Gifts & Records Entity Data Manager

Classification

Title:

Manager, Gifts & Records

Bachelor’s degree in an appropriate area of specialization and two years of relevant experience; or an equivalent combination of education and experience.

Job Description:

Join a mission-driven organization where data excellence powers meaningful engagement and impact. As our Entity Data Manager, you will play a pivotal leadership role in ensuring the accuracy, integrity, and reliability of constituent and organizational data across the enterprise. This is an exciting opportunity for a data-savvy professional who thrives on solving complex challenges, uncovering trends, leveraging technology and automation, and driving continuous process improvement.

You will lead data quality initiatives, oversee critical record management operations, develop best-in-class governance practices, and collaborate with stakeholders across the organization to enhance CRM performance and decision-making. If you are passionate about transforming data into a strategic asset, enjoy balancing analytical problem-solving with operational leadership, and want to make a lasting impact, we encourage you to apply.

• Manage daily operations related to constituent and organization records.
  • Ensure small-scale entity-related data submissions are completed accurately and in accordance with established service standards.
  • Review incoming data for completeness, accuracy, and adherence to established standards and business rules, identifying inaccuracies such as typographical errors, missing information, duplicate records, and inconsistencies.
  • Evaluate large data submissions and communicate anticipated completion dates. Assign large projects to available staff as needed to ensure project completion.
  • Leverage operational data, reporting and technology-enabled analysis to identify recurring trends, emerging issues and opportunities for process improvement, and translate findings into appropriate operational actions.
• Establish service standards for record maintenance activities.
  • Ensure timely and accurate processing of all biographical and organizational updates.
• Lead regular audits of constituent and organization records and lead data cleanup and remediation initiatives.
• Monitor data quality metrics, evaluate material trends and direct appropriate corrective action.
• Lead duplicate prevention, record consolidation and entity resolution activities, including review and resolution of complex record merges as needed.
• Establish processes to improve the completeness, accuracy, and reliability of advancement data.
• Serve as escalation point for complex entity management issues.
• Work collaboratively with users throughout Advancement to promote adherence to data standards.
• Coordinate data-related training and educational resources for advancement users.
• Maintain knowledge of industry best practices related to CRM data management, data governance, and constituent information management.
• Support audit, compliance, and reporting activities as required.

• Partner with Development Information Systems to define business needs and advise on data integrations and interfaces.
• Participate in testing, validation, and implementation of system enhancements affecting entity data.
• Oversee investigation of data exceptions originating from integrations and automated data loads, determine appropriate business-side resolution, and elevate system issues as needed.
• Assist in resolving interims for biographical integrations, like student data loads, during periods of high volume.
• Ensure entity-related data flows support institutional reporting, fundraising, engagement, and stewardship efforts.
• Contribute to business requirements development for CRM enhancements and data-related projects.

• Recommend enhancements to business rules and record management practices.
• Partner with departmental leadership to identify governance needs, resolve data ownership issues and support implementation of approved Advancement data governance policies within entity data operations
• Support governance committees and stakeholder groups through research, documentation, and policy recommendations.
• Serve as subject matter expert on constituent and organization data standards.
• Identify and evaluate opportunities to streamline entity data operations through process improvement, automation and emerging AI capabilities, and provide business requirements and validations for…