Advancement Database and Operations Manager - California Institute of Integral Studies

$75,000 - $90,000/Yr

California Institute Of Integral Studies - San Francisco, CA

Full-time - Mid Level

San Francisco, CA

Educational Services

About the position

The CIIS Advancement team is in search of a tenacious, forward-thinking Database and Operations Manager to serve as the database manager (Raiser's Edge NXT) and point person for Advancement operations. This person will holistically support the team to maximize fundraising efforts during a multi-million-dollar comprehensive campaign and foster lifelong donor engagement. They will ensure the accuracy, integrity, and security of donor data, while also taking ownership of implementing effective data management and reporting strategies. This person will work closely with the Finance Office on gift and pledge reconciliation and communicate effectively with other key departments across campus. The Advancement Database and Operations Manager reports to the Vice President of External Relations at CIIS. The Advancement team at CIIS is dynamic and growing and is charged with raising the profile of, and financial support for, CIIS' academic and public programs. We seek candidates whose experience or community service has prepared them to contribute to our commitment to racial equity, diversity, and inclusion. If you're excited by the idea of building a culture of philanthropy at a unique higher ed institution, read on!

Responsibilities

• Serves as the Database Manager of Blackbaud Raiser's Edge NXT (RE NXT), ensuring accuracy, integrity and security of all Advancement data.
• Adds new users and maintains security settings and configuration of RE NXT.
• Serves as the point person for the Advancement database for all data and donation-related communications with the Finance, Business, Information Technology, Alumni, and Financial Aid offices.
• Creates and updates policy and procedure documentation for RE NXT database.
• Supports the team with ongoing training and learning opportunities on topics related to this area.
• Manages data imports and integrations with software such as with LiveAlumni, Instrumentl, and Ellucian Colleague on an ongoing basis.
• Processes gifts and pledges in compliance with IRS and CIIS gift reporting requirements, including maintaining comprehensive gift documentation.
• Tracks pledges and issues pledge reminders when needed.
• Manages acknowledgement and receipting process to donors.
• Updates biographical information in RE NXT (including addresses, business information, associations, addressee, and salutations) received through gift transmittal, direct mail response, checks, and other related sources.
• Prepares custom gift queries, reports & analysis as requested by the Director of Institutional Giving, Director of Major Gifts, Director of Annual Giving and the President's Office.
• Develops and maintains moves management systems to track prospect activity, including all Sri Yantra Heritage Society/Planned Gift donors.
• Manages ResearchPoint database, wealth screening data, and integration with RE NXT.
• Conducts prospect research and creates profiles for the Advancement team and the Office of President as needed.
• Stays up-to-date with changes in the field (i.e., new fundraising software/technology) and assesses current technology needs of the Advancement team.
• Creates and updates policies and procedures for fundraising and general departmental operations.
• Supports with the Advancement department's e-mail and direct mail solicitations and other activities designed to boost giving from alumni and other donors.
• Serves as liaison to all technology vendors, including Blackbaud.
• Works with the Director of Institutional Giving, Director of Major Gifts, and Director of Annual Giving to create data-driven strategies for fundraising campaigns and appeals.
• Provides holistic operational support for CIIS' comprehensive campaign to secure $60M by its 60th birthday in 2028.
• Prepares check requests and tracks expenses in the Development budget.
• Works with Advancement team on events planning; manages and tracks invitations, ticketing and registration for events, and post-event assessment and reporting.
• Coordinates with the Office of Strategic Communications and Relations (OSCR) and Department of Technology (DOT) on donor email communications, updating the Advancement website and managing the Advancement SharePoint page.

Requirements

• Bachelor's degree and a minimum of 3-5 years' experience, or equivalent combination of education and experience.
• Advanced technical skills and computer literacy, including Microsoft Office applications.
• Experience with Microsoft Outlook, OneDrive, Teams, and other applications a plus.
• Enjoys working with numbers, strong technical and analytical skills.
• Strong experience and core competency with relational databases; Raiser's Edge preferred.
• Experience with online fundraising and email marketing platforms.
• Experience with prospect research preferred, including experience with Wealth Point or similar wealth screen software.
• Strong communication and interpersonal skills.
• Comfortable sharing technical information and training team members on use of new technology.
• Excellent organizational skills, including scheduling and managing office procedures.
• Excellent writing, editing, and proofreading skills.
• Ability to work both independently and as part of a team.
• Sound judgment and discretion to maintain donor privacy and confidentiality.
• Enthusiasm for and commitment to CIIS' values, commitments, and mission.

Nice-to-haves

• Bilingual
• Experience with SharePoint
• Experience with Ellucian

Benefits

• Salary: $75,000 to $90,000 commensurate with education, skills, and experience.
• CIIS offers a comprehensive benefits package.