Job Requirements

Education
• Bachelor’s degree or equivalent experience.

Experience
• Minimum three years of general office work within a Development/fundraising operation.
• Minimum three years with relational or other donor database applications like Live Impact, Salesforce, or similar.
• High proficiency in managing development database applications like Live Impact, Salesforce, or similar.
• High proficiency using Microsoft Office programs like Excel, Word, Outlook, Windows.
• 1-3 years supervision, management, and training of others

Knowledge, Skills, and Abilities:
• Excellent interpersonal and relationship-building skills. Must be able to work effectively and collaboratively across departments and with volunteers. High level of integrity, strong work ethic, and excellent customer service skills.
• Excellent organizational, multi-tasking and prioritization skills required. Excellent ability to be highly accurate and have strong attention to detail. Ability to accommodate unexpected work or deadlines with grace.
• Strong problem-solving skills required; Ability to identify and resolve issues proactively. Must be solution-focused and structured in achieving objectives with all as well as able to positively manage, motivate, and organize self and others to complete work.
• Ability to work in a fast-paced environment and successfully maintain grace and professionalism under pressure. Ability to work independently and within teams, strong initiative.
• Ability to exercise appropriate timely judgment, discretion, and decision making at all times. Maintain confidentiality in all aspects of the work environment; ability to explain reasoning and conduct business within agency values and professionalism; Established ability to exercise all business with high integrity and ethics.
• Ability to adapt to changes swiftly and successfully and respond to delays or unexpected events in the work environment; ability to manage competing demands and prioritize tasks; ability to change approach or method as needed.
• Strong customer service mentality, respect and understanding of the Donor Bill of Rights and the organization’s responsibility to donors.
• Superior verbal/written communication skills.
• Proven ability to analyze data points and present to relevant stakeholders.
• Excellent software proficiency: Live Impact, Salesforce, or similar constituent databases; Microsoft Office Suite; Asana and/or other project management tools.
• Must be able to travel between agency sites or other locations as assigned. Valid California driver’s license, dependable transportation with insurance, and a clean driving record.

Essential Functions of the Position

Database Management
• Direct the maintenance and operation of the organization’s constituent database, including managing security, keeping procedures up to date, and making recommendations to improve operational effectiveness.
• Monitor the integrity of all information in the database. Periodically audit data for consistency and accuracy.
• Support portfolio and Moves Management work across the individual giving team and assist with timely reports and data clean up as necessary.
• Create donation and event registration portals and ensure the front-end user experience is seamless.
• Support execution of the transition from Live Impact to Salesforce in 2024-25
Donor Services/Gift Management
ESSENTIAL FUNCTIONS OF THE POSITION
• Coordinate and produce mailings lists and donor lists as needed for newsletters, appeal letters, acquisition mailings, special events, annual reports, digital mailings, and special in-house projects.
• Manage the gift entry and donor acknowledgement processes; supervise (1) Development Associate and (1) Development Data Coordinator on their execution where appropriate; ensure gifts are processed in a timely manner and acknowledgement letters are received in a timely manner.
• Develop and maintain written procedures for Agency practices, protocols and guidelines for development department and ensure other team members are following these guidelines.
• Respond to requests from staff about specific coding requirements of gifts and make sure Finance is aware of any changes.
• Serve as back-up data entry specialist as needed and/or during busy seasons.
Staff Supervision
• Supervise the daily tasks and professional growth of (1) Development Associate, (1) Development Data Coordinator and temporary staff as needed.
• Support workload prioritization and goal management.
• Provide mentorship and encourage professional development.
Other Department, Agency and Administrative Duties include but are not limited to:
• Support, assist and attend general Advancement department and agency events, activities and functions as needed.
• Assist with the maintenance of a safe work environment and report any incidents within 24 hours or immediately
• Work occasional evenings, early mornings, weekends and holidays depending on programmatic needs and events.
• Support Associate Director of Development, Individual Giving and Department Head as needed and assigned.
• Attend any assigned trainings or meetings internal or external- represent Samaritan House positively and professionally.
• Perform other duties as directed.