À propos de ce poste Manager, Donor Data and Operations chez Supportkind
Position Summary
KIND is seeking a Manager, Donor Data and Operations, to serve as the primary administrator and departmental subject matter expert for Salesforce and related systems. Reporting to the Director of Development Operations, this position is responsible for the integrity, effectiveness, and day-to-day management of Salesforce, donor data, gift administration, reporting, system documentation, user training, and finance reconciliation processes.
Working in close partnership with the Director of Development Operations, the Manager identifies opportunities to enhance Salesforce functionality, improve business processes, strengthen data quality, and optimize reporting capabilities. The Manager develops recommendations, supports roadmap planning, and leads the implementation of approved system enhancements while supporting the broader departmental strategy and priorities.
This role collaborates closely with the Manager, Prospect Research and Portfolio Optimization and other stakeholders to ensure Salesforce effectively supports fundraising strategy, prospect management, portfolio optimization, donor stewardship, and organizational growth. The role will also support ongoing efforts to expand and strengthen the use of Salesforce across fundraising functions, including enhancing grant management, institutional giving workflows, and grant-related reporting.
Essential Functions
Salesforce Administration and System Enhancement
- Serves as the primary Salesforce administrator and departmental subject matter expert for Salesforce and related fundraising systems.
- Manages day-to-day Salesforce administration, including user support, security, reporting, dashboards, data management, system configuration, and troubleshooting.
- Identifies opportunities to improve system functionality, business processes, automation, reporting capabilities, and overall user experience.
- Develops recommendations and business cases for Salesforce enhancements and process improvements for consideration by the Director of Development Operations.
- Partners with the Director of Development Operations in the evaluation and refinement of Salesforce roadmap priorities and system improvement initiatives.
- Collaborates closely with the Manager, Prospect Research and Portfolio Optimization to identify opportunities for Salesforce enhancements that strengthen prospect management, portfolio strategy, fundraising analytics, and reporting.
- Gathers business requirements from stakeholders and translate operational needs into system recommendations and solutions.
- Supports efforts to further integrate grant management processes within Salesforce to improve visibility, reporting, collaboration, workflow management, and data consistency across individual, corporate, foundation, and government funding activities.
- Leads the implementation, testing, documentation, training, and adoption of approved Salesforce enhancements and related projects.
- Coordinates with internal stakeholders, technology partners, vendors, and consultants to execute approved system initiatives.
- Monitors system performance, user adoption, and utilization metrics and recommend ongoing improvements.
- Leads efforts to ensure the accuracy, consistency, completeness, and reliability of donor, prospect, and fundraising data.
- Establishes and maintains data entry standards, quality assurance processes, and routine audit procedures.
- Identifies and resolves data quality issues and implement corrective actions as needed.
- Develops and maintains documentation supporting data governance standards and operational procedures.
- Monitors key data integrity metrics and provide recommendations for continuous improvement.
- Oversees and execute gift processing activities, ensuring efficiency, accuracy, timeliness, and compliance with organizational policies and industry standards.
- Maintains accurate records for gifts, pledges, matching gifts, in-kind contributions, and other philanthropic transactions.
- Serves as the primary Development Operations liaison for gift administration and revenue reconciliation with Finance.
- Facilitates monthly and annual reconciliation processes between Development and Finance to ensure accuracy of donor records, gift revenue, pledges, grants, and audit reporting.
- Establishes and maintain controls, procedures, and documentation supporting reconciliation and audit readiness.
- Develops, maintains, and distributes fundraising and grant reports, dashboards, and operational analyses that support decision-making and performance monitoring.
- Ensures the accuracy and reliability of fundraising and donor-related reporting.
- Responds to reporting requests from Development leadership and stakeholders.
- Supports fundraising campaigns, stewardship activities, and operational initiatives through effective data management and reporting.
- Develops, maintains, and regularly updates standard operating procedures, workflow documentation, user guides, and training resources.
- Delivers onboarding and ongoing Salesforce training for Development staff.
- Supports adoption of new system functionality and business processes through training, communication, and change management activities.
- Identifis opportunities to strengthen user knowledge, system utilization, and compliance with established procedures.
- Ensures documentation reflects approved Development Operations policies, standards, and best practices.
Data Integrity and Governance
Gift Administration and Financial Reconciliation
Reporting and Operational Support
Training and Process Documentation
Qualifications and Requirements
- Bachelor's degree or equivalent combination of education and experience.
- Minimum of 5 years of experience in Salesforce administration, nonprofit CRM management, or Development Operations.
- Demonstrated experience managing donor databases, gift processing, data governance, and financial reconciliation.
- Experience configuring Salesforce, creating reports and dashboards, and supporting end users.
- Strong analytical, organizational, and project management skills.
- Ability to manage multiple priorities while maintaining exceptional attention to detail.
- Experience collaborating across Development, Finance, Technology, and other organizational stakeholders.
- Salesforce Administrator Certification.
- Experience with Salesforce NPSP or Salesforce Nonprofit Cloud.
- Experience leading CRM enhancement projects and system implementations.
- Experience managing external vendors and consultants.
- Knowledge of fundraising operations, prospect development, and portfolio management practices.
- English: Fluent
Preferred
Language Requirement: