Advancement Operations Specialist

About the role

The Advancement Operations Specialist supports Guild's fundraising and donor engagement efforts by managing donor CRM systems, ensuring data integrity, and conducting prospect research.

Responsibilities

• Serve as the primary administrator for Bloomerang CRM and related Philanthropy systems.
• Manage system integrations and evaluate new technology solutions to improve fundraising results and operations.
• Ensure data integrity through standardized data entry, regular audits, de-duplication, and internal controls.
• Maintain internal controls to safeguard donor information and ensure compliance with organizational policies and applicable regulations.
• Work with the Controller to reconcile gift records and maintain accurate financial reporting.
• Support the annual audit by preparing required schedules, documenting internal controls, and serving as the liaison to Finance.
• Process and record donations; prepare daily gift reports.
• Serve as a primary point of contact for donor inquiries, providing timely, accurate, and donor-centered service.
• Prepare and distribute gift acknowledgements, tax receipts, and welcome packets.
• Administer pledge reminders and recurring gift processes to support timely fulfillment and prevent lapses in payment information.
• Develop and maintain queries, reports, dashboards, and segmentation lists to support fundraising strategy and decision-making.
• Analyze donor data to identify trends, opportunities, and prospective major gift prospects.
• Conduct prospect research and prepare donor profiles to support cultivation and solicitation efforts.
• Support marketing operations, including list management, segmentation, campaign tracking, and performance reporting.
• Plan and execute fundraising and donor stewardship events, including registration, invoicing, payment tracking, secure gift handling, and onsite support.
• Develop and improve workflows, standard operating procedures (SOPs), and training materials.
• Train and support staff to ensure consistent use of systems and processes.
• Aid the Chief Advancement Officer with preparation and management of the annual budget and donor communications calendar.
• Promote an inclusive, diverse, culturally competent, and respectful work environment.
• Support and exhibit Guild values of empowerment, dignity, collaboration, innovation, and perseverance.

Requirements

• Detail oriented, self-directed, and results oriented.
• Skilled in CRM systems, data management, business processes and workflow, data analysis, and prospect research.
• Strong ability to analyze data and produce actionable reports.
• Proven ability to manage multiple projects, prioritize tasks, and meet deadlines.
• Ability to reprioritize in response to changing environments and circumstances.
• Ability to initiate and maintain positive, trusting relationships and work effectively across multiple departments and at all levels of the organization.
• Ability to develop and maintain receptive, open, and approachable lines of communication with clients and staff, and provide a friendly environment for visitors.
• Ability to maintain confidentiality of organization, donor, and other information.
• Ability to use sound judgment and maintain healthy professional boundaries.

Skills

• Detail oriented, self-directed, and results oriented.
• Skilled in CRM systems, data management, business processes and workflow, data analysis, and prospect research.
• Strong ability to analyze data and produce actionable reports.
• Proven ability to manage multiple projects, prioritize tasks, and meet deadlines.
• Ability to reprioritize in response to changing environments and circumstances.
• Ability to initiate and maintain positive, trusting relationships and work effectively across multiple departments and at all levels of the organization.
• Ability to develop and maintain receptive, open, and approachable lines of communication with clients and staff, and provide a friendly environment for visitors.
• Ability to maintain confidentiality of organization, donor, and other information.
• Ability to use sound judgment and maintain healthy professional boundaries.

Benefits

Benefit highlights include medical, dental, and vision coverage; flexible spending, HSA, short and long-term disability; Paid Time Off; paid holidays; wellness hours; 403(b); life insurance; and more. Eligibility requirements and other terms and conditions apply.

Pay

The salary range for this position is between $66,000 - $71,000 annually. The range reflects the minimum and maximum salary for the position. Compensation will depend on the candidate’s professional experience, skills, and relevant education, training, and certifications.

Schedule

Full-time, exempt position.