Philanthropy Operations Manager

Job description

Reporting to the Chief Financial & Operating Officer, the Philanthropy Operations Manager is part of a strategic operations team and serves as a partner to the Philanthropy Team, leading the analytics and donor intelligence that support fundraising effectiveness. This position transforms donor data into actionable insights that drive portfolio strategy, pipeline development, donor engagement and stewardship outcomes. Responsibilities: • Mine CRM data, giving history, engagement activity and donor research to identify giving patterns and qualify prospective opportunities • Analyze capacity, affinity and engagement, translating findings into recommendations for portfolios and moves management • Serve as a power user of MS Dynamics 365 CRM and partner with the Database Administrator on data integrity, segmentation, workflows and reporting • Create and distribute dashboards and reports measuring fundraising performance, donor retention, campaign effectiveness and pipeline progression • Develop a comprehensive tracking system for proposals, gift agreements and required reporting • Own the operational donor communications process including acknowledgements, pledge reminders, recurring gift communications, tax substantiation and tribute notifications • Supervise the Data Entry Clerk and respond directly to donor questions on pledge status, gift documentation and tax letters Qualifications: • Bachelor's degree required; 5+ years of relevant experience in development operations, donor services, prospect research or advancement services • Experience with donor analytics, wealth screening and CRM reporting • Advanced CRM and Excel skills preferred Benefits: 401(k) matching, health benefits, HSA or HRA contribution, group term life insurance, paid time off, and national plus Jewish holidays off. Dental and vision optional.