[Hiring] Donor Database Manager @Unitarian Universalist Assoc of Congregations.

Role Description

To support the Stewardship and Development team in maximizing philanthropic income with consistent data entry and shared understanding. To maintain the integrity of the Virtuous CRM database, create and administer data entry and data management policies and procedures to ensure accuracy and consistency of data.

Qualifications

• This position has a salary midpoint of $74,000. Compensation may vary based on factors such as experience, qualifications, and geographical location, with offers potentially ranging from 10-15% higher or lower than the midpoint.
• Bachelor’s degree or equivalent.
• 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.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint), notably advanced skills in Excel (formulas, pivot tables, xlookup, etc.) as well as ability to structure and execute complex mail-merges.
• 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, consistent follow-through, and ability to execute processes accurately.
• Understanding of issues around anti-racism, anti-oppression, and multiculturalism.
• Work or lived experience with BIPOC communities is of particular value.
• Eagerness to work in an organization in which the dismantling of white supremacy is a high priority.

Requirements

• Manage annual documentation audit with Stewardship and Development team.
• Ensures database integrity by identifying, implementing, and documenting ongoing data cleanup processes.
• Provides recommendations on general data retention and storage policies.
• Works closely with Senior Director of Operations to craft and implement database policies on data entry, coding, and collection as well as prospect/pipeline management.
• Provides staff trainings on data entry and other policies/procedures, as needed.
• Answers and tracks incoming calls and e-mail requests for Virtuous CRM assistance.
• Monitors Virtuous CRM helpdesk tickets for staff training opportunities.
• Directs staff to Stewardship and Development knowledgebase.
• Imports new households from Raiser’s Edge to Virtuous CRM on a quarterly basis.
• Uses Omatic to import household from Raiser’s Edge to Virtuous CRM once Omatic integration occurs.
• Collaborates 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.
• Monitors data integrity through regular audits, as well as identifying and researching data discrepancies.
• Maintains relevant understanding of data governance and apply to Stewardship and Development database through professional development.
• Supports Individual Giving team in integrating and maintaining Gift Ask pipeline into Virtuous CRM.
• Supports Gift Processing to streamline gift entry/import from third-party platforms (MobileCause, EveryAction) and reconciliation processes with Finance.
• Supports Legacy team with email list building.
• Develops and maintains communication channels (email, teams, Asana) around Virtuous CRM changes and updates.
• Maintains shared Asana calendar.
• Drives process change and improvement for acknowledgement letters, receipts and finance reconciliation.
• Provides integration support for current (Campaign Monitor, MobileCause, WealthEngine, Zapier) and future software technologies that support fundraising.
• Generates custom data queries, exports and reports as needed.
• Performs other duties as requested by supervisor, the Vice Presidents, or the President.

Benefits

• Normal workweek is 35 hours.
• 80% contribution towards health insurance premiums.
• 10% towards retirement (after one year).
• Generous paid time-off policies.

Company Description

The Unitarian Universalist Association is a progressive religious denomination headquartered in Boston’s waterfront Fort Point Innovation District. Our faith community of more than 1,000 self-governing congregations brings to the world a vision of religious freedom, tolerance, and social justice.