Senior Director, Philanthropy Operations
39254413-7f6d-4937-bec4-fbf943e1c604:19000101_000001 Senior Director, Philanthropy Operations
Description
JOB DESCRIPTION
Job Title: | Senior Director of Philanthropy Operations |
Department: | Resource Development |
Reports To: | Chief Growth Officer |
Status: | Salaried – Exempt |
JOB SUMMARY: |
The Senior Director of Philanthropy Operations serves as Resource Development’s strategic thought partner on systems, data, moves management fundraising and the donor experience, so the department has the tools and processes to operate as a high-performing fundraising team. This role will establish standard operating procedures as well as recommend optimal configurations of the Salesforce CRM to capture the goals, actions and results of the resource development team’s performance. The Senior Director of Philanthropy Operations optimizes the systems needed for fundraisers to achieve and exceed fundraising targets. The Sr. Director will work closely with the Chief Growth Officer and the resource development department, attending various department meetings and providing on-going fundraising data to track progress. This position will work closely with Resource Development Operations to ensure data integrity, strategic analysis of fundraising data, to maximize and steward donor support year over year. In addition, this position will ensure acknowledgement of donor gifts, reconciliation with accounting departments, and supervision of gift entry assistant.
ESSENTIAL JOB FUNCTIONS AND ACCOUNTABILITIES: |
- Sets direction, coaches and develops the team, and helps build a high performing culture focused on accountability, collaboration and results.
- Translates strategy into action and delivers measurable results.
- Leads by example in professionalism and disciplined data management, modeling the standards and behaviors expected of the team.
- Serves as thought partner on Salesforce administration and design updates, partnering with the Sr. Director, Development Operations on priorities, configuration changes and the RD Salesforce SOP.
- Reviews every system RD has or needs to function as a high-performing team (Salesforce, Classy, Mailchimp, Instrumentl, Double the Donation, VolunteerHub, iWave and others), makes recommendations and plans and leads implementation.
- Designs the acknowledgement structure (receipts, letters, and personal thanks by gift level) and leads its implementation with Development Operations, so every gift is receipted within 5 business days.
- Leads the effective implementation of the stewardship strategy, ensuring consistent execution of the stewardship matrix and calendar.
- Designs the RD scorecards (team, individual fundraiser, and revenue) on agreed revenue definitions.
- Designs the board scorecard for board and regional board giving, fundraising, attendance and introductions.
- Defines the reports and dashboards leadership needs and works with Development Operations to build them.
- Trains RD staff on new systems, processes and scorecards, monitors adoption, and supervises the Development Coordinator.
- Gathers, analyzes and disseminates to fundraising staff: information on major donors and prospects for fundraising purposes.
- Runs iWave reports for donors identified by fundraising staff and attaches them to SF constituent records.
- Demonstrates a mastery of Resource Development operations, particularly in regard to reporting standards, database management and federal privacy regulations, and also in the area of technological advances as they pertain to Development reporting and data needs and functions.
- Attends all monthly development team meetings and attend and participate in meetings and discussions related to donor cultivation and solicitation strategies.
- All other duties as assigned.
EDUCATIONAL QUALIFICATIONS AND SKILLS: |
Education
- Bachelor's degree required
- Advanced degree in nonprofit management, business, public administration, communications, or related field preferred.
Experience & Skills
- A 7+ years of nonprofit development operations, CRM, or fundraising systems leadership, with strong Salesforce experience.
- Knowledge of the principles of fundraising and/or prior experience with fundraising required. Demonstrated experience with Salesforce donor database analytic tools, queries, reports and other advanced database analysis functions.
- Proven experience in effectively communicating with donors, funders, and co-workers in person, in writing, and on the phone.
- Ability to organize information and data and perform detail-oriented work with accuracy/timeliness/completeness.
- Ability to work with multiple staff within the department and throughout the organization.
- Hands-on experience working collaboratively with the Finance Department recommended.
ENVIRONMENT & WORKING CONDITIONS: |
This position follows a hybrid work schedule consisting of two days in the office and three days working remotely. Occasional overtime and evening work. Frequent contact with general public, board members, leadership team, finance, and development departments.
EMPLOYEE CLASSIFICATION: |
Exempt employees are not entitled, under the Fair Labor Standards Act (FLSA), to the protection of the wage and hour laws of the state or the FLSA. Exempt employees must always be paid on a salary basis and not be subject to reduction based on the quality or quantity of work performed.
DISCLAIMER: |
The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, nor to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications and objectives required of employees assigned to this job.