Donor Database Manager - Boston or Remote

Christopher Hartley 2

Be located in Boston/New England region or have easy access to a major airport to meet onsite requirements of the job, which is estimated to be an average of 1-2 times a month as needed.

Purpose
The Donor Database Manager is responsible for maintaining the integrity of the Raiser’s Edge database—creating and administering data entry and data management policies and procedures to ensure accuracy and consistency of data. The Manager provides data analytics to support the Stewardship and Development team in maximizing philanthropic income by identifying trends and opportunities.

The ideal candidate will be a strategic thinker, and excited by the opportunity to improve user experience across all levels of engagement (from within the team up to senior leadership) so the department can more effectively and efficiently grow its fundraising program.

The Manager will work in close collaboration with the Gift Processing Manager as well as with key members of our Information Technology and Data Services team to ensure that development colleagues have the tools needed to achieve and exceed fundraising goals. The Manager will also play a key role in supporting an expected Raiser’s Edge Replacement Project to select and migrate to a new CRM over the next 18 – 24 months.

Principal Responsibilities
The responsibilities and percent of time estimated for each functional area reflect current operational needs. These percentages will shift during the 18 - 24 month period (2023 - 2024) in which the Association will be engaged in a database conversion project to replace Raiser’s Edge 7 with a new CRM. Upon conversion the Manager is expected to become the in-house expert on the new CRM.

Data Management/Hygiene (25%)

• Ensure the integrity of the database by identifying, implementing, and documenting ongoing data cleanup processes. Provide recommendations on general data retention and storage policies.
• Monitor data integrity through regular audits, as well as identifying and researching data discrepancies.
• Run daily, weekly, and monthly quality assurance tasks including duplicate resolution.
• Work closely with the deputy director of stewardship and development to craft and implement database policies on data entry, coding, and collection as well as prospect and pipeline management. Provide staff trainings on data entry and other policies/procedures, as needed.

Reporting and Analytics (30%)

• Develop and maintain reporting processes that provide accurate, timely, and decision-enabling information.
• Generate weekly, monthly and quarterly income reports and dashboards for team members and/or senior leadership to track year-to-date and year-over-year progress.
• Conduct deep dives into constituent data to identify trends and opportunities with the goal of deepening understanding of donor behavior and driving increased giving.

Strategic Planning and Process Improvement (20%)

• Drive process change and improvement through increased automation of processes and leveraging new technology—with focus on streamlining gift entry/import from third-party platforms (MobileCause, EveryAction) and reconciliation processes with Finance.
• Collaborate with cross-functional teams (primarily Information Technology and Data Services) to efficiently assimilate data on a timely basis from other UUA or outside systems and API connections.
• Serve as department’s liaison and lead working with IT to ensure that Raiser’s Edge (and successor CRM) integrates effectively with IT’s data warehouse project.

Ad-hoc Data Requests and Special Projects (25%)

• Play an integral role in the Raiser’s Edge Replacement Project to identify and select a new donor CRM, including organizing the preparatory data clean-up work prior to conversion.
• Provide integration support for current (Campaign Monitor, MobileCause, WealthEngine, Zapier) and future software technologies that support fundraising.
• Support the congregational giving team in generating Anticipated Asks for annual support from UU congregations via the Annual Program Fund (APF); generate monthly APF statements.
• Serve as a back-up administrator for the Association’s Faithify UU crowdfunding platform when the Faithify Project Manager is away.
• Generate custom data queries, exports and reports as needed.
• Stay up to date on new technologies and trends, providing consultation and recommendations to help ensure the stewardship and development team have the tools needed to succeed.
• Performs other duties as requested by supervisor, the Executive Vice President, or the President.

Qualifications
This is a Grade 12 position with an expected hiring range of $51,200 - $64,700depending on experience. Note that qualifications may be met as a result of lived experience, volunteer work, professional experience, and/or formal or informal training. Requirements include:

• Baccalaureate degree in a related discipline.
• Minimum of 3 – 5 years of Raiser’s Edge database experience, including demonstrated experience handling Admin (e.g., global changes, imports) and Config (e.g., attribute and table management) settings. Comparable experience managing other donor CRMs will be considered.
• Operational knowledge of reporting and dashboard tools such as Crystal Reports and PowerBI and the ability to present information in a way that most effectively conveys results and key performance indicators.
• Experience in data analysis and manipulation and using data to support strategic fundraising decisions—including the ability to extract data from multiple sources and combine it for integrated analysis and/or presentation.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint), notably advanced skills in Excel (formulas, pivot tables, VLookup, etc.) as well as ability to structure and execute complex mail-merges.
• Must be extremely detail-oriented, analytical, collaborative, resourceful, and organized, with the ability to perform independently in a fast-paced team environment.
• Excellent project management skills, with consistent follow-through and the ability to execute processes accurately and consistently.
• Fluent in the latest technology pertinent to job duties and knowledgeable in best practices for database systems and structures.
• Work or lived experience with communities of color or indigenous peoples is of particular value.
• Eagerness to work in an organization in which the dismantling of white supremacy is a high priority.

How to Apply
People with disabilities, people of color, Indigenous people,Hispanic/Latinx, and LGBTQ candidates are encouraged to apply. The UUA is committed to developing a diverse and talented staff team. If you are excited about this role but are unsure whether you meet 100% of the requirements, we encourage you to inquire and/or apply. Send cover letter and résumé—indicating “Donor Database Manager” in the subject line—via email to careers@uua.org, via fax to (617) 948-6467, or to Human Resources, UUA, 24 Farnsworth Street, Boston, MA 02210. Email submissions preferred.

Visit www.uua.org/jobs to view the official job description—a more concise version of this search announcement—as well as information on Hiring and Benefits. Note that as of December 1, 2021, all UUA staff must be fully vaccinated against the COVID-19 virus as a condition of employment.