Manager, Nonprofit Data & Transparency

Who We Are

One Ascent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously, even if we don't take ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients across the country, and we believe excellent work done with the right heart posture can change lives. Our culture is shaped by five core values we actually live out (not just hang on the wall):
Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry (Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First—Always.

• Collect required data from nonprofit organizations using firm-approved templates, forms, and systems, ensuring all required fields are completed accurately and consistently.
• Populate prior-year data where appropriate to support continuity and completeness, and validate submissions for accuracy, completeness, and internal consistency before final submission.

• Populate, validate, and maintain nonprofit data within firm-approved systems (e.g., Salesforce), including pre-populating prior-year data where appropriate to improve efficiency and continuity.
• Ensure all nonprofit submissions meet defined data quality standards by checking for completeness, internal consistency, and accuracy before advancing information to the evaluation stage.

• Support the nonprofit analytics process by responding to clarification questions and managing exceptions when nonprofits are unable to complete standard system-based workflows.
• Reduce manual, bespoke data collection over time by adopting and adhering to automated forms, standardized instructions, and system-driven processes, escalating recurring issues for process improvement.

• Strong time-management and organizational skills with proven ability to complete tasks and meet deadlines in a fast-paced environment.
• Detail-oriented with exceptional accuracy in handling numerical data and double-checking work to ensure correctness.
• Outstanding quantitative and writing skills with ability to proof content for grammar, clarity, and brevity.
• Strong problem-solving skills with a positive, team-oriented attitude.
• Clear, friendly, and professional communication skills.
• Advanced knowledge of Excel and proven experience with Salesforce CRM.
• Intermediate proficiency in Microsoft Suite and related business systems.
• Bachelor's degree or equivalent experience.

• Experience in philanthropic advisory, nonprofit research, or grant management environments.
• Familiarity with CRM database management and post-grant reporting processes.
• Demonstrated ability to design and compose reports including charts, graphs, and visual presentations.
• Track record of implementing process improvements and automation in data management workflows.
• Experience leveraging AI tools and automation to streamline data collection, validation, and reporting processes.