Philanthropy Operations and Database Manager
Posted Updated
Duties and Responsibilities:
- Serve as the primary administrator of the Raiser’s Edge donor database, ensuring optimal use, accuracy, and system integrity across the Advancement Office.
- Oversee all aspects of gift entry, acknowledgment, and processing workflows, partnering closely with the Business Office to ensure timely reconciliation and audit-ready records.
- Maintain data accuracy through routine audits, clean-up initiatives, and ongoing system enhancements (including constituent records, relationships, and giving history).
- Build, generate, and maintain regular and ad hoc reports, dashboards, and performance metrics to support leadership, Board reporting, and campaign tracking.
- Manage key data processes including moves management, salutation updates, soft credits, pledge tracking, and Annual Report data preparation.
- Support automation of recurring database functions and troubleshoot technical issues across integrated platforms as needed.
- Ensure the Raiser’s Edge system is used consistently as the central tool for data management, reporting, communication tracking, and advancement operations.
- Prepare and manage annual reporting for DASL and FCIS.
- Biographical changes to all RE records.
- Supporting team with monthly LYBUNT/SYBUNT lists.
- Building Queries and Managing Data Exports.
- Owning creation of monthly/quarterly/annual pledge reminders.
- Financial Reporting for Annual Fund, Capital Campaign, Board of Trustees.
- Segmented Constituent Reporting.
- List Serve Pulls.
- Comparative Reporting.
- Other duties as assigned
Background Screening Information
Palm Beach Day Academy in Palm Beach, FL has engaged DovetailED to lead a search for a Assistant Director of Annual Giving and Advancement Operations to start immediately. Interested candidates should review the Opportunity Statement and submit a cover letter, resume, and list of references as a consolidated PDF to Zack Lehman, President at DovetailED Talent Sourcing, at zack@dovetailedsourcing.com and Ashlyn Chillemi, Senior Recruiter at ashlyn@dovetailedsourcing.com.