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Philanthropy Data & Report Specialist

The MetroHealth System
Ohio, United States
Competitive Salary
Closing date
Feb 2, 2022

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Position Type
Fundraising, Other Fundraising, Administrative, Information Systems
Employment Type
Full Time
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The MetroHealth System, Cuyahoga County’s public health system, and its staff of nearly 8,000 provides care at MetroHealth’s four hospitals, four emergency departments and more than 20 health centers and 40 additional sites throughout Cuyahoga County. The health system is home to Cuyahoga County’s most experienced Level I Adult Trauma Center, verified since 1992, and Ohio’s only adult and pediatric trauma and burn center. As an academic medical center, MetroHealth is committed to teaching and research. Each active staff physician holds a faculty appointment at Case Western Reserve University School of Medicine. Our main campus hospital houses a Cleveland Metropolitan School District high school of science and health. The MetroHealth System is committed to creating a healthier community.


Enters, maintains, and audits information in department database. Builds and maintains constituent financial and biographical information and prepares appropriate lists and reports. Maintains donor and appropriate financial files. Assists with day-to-day support activities that enhance the efficiency of the department. Upholds the mission, vision, values, and customer service standards of The MetroHealth System.


1. Contributes to patient safety by supporting the System-wide programs and policies addressing a safe environment for patients and the reporting of safety concerns to the appropriate individuals.
2. Creates, implements, and maintains a data and document management plan for Foundation and system Philanthropy including the development and maintenance of any critical processes and procedures.
3. Assures the accuracy of data in Raiser’s Edge by creating workflows, accountabilities, and performing routine audits.
4. Enters, maintains, and audits information in the department database as well as creates queries, reports, and lists that support philanthropy.
5. Works in partnership with colleagues to develop custom reports, queries, and mailing and invitation sits to support the fundraising enterprise.
6. Responsible for maintaining campaign and other high-level reports for MHF and MHS leadership.
7. Prepares and ensures the accuracy of data and mailing lists for annual fund and employee campaign initiatives.
8. Creates and runs queries to deliver regularly needed reports to support philanthropy, communications, and operations.
9. Implements data enhancement services like wealth screening and performs data import/export and global change projects.

10. Collaborates with Prospect Pipeline and Research specialist and other ensures prospect management activities are accurately recorded in the database.
11. Performs a quality control function on all queries, reports, lists, and other documents before delivering them to the requestor.
12. Updates and maintains the online giving component of the MHF website, including new parts.
13. Creates online registration forms for events and meetings.
14. Demonstrates proficiency in Blackbaud software including Raiders’ Edge NXT and Online Express and assists the Database and Information Manager in troubleshooting and testing after software upgrades.
15. Helps orient and train staff on Raiser’s Edge software.
16. Implements data updates through services like wealth screening and performs data import and export and global change functions.
17. Collaborates with department staff to extract data and prepare reports for various on-going ad hoc projects.
18. Creates, maintains, and updates department donor files.
19. Uses the utmost discretion in handling confidential prospect and donor information.
20. Displays sensitivity to and understanding of various cultural, ethnic, racial, and socioeconomic backgrounds.


Required Qualifications:
Bachelor’s degree or any equivalent combination of education, training, and experience in addition to the experience stated below.
Three years of experience in a non-profit, healthcare, IT, or financial work environment.
Proficient in the use of Microsoft Word, Excel, Access, and/or other databases.
Experience in database management.
Experience working with highly sensitive and confidential materials.
Experience working in a team environment.
Experience working in a fast-paced work environment that requires the completion of multiple tasks simultaneously
Knowledge of accounting or financial principles and practices.
Excellent interpersonal, written, and verbal communication skills.
Self-directed, self-motivated, and detail oriented.
Ability to complete detailed work accurately and on schedule.
Ability to interact effectively with a wide range of cultural, ethnic, racial, and socioeconomic backgrounds. 

Preferred Qualifications:
Experience with Raiser’s Edge and/or Financial Edge.
Experience with Tableau.
Physical Demands:
May need to move around intermittently during the day, including sitting, standing, stooping, bending, and ambulating. May need to remain still for extended periods, including sitting and standing.
Ability to communicate in face-to-face, phone, email, and other communications. Ability to read job related documents.
Ability to use computer.

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