Strategic Giving Operations Manager

TITLE: Strategic Giving Operations Manager

LINE OF BUSINESS/DIVISION: Operations/Strategic Giving

FLSA STATUS: Exempt

REPORTS TO: Director of Strategic Giving Operations

NUMBER OF POSITIONS REPORTING TO THIS POSITION: None

LOCATION: Arlington, VA (Hybrid)

JOB HIGHLIGHTS

The Strategic Giving Operations Manager (SGOM) plays a critical role in supporting the Strategic Giving (SG) team by establishing, implementing and maintaining operational systems to ensure a successful and effective SG department infrastructure according to best practices and industry standards. This position serves as the primary expert and business systems administrator of the Fund's Constituent Relationship Management (CRM) system ensuring its effective utilization across all SG functions including gift processing, donor tracking and engagement. In addition, the SGOM is responsible for generating key reports and dashboards to track donor engagement, fundraising metrics, and will partner with the larger SG team, Business Systems team, and other internal teams, to optimize data-driven decision-making. Additionally, this role will serve as liaison between SG, Finance and Legal to ensure timely and efficient approval processing of grants. The successful candidate will be an initiative-taker who works well independently and as part of a results-oriented team, who can prioritize workload, and ensure deadlines are met.

WHAT YOU WILL BE DOING

To perform this job successfully, you must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

CRM SYSTEMS MANGEMENT:

• Serve as a subject matter expert for the implementation and management of the Fund's CRM, ESP (Email Service Provider), Fundraise Up, and fundraising-related platforms.
• Work collaboratively with other departments to identify needs, employ best practices in a CRM environment and seek ways to improve processes and maximize utilization.
• Monitor system performance and complete CRM system audits to ensure the quality of data collected, performing duplication checks and consolidating data as needed.
• Coordinate functional system-related activities including system maintenance, upgrades, functional development and testing, in coordination with Informational Technology/Business Systems teams.
• Develop training manuals and user guides and design and deliver on-going training for staff on CRM updates and essential functions of the software and systems.
• Function as trouble shooter and point-person for staff, and other front-end users when they have questions or need to learn how to use additional functionalities of the CRM system.
• Oversee integration between donor CRM and ESP including data hygiene, data management and reporting needs from both donor CRM and ESP in partnership with Marketing & Communications team to optimize digital marketing and fundraising efforts.

Analytics and Reporting:

• Produce reports to track and analyze fundraising trends, outcome, ROI, and donor engagement metrics to support the overall organization fundraising strategy, including senior management and board reports, KPIs and appeal performance reports.
• Improve analytical reporting on donor data and develop more simplified, self-service reporting.
• Create dashboards and visualizations to support decision-making for VP of SG and leadership.
• Partner with the MarCom team on queries and reporting needs out of donor CRM/ESP to optimize digital marketing efforts.
• Maintain data auditing and processes for pipeline management to ensure accurate data for forecasting and planning.
• Collaborate with internal teams on reconciliation related processes.

OPERATIONS:

• Serve as team point person in the workflow of all grant processes including ensuring appropriate approvals and document management for all grant agreements and pledge documents.
• Collaborate with the operations team to uphold data hygiene and integrity, including regular de-duplication of constituents in the database to ensure accuracy and efficiency.
• Work with the operations team to streamline workflows for the Frontline Fundraisers and optimize internal gift-related processes.
• Collaborate with colleagues in the execution of fundraising activities, including appeals, events, and donor communications.
• Develop and enforce data policies and best practices across the organization.
• Provide back-up support on gift batching (cash, wires, credit card) and reviewing tax acknowledgement letters, as needed.
• Other duties as assigned.

WHAT WE NEED YOU TO HAVE

• 5+ years of experience in donor CRMs, ideally with Salesforce.
• Strong background in data analytics and systems management (CRMs, Excel, Tableau).
• Strong organizational skills, attention to detail, and ability to manage multiple projects and deadlines.
• Excellent communication skills to translate data findings into actionable insights.
• Proficiency in Microsoft Office Suite and experience with digital tools like Teams.

WHAT WE'D LIKE YOU TO HAVE

• Bachelor's degree.
• Experience with nonprofit gift processing / tax acknowledgement letters.
• Passion for environmental issues and commitment to TCF's mission.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• Work is performed in an office setting.
• Estimated travel - 0% per month.

COMPENSATION AND BENEFITS

The salary range for this position is $75,000 - $85,000, and the position is eligible for opportunities to earn performance-based bonus compensation. Please note: Salary range provided is an estimate and will be evaluated on an individual basis, taking into consideration the candidate's knowledge, skills, abilities, experience, and education. The final salary offer will be determined accordingly.

The Fund offers a highly competitive package of benefits including:

• Employer contributions for medical, vision and dental insurance plans.

• Retirement plan discretionary company contribution.

• Company contributions to HSA account.

• Company-paid paid life insurance, AD&D, Short-Term and Long-Term disability insurance.

• Continuing education benefit for approved programs.

• Employee assistance program (EAP).

• Generous paid vacation, sick and floating holidays.

• Voluntary Life Insurance, AD&D, Spouse and Child plans at group rates.

• Six weeks paid parental leave

• Fourteen paid holidays

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time, with or without notice.

Frequently cited statistics show that women and people from underrepresented groups apply to jobs only if they think they meet 100% of the criteria. If you meet many but not all the criteria and feel you may be a good fit for the role, The Conservation Fund encourages you to apply.

The Conservation Fund, a nonprofit corporation, is an Equal Opportunity Employer that fully and actively supports equal access for all people regardless of Race, Color, Religion, Gender, Age, National Origin, Veteran Status, Disability, Genetic Information or Testing, Family and Medical Leave status, Sexual Orientation and Gender Identity or Expression. The Fund prohibits retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint, or otherwise oppose discrimination.