WHAT YOU’LL DO
As the Assistant Director, you‘ll be responsible for ensuring the accuracy and integrity of the Foundation’s donor database, including data input and output, data maintenance, and end-user training and support. You will serve as the first point of contact to provide support to development stakeholders by assisting them with the creation of reports, data selects and other data structures. You will support the Director of CRM Operations by understanding the meaning of data elements and what those data elements are supporting or not supporting and communicating that to all in the Foundation. You also ensure team members have access to quality & timely CRM training materials, providing intermediate to advanced supplemental training support as needed. Additionally, you would contribute to the development and implementation of workflows to guide data entry, ensuring effective capture of information.
This position reports to the Director of CRM Operations and supervises two Senior Specialists and additional temporary team members as needed. This position will also supervise the Online Data Specialist in the future.
YOU’LL BE RESPONSIBLE FOR…
- Partnering and acting as part of advisory team and supporting business analysis with teams across the Foundation to maintain existing and design new data structures and processes that are sustainable.
- Supporting and modeling a culture of shared ownership for data between Advancement Services and subject matter expert/end user teams, including protocols for data structure evaluation and design, proofing, documentation, and maintenance.
- Supporting the development of new database processes including identifying opportunities for automation; close partnership with IT.
- Contributing to a strong data proofing culture and workflows that the whole team owns, developing checks of all data flows out of the CRM whether regular or ad-hoc data requests.
- Monitoring data integrity, data structures, ensuring they provide high-value return for the maintenance costs.
- Providing CRM training and support, including developing and maintaining training materials and content with the support of Data Specialists.
- Observing trends in database errors and addressing the root cause.
- Stewarding a culture of effective documentation, cross-training, standardization to mitigate succession planning risks.
- Partnering with the Director of CRM Ops & the Snr Dir PD to design and implement a data acquisition program (phone, email, NCOA, employment, and other data points)
- Acting as the primary stakeholder request intake by eliciting requirements and performing business analysis such as negotiating with stakeholders on iterative process development; helping stakeholders see why a specific recommendation may not be appropriate (ever or at this time), alternative ways to achieve their goals, and staging their goals over time as solid base practices are established.
- Supporting stakeholders by ensuring requests for reports, lists, global database changes, imports/exports are completed by yourself, or a Data Specialist, based on complexity.
- Staying informed of, recommending, and implementing industry service provider offerings that support data acquisition and efficiencies (Omatic, Power Automate, and others).
- Performing database maintenance ensuring data structures are still relevant; work to deprecate obsolete data elements.
- Recommending new approaches, procedures, and processes to effect continual improvements in efficiency of department and services performed to meet current and future fundraising goals.
- Functioning as a member of a team by accepting additional responsibilities as needed.
- Regular and predictable attendance is required.