Fundraising Operations Sr.
United Way of Central Indiana works to bring the resources of
philanthropy, government, corporations, the social sector, and
neighborhoods together to confront generational poverty head on and
ensure a better future for our neighbors in need.
This is an ambitious time to join United Way as we embark on a
five-year strategic plan to reduce the number of households
experiencing poverty and financial instability. To make a
significant impact in our region, United Way is looking for
dedicated, confident, and compassionate team members who live our
shared values of inclusivity, courage, accountability, respect and
United Way of Central Indiana recognizes that the key to success
is a strong and cohesive team that works through shared values to
achieve our mission. The Fundraising Operations Senior Manager
Associate will help advance the mission of UWCI by focusing on
creating, maintaining, and optimizing Operations that support,
guide and enable the fundraising and engagement team to thrive and
have the strongest opportunity for success. The role is responsible
for leading the Fundraising Project Specialist. This role is also
responsible for providing processing, operations, and project
support to the internal team members responsible for UWCI's
fundraising and engagement activities as a part of the Eli Lilly
and Company United Way giving effort (Lilly Gives).
Position Duties & Responsibilities
The following statements are intended to describe the
general nature and level of work being performed. They are
not intended to be construed as an exhaustive list of all
responsibilities, duties and skills required of personnel so
- Fundraising & Engagement
Operations: Develop and deploy processes and
procedures with the team to increase productivity, efficiency, and
effectiveness. Create and manage annual fundraising activity and
operations calendar as well as financial goal setting templates.
Oversee overall utilization of Fundraising operations team members
and tools including internal Fundraising department site. Work
closely with the Fundraising Administration Senior Manager to
ensure that tactics and tools used to implement processes to
support overall fundraising and engagement efforts are
optimal.Assist with day of logistics for Lilly Associate events and
- Data Integrity and Management: Work
with SII todevelop and manage processes and efforts to assure
alignment with high and current data standards. Work closely with
finance to enter and track pledges and payments and assist with
processing pledges from the Lilly Gives effort. Work with
Fundraising Administration Senior Manager and Associate team to
ensure necessary reports (charts, graphs and spreadsheets) from
data in both Cybergrants and SCRM systems are accurate, and that
donor data is being shared appropriately internally. Analyze data
and communicate findings regularly to the team.
- Leadership: Provide effective
onboarding, supervision, and clear direction for Fundraising
Project Specialist. Identify and monitor progress
toward clear individual and team goals while providing
guidance and professional development opportunities to team members
and promoting individual thinking and innovation. Maintain regular
1:1 and team updates with team members. Provide high-level updates
to senior level leadership.
Relationships: Responsible for the creation and
maintenance of interdepartmental relationships that are mutually
beneficial and create efficiency and effectiveness for the
department. Key operational departmental relationships include:
- IT - SCRM needs, dashboards, efficiencies in processes,
representation during changes to the system, etc.; Power BI and
other Business process efficiencies.
- Marketing - assist the Workplace Fundraising Director with the
evaluation, ordering and timing of campaign marketing
- Finance – monitor pledge processing, reporting of payments,
suspense payments, etc for consistencies in process(es) for such
interactions, providing suggestions and feedback to further
- SII – support data integrity and management efforts and
implementation of accountability measures for database
- Customer service: act as main point of contact
for Lilly Retiree Donation phone line; answer retiree phone line
calls promptly, provide information, capture pledges or route calls
appropriately; generally, troubleshoot and field requests from
donors and team members. This role will also provide support to
external partners including but not limited to the Lilly United Way
- Connecting Hearts at Home (CHH) Program support &
Grant Administration: Coordinate between Lilly and UWCI
finance team to process grants from Lilly and ensure all grants are
disbursed with enough time to be used effectively (no later than
early August); facilitate two checkpoints throughout the year with
- Annual Goals: Achieve established goals.
Work with the Vice President of Workplace Fundraising to ensure
goals reflect, align and contribute to the broader goals of the
- Flexibility: As with any successful
organization, UWCI is evolving with our changing external
environment. Flexibility is a key attribute for this
position. A willingness to take on additional duties to
ensure the success of the team is essential. Performs special
assignments and other work, on an as-needed basis. This role
requires routine travel up to 25% of the time.
To perform this job successfully, an individual must be able to
perform each essential job function satisfactorily. The
requirements listed are representative of the basic knowledge,
skills, and/or abilities required. Reasonable accommodations
may be made to enable individuals with disabilities to perform the
essential functions. The individual in this role must display
the highest level of integrity and confidentiality. United Way also
values innovative thinking, and a successful candidate will be a
self-starter who can work within the team to achieve goals and
objectives. The individual should have effective
communication skills, attention to detail and organization,
flexibility, adaptability and the ability to multi-task and be
open-minded in a fast-paced environment. The individual will also
maintain knowledge of trends in his/her area of responsibility and
reviews literature to understand key issues.
This individual routinely navigates Salesforce CRM
database, reads, interprets, and analyzes financial reports,
general business periodicals, professional journals, technical
procedures, and/or governmental / legal regulations. Sometimes
presents information and responds to questions from groups of
managers (may include Top Management), clients, customers, and the
general public. Routinely writes complex detailed reports and
This individual routinely analyzes and defines problems,
establishes facts, and draws valid conclusions. Able to deal
with nonverbal symbolism (formulas, scientific equations, graphs,
etc.). Able to interpret an extensive variety of technical
instructions/information in mathematical or diagram form and deals
with several abstract and non-concrete variables.
This individual makes decisions daily on use of resources,
performance, and budgets and in support of the organization's
strategic direction. Decisions could require additional expenditure
of resources if not sound decisions. Decisions tend to be short
term (one year to three years) and usually moderate to high
Education and/or Experience
Bachelor's Degree required. One to two years of
administrative support-related and operations experience required.
Thorough knowledge of all aspects of non-profit organizations
preferred. SCRM Power User Certification preferred. Salesforce
Licensing for CRM preferred. Must be proficient with Microsoft
Word, Excel and Outlook. Salesforce certification preferred. Two
years of proven successful project management preferred.
Must have excellent written and verbal communication skills, a
strong reputation for integrity and professionalism, strong
critical thinking capabilities including the willingness and
ability to ensure accountability, ability to build strong
relationship both inside and outside UWCI, ability to think
strategically, ability to foster an inclusive environment
consistent with UWCI's commitment to diversity and inclusion.
Must have the ability to prepare, explain, and monitor performance,
manage projects and workload, and engage constructively with the
other members of the UWCI team.
*Work experience may substitute for education
requirements on a case-by-case basis.
Vice President of Workplace Fundraising and Volunteer
Fundraising Project Specialist
Mid 60's to Low 70's
Complete Benefits Package Available
This position description does not constitute a contract of
employment or a guarantee of any terms or conditions of
employment. UWCI employees are employed on an at-will basis.
In addition, nothing in this position description restricts UWCI's
right to assign or reassign duties and responsibilities to this
position at any time.
For more information, or to apply now, you must go to the website
below. Please DO NOT email your resume to us as we only accept
applications through our website.