOT) on donor email communications, updating the Advancement website and managing the Advancement SharePoint page.
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MINIMUM QUALIFICATIONS
- Bachelor's degree and a minimum of 3-5 years' experience, or equivalent combination of education and experience.
- Advanced technical skills and computer literacy, including Microsoft Office applications. Experience with Microsoft Outlook, OneDrive, Teams, and other applications a plus.
- Enjoys working with numbers, strong technical and analytical skills.
- Strong experience and core competency with relational databases; Raiser's Edge preferred.
- Experience with online fundraising and email marketing platforms.
- Experience with prospect research preferred, including experience with Wealth Point or similar wealth screen software.
- Strong communication and interpersonal skills. Comfortable sharing technical information and training team members on use of new technology.
- Excellent organizational skills, including scheduling and managing office procedures.
- Excellent writing, editing, and proofreading skills.
- Ability to work both independently and as part of a team.
- Sound judgment and discretion to maintain donor privacy and confidentiality.
- Enthusiasm for and commitment to CIIS' values, commitments, and mission.
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SALARY RANGE
$75,000Â to $90,000
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TO APPLY
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Location
1453 Mission Street
San Francisco, CA 94103
San Francisco, CA 94103