Advancement Services and Database Manager
Saint Mary's Hall · San Antonio, TX · 3 wk ago
On-siteInformation TechnologyFull-time
Responsibilities
- Oversee the Raiser’s Edge NXT database as the system of record for all advancement data, ensuring accuracy, consistency, and completeness across all records.
- Maintain alignment between Raiser’s Edge and Veracross, ensuring effective data integration and synchronization.
- Establish and enforce best practices for constituent record management, gift coding, and data integrity.
- Oversee and support all gift processing activities, including gift entry, pledges (short and long term), acknowledgments, and stewardship data.
- Ensure compliance with IRS regulations and CASE Management and Reporting Standards.
- Lead and support the development and periodic review of policies related to gift acceptance, gift/campaign counting, donor recognition, and naming to ensure alignment with institutional and industry standards.
- Partner with the Development team to manage gift acknowledgment and pledge reminder processes for all major, annual, and campaign gifts.
- Ensure accurate recording of donor activity, contributions, and stewardship actions across all programs, and ensure consistency in donor recognition and engagement tracking.
- Support annual stewardship for endowed funds, term funds, and named facilities.
- Lead a structured moves management system to support donor identification, cultivation, solicitation, and stewardship.
- Maintain and track prospect data, including actions, proposals, and engagement activity within the database.
- Cook up and facilitate pipeline, portfolio, and prospect strategy meetings.
- Prepare and equip solicitors for donor cultivation, solicitation, and stewardship visits through accurate data, reporting, and meeting materials.
- Support prospect managers and help maintain accountability to established performance metrics and portfolio activity.
- Manage proposal tracking, including ask amounts, timelines, and expected outcomes.
- Develop and maintain reporting and dashboards to support Advancement leadership, including campaign and pipeline tracking.
- Analyze giving data and donor trends to inform strategy and decisionmaking.
- Ensure all reports shared internally and externally are accurate, validated, and aligned across systems, and proactively address discrepancies prior to distribution.
- Support Board, leadership, team, and benchmark reporting (e.g., DASL).
Qualifications
- Bachelor’s degree (required).
- Blackbaud Certified in Raiser’s Edge (bCRE) Professional Level or the demonstrated track record and aptitude to obtain a bCREPro level certification (preferred).
- Proficiency in technology and advancement databases, with expertise in Blackbaud Raiser’s Edge NXT (required), Omatic (preferred), Almabase, and Veracross, including the ability to manage and maintain data integration across systems.
- Demonstrated experience managing a development database as a system of record, ensuring data accuracy, integrity, and consistency.
- Highly proactive and organized with the ability to independently manage workflows, prioritize competing demands, and identify and resolve issues.
- Meticulous attention to detail, strong organizational skills and the ability to develop, implement, and create processes, systems, and operational workflows.
- Proficiency in Microsoft Word, Excel, and PowerPoint, with strong capability in Excel for data analysis, reporting, and dashboard support.
- Experience with advancement at the independent school level, including gift processing, stewardship, and moves management, or comparable experience (preferred).
- A studentcentered, collaborative, and transparent team member who is accessible to volunteers, students, parents, colleagues, and other professionals and is adept at building relationships.
- A professional with high expectations of themselves and the ability to inspire and motivate others.
- A genuine care for people and a desire to serve through a high level of hospitality.
- Exceptional written and verbal communication skills.
- Unquestioned integrity and an impeccable reputation, where commitments are honored, and people are approached in a straightforward and personal way.
- An entrepreneurial, motivated, and hardworking professional with a strong commitment to excellence.
- A leadership style marked by initiative, followthrough, and a willingness to innovate and set an example for others.
- Welldeveloped interpersonal skills to work effectively across departments and with a wide range of constituents in a collaborative team environment.
- An ability to think systematically and be detailoriented while analyzing data and remaining focused on the big picture and the School’s mission.
- A wellorganized, resultsoriented mindset with a strong sense of urgency.