Charitable Advisors LLC
  • 13-Jul-2018 to 11-Aug-2018
  • - Bosma Enterprises
  • Indianapolis, IN, USA
  • Full Time

Primary responsibilities include the overall management of data operations for Bosma Visionary Opportunities Foundation. This individual will be responsible for overseeing and managing the data infrastructure needed to support various fundraising strategies, projects, and activities. The Database & Prospect Research Administrator must be able to work independently while also working as a member of the Bosma Visionary Opportunities Foundation team.
 
The Database & Prospect Research Administrator will be an individual with a rich background specific in data management, reporting, and research, who has had progressive experience in philanthropic development with a strong track record of successful management. The ideal candidate cares deeply about the development profession and has worked in the non-profit arena, specifically within human services. The Database & Prospect Research Administrator receipts and acknowledges gifts, manages matching gift program, manages donor records, updates data, pulls reports and lists for mailing, and provides background data and support for fundraising personnel on the Bosma Visionary Opportunities Foundation team (i.e. Executive Director and Major Gift Officer).

The individual in this role will also manage online event and donor software and tools, multiple direct mail projects, data cleansing and manipulation, statistical reporting and analysis, mailing list management, and donor/prospect research and relationship management. Analyzes and assesses information from multiple resources to assist in development and implementation of fundraising strategies.
 
Job Duties and Responsibilities:
 
The essential functions of the Database & Prospect Research Administrator consist primarily of, but are not limited to, the following responsibilities:
• Provides general oversight of all data functions related to the regular operations of • Bosma Visionary Opportunities Foundation.
• Conducts data entry of contributions, manages donor records, and prepares gift acknowledgement letters.
• Conducts prospect research and provides background data and support for fundraising personnel on the Bosma Visionary Opportunities Foundation team (i.e. Executive Director and Gift Officer).
• Conducts data cleansing and manipulation, statistical reporting and analysis, and mailing list management
• Manages the tracking and coding of all event attendees for Bosma Visionary Opportunities Foundation's foundation events and programs through an online event and donor software and tools.
• Manages matching gift program and complete and submit forms and ensure accurate gift entry
• Manages United Way of Central Indiana data reporting and fundraising metrics according to annual schedule.
• Prepares complex database queries, exports, imports, custom and canned reports to support department needs. Activities include (but are not limited to): prepare event and gift reports, extract and prepare donor solicitation and recognition lists, implement regular NCOA updates, extract and prepare financial reports, perform de-duping and data clean-up functions.
• Creates and implements gift coding, attribute and other table entries as required for accurate and efficient tracking of gift records
• Updates data, pulls reports and lists for direct mail campaigns within Salesforces.
• Provides database training to Bosma Visionary Opportunities Foundation staff and volunteers
• Analyzes and assesses information from multiple resources to assist in development and implementation of fundraising strategies.
• Assesses and ensures accuracy, security and integrity of fundraising donor database, including oversight and implementation of data entry standards and best practices
• Determines and implements projects to enhance and stream-line database usage
• In coordination with IT Department, perform updates to Salesforce software systems in accordance with manufacturer specifications and timeframes
• In coordination with IT Department, provide IT support as needed for Bosma Visionary Opportunities Foundation events held off-site
• Implements special data projects and enhancements
• Assesses and trouble-shoot department-related database issues. In coordination with IT, determine solutions and strategies.
• Assists in developing written policies and procedures for gift processing and data management
• Works with Accounting to reconcile gifts, pledges and events.
• All other duties as assigned.
 
Qualifications
 
Education and Experience:
• Bachelor's degree with focus on business practices/administration, computer science or information systems strongly preferred
• Familiarity with fundraising terminology and practices strongly preferred
• Expertise in a variety of data management, informatics and reporting systems, including SQL Server, SQL Reporting Services, Oracle, ETL tools such as DTS and SSIS, and SAP Business Objects strongly preferred
 
Specific Required Skills:
• Must be able to travel locally (State of Indiana).
• Must have a driver's license.
• Ability to work independently with little supervision
• Ability to easily adapt to changes, problem-solve, think critically, and maintain composure in high pressure situations
• Ability to present information concisely and effectively, both verbally and in writing
• Ability to organize and prioritize work and projects
• Ability to meet deadlines
• Ability to take initiative and ownership for the completion of work product
• Database management experience – Salesforce preferred
• Proficiency in Gmail and Microsoft Office
• Excellent interpersonal and communication skills
• Excellent editing and written skills
• Precise attention to detail
• Strong contributor in team environments
• Highly organized with superior problem resolution and analytical skills
• High level of interpersonal and customer service skills
• Must be able to multi-task, work in a fast-paced office and work with multiple priorities and deadlines with accuracy
 
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Charitable Advisors LLC

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