Philanthropy Systems Manager

Position Summary:

The Philanthropy Systems (Operations) Manager provides data management, routine data generation, reporting, administrative, and operational support to the Philanthropy Department to advance effective donor engagement, fund stewardship, and gift planning activities. In partnership with department staff and colleagues across the organization, this position manages critical constituent and fund data, supports donor and planned giving processes, and promotes the effective use of technology and data systems.

The Manager serves as a key resource for data integrity, reporting, process documentation, training, and system support, helping to improve efficiency, consistency, and alignment across Foundation functions while ensuring accurate records and exceptional service to donors and colleagues.

• Is accountable for the integrity and effective use of department data within the CSuite system, including data entry oversight, quality assurance and audits, document management, query development, routine report generation, mailing list maintenance, and preparation of mass mailing lists for the Annual Report and other organizational needs
• Leverage organizational systems to track and report on metrics of key engagement activities and use data to inform departmental and organizational strategy.
• Respond to ad-hoc reporting requests from internal staff, ensuring data accuracy and timely delivery
• Serves as a technical resource for department data systems and provides support and guidance to colleagues across the organization as needed

• Develops, maintains, and updates process documentation for data systems and provide training, coaching, and ongoing support to colleagues in partnership with Information Technology
• Participates on internal technology, data, and operations committees to promote operational efficiency, continuous improvement, and cross-functional alignment
• Leads front-line support for department data systems ensuring colleagues receive timely assistance, issue resolution and guidance on best practices

• Provides administrative support to Development and Gift Planning staff, including tracking planned gifts, and managing Spaulding-Potter donor relationships and records
• Ensures adequate general administrative support to department staff in partnership with Donor Operations team, including material preparation, data entry, filing,Word,Excel,orPower Pointdocumentorpresentationpreparation
• Owns the day-to-day administration of fundmanagementtasks,partnering with
  
  Donor Services Managerstomaintain  accurate constituent and fund records and ensure consistent coding practices
• Manages resolution ofdepartmentfacilitiesandequipmentissues(computers,printers,copiers,telephone) through active partnership with Administrative and Information Technology staff

• Performsotherdutiesas assigned

• Understandingofphilanthropyprocesses
• Abilitytohandlesensitiveandconfidentialinformationwithdiscretionandjudgment
• Excellentinterpersonalskills
• Strongrelationshipandcustomerserviceskills,bothinternallyandexternally
• Abilitytoworkcomfortablyinafast-paced environment cross-departmentally
• Effectivewrittenandverbalcommunicationskills,includingformalpresentationpreparation and a strong aptitude to communicate and translate data and technical information to non-technical audiences
• Demonstratedabilitytoestablishandleadinitiativesandtoworksuccessfullywithaprofessionalteamto meet organizational priorities
• Able to create and execute efficient queries, exports, reports, imports and other solutions
• Strong project management skills including the abilitytoorganizemultipletasks/projects,aswellasprioritizetaskswithinprojects across departments
• Attentiontodetailandabilitytoworkunderdeadline pressure
• A thoughtful team player who can work independently
• Demonstrated ability to lead through influence, leveraging expertise, strong relationships, and effective communication to achieve results and advance shared goals without direct supervisory authority
• Demonstrated…