Scope

 

Reporting to the Associate Director, Member Development and Engagement, the Manager, Membership & Development Operations is responsible for supporting the overall strategy of the Development department through engagement, recruitment, audience development and fulfillment of member benefits. Additionally, they will lead the design, implementation and maintenance of operational procedures for all fundraising activities within The Paley Center’s databases in concert with the Finance department and other departments, as necessary. The individual in this role will be adept at CRM implementation principles and best practices and will be responsible for reporting and tracking donations, generating lists and reporting on progress against goals. This role will require a high level of accuracy, confidentiality, and integrity, as well as a strong base of knowledge in the areas of database functionality, data hygiene and analysis, fundraising protocols, and non-profit best practices. This position is exempt.

 

Responsibilities

 

Development and Membership CRM Implementation

• Serve as the departmental expert in Dynamics 365 and Universe functionality, stay up to date on new developments and skillfully share knowledge and train other users
• Make recommendations for process improvements and analytics insight opportunities
• Ensure Paley CRM ecosystem is used to full potential and maintain and update configuration for the most user-friendly functionality and output
• Work across departments to craft and schedule Membership communications including, but not limited to, digital renewal emails, acknowledgments, and membership cards
• Lead and implement the Media Council event registration process
• Engage as a Paley Ambassador for social media initiatives by actively sharing Paley’s social media posts within one’s own networks, to amplify the organization’s reach and foster community engagement

Operations & Gift Administration

• Maintain or update existing procedures for Development department, including but not limited to financial reconciliation, data configuration, documentation of standard operating procedures, training and onboarding
• Work and support all engagement efforts, directly soliciting members, meeting our annual revenue goal, managing the fulfillment of member benefits, and the building professional relationships with our members
• Support Public and Industry membership cultivation as needed
• Provide training and support to all Development team members to maximize use of databases
• Oversee and/or conduct all data entry with accuracy including creating new customer, membership, and gift records, updating contact information, research, relationships, etc.
• Execute gift acknowledgement process to ensure that all donations are acknowledged in an accurate and timely manner
• Provide annual donor reports

 

Data Management, Data Integrity, and Hygiene

• Adhere to industry best practices and organizational procedures regarding the entry, maintenance, and storage of data

• Ensure that database is well maintained, comprehensive, up to date, ensuring database integrity
• Liaise with IT, Operations, Marketing & Communications to support integrations with other software platforms Reconcile with Finance Department on a monthly basis and as needed
• Maintain up to date records of all members and development prospects.

 

Data Output & Analytics

• Develop key insights using analytics to optimize the strategy and execution, ultimately reaching membership goals
• Collaborate with development staff and other departments to create standard and custom lists, extractions, and reports
• Regularly generate departmental status report to measure progress against fundraising goals
• Work with development team to generate mailing lists and merge lists for direct mail and email appeals, as well as event invitation lists, invoices, and pledge reminders
• Utilize key data and analytics to share insights across departments
• Develop dashboards to provide quick, accurate, up to date information for team members as well as executive and volunteer leadership
• And other tasks as necessary

 

Core Competencies

 

Our successful employees meet the following criteria:

 

• Highly organized with proven ability to meet deadlines and budgets
• Outstanding leadership skills and ability to lead cross functional teams
• Ability to take ownership of all tasks and manage simultaneously
• Outstanding verbal communication and superior business writing skills
• Positive and professional demeanor with excellent interpersonal, administrative, and managerial skills
• Ability to handle and prioritize multiple tasks while maintaining attention to detail
• Resourcefulness, creativity, and strong problem-solving and research skills

 

Requirements

 

• Bachelor’s degree

• 3+ years’ experience in Development and Membership operations or analytics
• Proficiency in Dynamics 365 or similar CRM database required
• Proficiency with Microsoft Office suite, particularly Excel, is required
• Excellent organizational and project management skills with meticulous attention to detail
• Ability to work early mornings and late evening, when necessary, to support Paley events and programs

• A proactive and entrepreneurial approach to work; self-starter and fast learner
• Ability to meet tight deadlines
• Strong organizational skills, strong attention to detail, interpersonal skills, good judgment, and ability to work collaboratively and independently in a fast-paced, goal-oriented environment
• Ability to work cross-department and cross-functional
• Bilingual fluency in Spanish a plus