Serves as the data management expert for Tidewell Foundation, Inc. and point person for queries, reports, actions, list management for mailings and major events, and import and export of data. Plays a lead role in the management and implementation of the donor and prospect databases and research point.
Primary Tasks, Duties and Responsibilities:
- Promotes and practices the mission, values, policies and procedures of Tidewell Foundation, Inc.
- Maintain the overall database integrity and quality, including routine data improvement, data auditing, security and code value management, system checks, and database functions.
- Manages discussions and decisions made regarding records, reports and analysis using CRM.
- Provide supervision and support to FTE.
- Oversee and assist with gift processing, coding, and batch entry; approve adjustments.
- Ensure donor acknowledgements are sent in a timely, accurate and consistent manner.
- Identify, mine, and analyze donors and prospects for fundraising and outreach initiatives.
- Review monthly reports for accurate reconciliation with Empath Health Finance Department.
- Provides data, statistics, and background material necessary for internal/external reports, proposals, and budgets.
- Provide ongoing training, support and feedback on data entry and reporting for all database users, as appropriate, ensure policy and procedure documentation is current and implemented.
- Develop and maintain queries/exports for direct appeals, email campaigns, publications, events, and ad hoc projects.
- Assess and implement other technology-based solutions for fundraising.
- Identify opportunities for systems integration for improved data quality, reduced data entry, and increase cross-departmental collaboration.
- Manage Research Point, update donor wealth screenings, and other fundraising-related data.
- Maintain primary contact with technology vendors and partners as assigned.
- Other duties as assigned.
Educational/Professional:
- Bachelor’s degree required.
- At least (5) years’ experience in a nonprofit fundraising, marketing, or sales environment.
- Raiser’s Edge experience very strongly preferred; fundraising database or CRM system required.
- An equivalent combination of experience and education may be considered as meeting the Education/Professional requirements
Knowledge, Skills and Abilities Required:
- Proficiency in MS Office applications required.
- Experience with data import/export, queries, and designing and generating reports from a relational database.
- Experience with managing a database and web-based systems.
- Excellent troubleshooting and critical thinking skills.
- Excellent oral and written communications skills with the ability to work with both technical and non-technical users.
- Knowledge of fundraising practices.
- Demonstrates a high level of financial acumen.
- Demonstrates attentiveness to detail and accuracy; performs duties at a high level of confidentiality.
- Ability to work independently as well as within a team environment.
- Ability to prioritize and schedule workload to meet required deadlines and manage a variety of assignments simultaneously.
