Manager of Budget & Financial Planning

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Stewardship and Development Full-time Regular Salaried Offsite

2 days ago Requisition

Salary Range: $63,000.00 To $74,000.00 Annually

Updated: September 1st, 2026

Title: Donor Database Manager

Staff Group: Stewardship and Development

Reports To: Director of Development Operations

Location: Open*

Job Category: Program Manager I

Hours/Week: 35

* Location is open in the continental United States. You should have easy access to a major airport due to the travel requirements of this position.

To support the Stewardship and Development team in maximizing philanthropic income with consistent data entry and shared understanding. To maintain the integrity of the Virtuous CRM database, create and administer data entry and data management policies and procedures to ensure accuracy and consistency of data.

• Manage annual documentation audit with Stewardship and Development team
• Ensures database integrity by identifying, implementing, and documenting ongoing data cleanup processes.
• Provides recommendations on general data retention and storage policies.
• Works closely with Senior Director of Operations to craft and implement database policies on data entry, coding, and collection as well as prospect/pipeline management.
• Provides staff trainings on data entry and other policies/procedures, as needed.
• Help Desk
• Answers and tracks incoming calls and e-mail requests for Virtuous CRM assistance
• Monitors Virtuous CRM helpdesk tickets for staff training opportunities
• Directs staff to Stewardship and Development knowledgebase
• Data Hygiene
• Imports new households from Raiser's Edge to Virtuous CRM on a quarterly basis
• Uses Omatic to import household from Raiser's Edge to Virtuous CRM once Omatic integration occurs
• Collaborates with cross-functional teams (primarily Information Technology and Data Services) to efficiently assimilate data on a timely basis from other UUA or outside systems and API connections.
• Monitors data integrity through regular audits, as well as identifying and researching data discrepancies.
• Maintains relevant understanding of data governance and apply to Stewardship and Development database through professional development
• Process Streamlining
• Supports Individual Giving team in integrating and maintaining Gift Ask pipeline into Virtuous CRM
• Supports Gift Processing to streamline gift entry/import from third-party platforms (Mobile Cause, Every Action) and reconciliation processes with Finance.
• Supports Legacy team with email list building
• Develops and maintains communication channels (email, teams, Asana) around Virtuous CRM changes and updates
• Maintains shared Asana calendar
• Drives process change and improvement for acknowledgement letters, receipts and finance reconciliation
• Provides integration support for current (Campaign Monitor, Mobile Cause, Wealth Engine, Zapier) and future software technologies that support fundraising. Generate custom data queries, exports and reports as needed.
• Performs other duties as requested by supervisor, the Vice Presidents, or the President.

This position has a salary midpoint of $74,000. Compensation may vary based on factors such as experience, qualifications, and geographical location, with offers potentially ranging from 10-15% higher or lower than the midpoint. Requirements include:

• Bachelor’s degree or equivalent
• Minimum of 3 – 5 years of Raiser's Edge database experience, including demonstrated experience handling Admin (e.g., global changes, imports) and Config (e.g., attribute and table management) settings. Comparable experience managing other donor CRMs will be considered.
• Profic…