Title: Advancement Operations and Data Specialist
FLSA Status: Full Time Non-Exempt
Purpose:
The Advancement Operations and Data Specialist plays a critical role in supporting and advancing fundraising efforts through effective data management, systems administration, and donor engagement. This position ensures the integrity and accuracy of donor information, drives insights through reporting and analytics, and supports the execution of fundraising campaigns and events. Working collaboratively across teams, the specialist helps optimize processes, strengthen donor relationships, and enhance overall operational efficiency to achieve organizational fundraising goals.
Key Responsibilities:
Duties and Responsibilities:
Systems and Data Management
- Maintains internal controls and safeguard donor data, ensuring accuracy, completeness, confidentiality, and compliance with internal policies and external regulations.
- Administers CRM and related systems, including data entry standards, troubleshooting, user support, system updates, and optimization of workflows.
- Processes and records donations; prepares daily donation reports in coordination with the Finance team to ensure accurate reconciliation and audit readiness.
- Administers pledge reminders and recurring gift processes to support timely fulfillment and prevent lapses in payment information.
- Serves as project manager for system enhancements and evaluation of technology platforms, identifying process improvement opportunities for gift entry, data cleansing, reporting, and donor record management.
- Handles integration of data across systems to maintain data integrity and accuracy.
Reporting Analytics and Prospect Research
- Produces regular and ad hoc reports on fundraising performance and key metrics.
- Designs and implements database queries and data exports for team use.
- Creates progress reports for gift officer metrics, portfolio management, and proposal pipelines.
- Conducts prospect research and prepares donor profiles to support cultivation and solicitation strategies.
- Analyzes donor data to identify trends, opportunities, and potential major gift prospects.
Fundraising Operations and Administration
- Coordinates direct marketing activities, including