Job Description
Essential Functions
- Assist Director in records administration of Prospect Management metadata in CRM, conducting bulk uploads and changes, diagnosing integrity and QC issues and recommending solutions; delegate and provide work direction to staff as necessary for fulfillment of Prospect Management records projects.
- Collaborate with Prospect Development and CRM IT team members, as well as other internal PFLF partners, to identify, create, and/or improve ratings, model scores, metrics, as well as any other internal or external datapoints, to enhance all prospect development-related processes (e.g., prospect assignment, Prospect Management, portfolio optimization).
- Partner with fundraising professionals and Prospect Development Analysts to conduct collaborative portfolio conversations with fundraising units, using key reporting metrics and fundraisers’ knowledge of individual prospects to ensure productive portfolios.
- In conjunction with Director, develop and execute training strategies to establish and maintain the core competencies across PFLF staff related to CRM and relational integrated enterprise data platform.
- Design and create procedural documents for basic records management and Prospect Management domains.
Additional Responsibilities
- Ensure the Purdue for Life Foundation’s records (on-line alumni/development database and documents) contain accurate and complete information.
- Participate in other appropriate projects, as determined and assigned by the Vice President or Director.
Skills, Knowledge and Abilities
- Experience with relational databases, particularly query-building and reporting, are required. Knowledge of SQL and/or Salesforce SOQL/SAQL, as well as data analytics/visualization tools preferred
- Excellent written and verbal communication skills and a clear, concise writing style.
- Effective interpersonal skills, good organizational skills, and excellent attention to detail are required.
- Strong strategic and project management skills, including demonstrated ability to relate well to, and understand the needs and interests of a diverse group of fundraising professionals in a fast-moving environment.
- Must be self-motivated, self-directed, and highly-organized individual who works well under deadlines.
- A sense of curiosity and enthusiasm about learning and commitment to professional growth.
Education/Experience
- Bachelor's degree in Computer Science, Mathematics, Library Science, Liberal Arts, Business, or a related field.
- Two years related work experience in nonprofit, education, business, or related organization or equivalent combination of experience and training;
- Development and fundraising experience, preferably in an academic environment; similar experience in business (e.g., corporate intelligence, legal research, marketing, journalism, or libraries)