Advancement Operations Data Manager

Job Summary

The Advancement Operations Data Manager supports the Advancement team primarily to ensure gifts are correctly carried and receipted in database, oversee the good integration of software tools used in processes, provide giving reports on all sectors and provide insights and proposals for improving processes - primarily in the management of data and best tools. They sit on the Advancement Leadership Team and assist the SVP of Advancement with giving trend data and analysis. They also give oversight to Data Services and the best use of our CRM.

Culture and Values

- Share the Good News of Jesus Christ in words and actions with people we serve, communicating hope and dignity.
- Walk alongside fellow WSM staff in Christian community as we journey toward maturity.
- Encourage restoration in the lives of coworkers and guests, recognizing we are each restored by God to become restorers.
- Work in full coordination with other WSM staff at all times to identify, report and respond appropriately to any potential threats to the safety and wellbeing of guests.

Essential Functions

• For the Advancement Team:
  - Provide data support to help Advancement meet the agreed upon 3-, 6-, and 12-month goals according to our strategy and plans, and make recommendations and modifications to data-related operational processes to achieve those goals.
  - Participating in the fiscal year budget process, and providing data in the forecast development process
  - Meeting with outside vendors and third parties virtually or in person that are providing data related services currently or will be providing services in the future. Making recommendations to the SVP of Advancement.
  - Providing oversight on the best use of the CRM and seeing to it that data in and out is kept up to date. Establishing and holding the team to standards of best practices with the CRM. This includes but is not limited to the development of: Consistent constituent coding structures, Clear business data rules, tagging and tracking, Ownership of data governance and privacy, Standardized naming conventions, Reliable integrations between systems, Ongoing cleanup processes, Overseeing the efforts related to constituent data analysis, automations, and data cleaning
  - Ensure that all gifts are entered correctly into the Advancement data base, and assisting in the tabulation and review of giving and giving trends on a monthly and YTD basis and making operational and process suggestions for fine tuning based on trends.
  - Providing operational support for the data side of Events including the resourcing of the Project Managers, interfacing with Event Planners (as appropriate), and logistical support.
  - Assisting with data-related pulls and queries as needed by Marketing for various appeals and multi-channel marketing efforts.
• Other Departments:
  - Interfacing with Donation Processing to assure smooth transfer of data into CRM, and accurate receipting and records.
  - Interfacing with Finance related to correlation of common data.
  - Interfacing with IT; overseeing the licensing, renewal and internal usage of software packages and tools and leading efforts in upgrades to new versions.
• Support and Assist Senior VP of Advancement with:
  - Assimilating data related to the yearly Position Review Process, preparing data reports, and reviewing process improvements.
  - Oversight of Third-Party Software Vendor relationships including contracts, renewals and reviews
  - Oversight of Special Short-Term Projects as assigned by SVP of Advancement
  - In conjunction with Data Services - automate reports and dashboards that Ambassadors can use to monitor giving, moves, relationships and that can also be used to track key Advancement KPI
  - Assist in managing Advancement budget requests and expenses related to data management and tools.
  - Participate in Event Project Meetings from a data flow perspective.
  - Support SVP of Advancement on continuous process improvement, including investigating technology/software, if appropriate

Education and Experience

• Education: Possess a bachelor's degree
• Experience: A minimum of 3 to 5 years of related work experience in a fundraising environment, and experience maintaining a data base and providing operational support. Non-profit experience not required but helpful. Excellent organizational, project and process management skills. Experience working with CRM Database Software and Project Management Software a plus.

Language and Communication skills

Proficiency in Microsoft Suite, Strategic thinker and executor

Reports To

Senior Vice President, Advancement

Supervision

• Data Services

Physical Demands

• Stand, walk, or sit – Continuously
• Use of fine motor skills – Continuously
• Sitting for extended periods of time using computer – Continuously
• Bend, squat, kneel, and reach – Occasionally
• Lift and/or move up to 35 pounds – Occasionally

Christian Life

- As an employee of Water Street Mission you are an important member of a Christian Missionary organization. All staff members are Christian missionaries and are required from time to time to participate in chapel services, outreach ministries, or counseling sessions. Because of the nature of these types of ministries it is an absolute necessity that you possess and maintain a testimony or lifestyle that is above reproach. What you do on your own time may seriously affect your ability to perform these types of ministries, which are an important part of your job.