This job has expired

Director of Fundraising Data & Operations

Employer
National Trust for Historic Preservation
Location
District of Columbia, United States
Salary
$115,000.00 - $132,000.00
Closing date
Nov 23, 2021

View more

Position Type
Fundraising, Fundraising Administration, Prospect Research, Administrative, Information Systems
Fields
Advocacy, Arts, Museum
Employment Type
Full Time
You need to sign in or create an account to save a job.

JOB SUMMARY  

This position is responsible for charting the next phase of growth for the Development team’s data and operation functions. Over the past year, the National Trust onboarded a new CRM/eCRM (Revolution Online). The Senior Director will play a critical role in ensuring the Development Team and the entire organization maximize the full functionality of the CRM and eCRM. We are looking for someone who is innovative and passionate about the ways in which data can increase revenue and efficiency and is an excellent communicator and motivating leader.

The Senior Director plays a key role in increasing major and annual giving by overseeing teams responsible for identifying and researching prospects for major gifts, analyzing opportunities for increased revenue performance, using data visualization to track and report progress, and creating an infrastructure for the CRM and eCRM including pipeline development. He/she/they is responsible for ensuring that all teams are equipped with the information necessary to drive the greatest financial yield possible from the CRM and eCRM. This position advances the business intelligence of the organization by ensuring that actionable and influential research is provided on donors and prospects, while also reporting and offering analytics that capture activities and outcomes directed at prospects, members and donors at all levels across the organization. In this role, the Senior Director will maintain the highest standards of data integrity, enforce best practices, ensure data hygiene and assess, outline, and maintain standard operating procedures (SOPs) through a comprehensive data governance plan. This position provides benchmarks and insights to the National Trust’s leadership, keeps the organization current with best practices, and achieves high levels of accuracy and productivity.

DUTIES

  • Leads all aspects of the Data and Operations Department, including decisions regarding strategic direction, hiring/firing, staffing, budgeting, professional development, performance management, team management and cross-departmental and cross-divisional relationships. The department includes teams focused on donor prospect research, database administration, and donor business management.
  • Oversees strategic direction of all aspects of prospect research, data management and operations in alignment with the Trust’s funding priorities, with a focus on internal client service, maximizing operational effectiveness, and high data quality. Ensures data management processes and policies are well documented and understood by staff. Evaluates, adjusts, and maintains protocols that ensure a smoothly functioning Development function.  .
  • Plans, organizes, and directs strategies to address long-range and short-term systems and data analytic needs to support National Trust goals and objectives and fulfill fundraising and constituent relationship goals.
  • Collaborates in the preparation of strategic plans, including systems and analytic framework that supports National Trust strategy.
  • Manages initiatives that impact business outcomes through business intelligence, data warehousing, reporting and analytics solutions.
  • Ensures continued training on and ongoing maintenance of the CRM/eCRM software system for all users, including the major giving, annual giving, and other teams. Leads technical system design, configuration, and updates to the fundraising, membership, and donor database.
  • Directs philanthropic research efforts to build and maintain a robust pool of donors, prospects, and trustee candidates in order to support frontline fundraising activities.
  • Enables data-driven decision making by evaluating and implementing a data governance plan with the approval of the Chief Development Officer.
  • Oversees querying/reporting and conduct analytics, such as datamining and modeling, to facilitate greater engagement with a broader and more culturally diverse donor and prospect pool.
  • Proactively exercises independent judgment to determine how best to utilize the database to provide accurate information for the formation and execution of Development strategies.
  • Develops and streamlines business processes, makes recommendations to optimize resources. Develops and implements short and long-range plans to sustain and improve fundraising system infrastructure. Works with software vendors and IT department on maintenance and upgrades. Participates in program and campaign readiness assessments.
  • Leads and directs day-to-day administration, auditing, and support of databases and database activities, ensuring the accuracy of information input into the database, as well as the timely and accurate creation and modification of database reports in response to requests.
  • Identifies and resolves problems in a timely manner. Defines user requirements on an ongoing basis and perform appropriate system analysis to determine effective solutions.
  • Provides regular reporting for line-managers, senior management, and executive staff. Proactively recommends and produces analyses of trends in pledge and gift data.
  • Reconciles gift and pledge amounts in the database with figures from the Accounting department’s reports.
  • Proactively provides technical advice and advanced targeted training to managers and staff regarding the CRM System and industry technologies that keep them current with the latest advancements.
  • Monitors and improves accuracy and integrity of data by establishing and executing a data audit and append schedule. Identifies areas within fundraising infrastructure where data cleaning and normalization are needed.
  • Safeguards the confidentiality of constituent records, adhering to the Donor’s Bill of Rights and the Association of Professional Researchers for Advancement (APRA) Code of Ethics.
  • Serves as a technical resource and partners with senior leadership and peer management to ensure proper planning to address data delivery and reporting requests.
  • Develops and maintains reports and analytical tools for fundraising performance indicator tracking and strategic decision-making.
  • Provides support to the Chief Development Officer in developing annual revenue targets, multi-year forecasts and budgets.

QUALIFICATIONS

  • At least 15 years of overall experience, including experience in fundraising operations, donor database, analytics management.
  • At least 8 years of experience with budgeting, supervising professionals, and leading teams to generate high quality results.
  • At least 8 years of experience managing large, cross-functional projects and teams.
  • Experience with major fundraising database systems such as Revolution Online (ROI) or Raiser’s Edge (ROI experience preferred). Experience implementing results of electronic donor screening and segmenting initiatives.
  • Familiarity with relational databases and ability to design reports from databases, including but not limited to Crystal, SQL and data visualization tools.
  • Advanced analytical and problem-solving skills, including issue identification and prioritization.
  • Ability to develop and execute short- and long-term plans, including the establishment of goals and outcome measures.
  • Dependability essential, with a strong sense of urgency and results-orientation.
  • Advanced project management, team management, and client management skills.
  • Experience supervising professional staff as both direct and indirect reports, as well as successfully managing key internal and external stakeholders and relationships.
  • Proven ability to collaborate across divisions to implement processes and achieve results.
  • Track record of building and maintaining productive relationships with multiple stakeholders.
  • Ability to prioritize, multi-task efficiently and respond to a high volume of ongoing requests in a timely fashion.
  • Proven ability to continually develop skills related to use of rapidly changing technology and communications best practices.
  • Excellent verbal and written communication skills with the ability to communicate plans and outcomes at all levels of the organization. Ability to communicate with staff at remote locations essential.
  • Entrepreneurial spirit and skill set essential.
  • Effective presentation skills, with ability to lead internal focus groups.
  • Knowledge of current trends in fundraising (including benchmarking and metrics).
  • Ability to adapt and be flexible in a dynamic work environment.
  • Demonstrated success in collaborating with and engaging culturally diverse colleagues and partners.
  • Strong knowledge of IRS regulations regarding charitable donations.
  • Ability to achieve results with minimal supervision.
  • Advanced knowledge of Microsoft Word and Excel required in addition to the database and systems experience listed above.
  • Regular and reliable attendance.
PAY & BENEFITS   This is a full-time, exempt level position, eligible for full benefits, including health, dental and life insurance, retirement benefits, and 3+ weeks of vacation, plus sick time and holidays.   Due to the COVID-19 pandemic, this and most other National Trust positions at our DC headquarters will continue to work remotely for the foreseeable future (currently projected through December 2021).    The National Trust has recently implemented a policy requiring all staff to show proof of vaccination by October 31 or by hire date for new employees (with limited exceptions for religious or medical reasons, subject to conditions such as weekly testing).    Hiring Range:  $115,000 - $132,00 per year
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert