Director of CRM Operations, Data & Reporting

Director of CRM Operations, Data & Reporting

ABOUT THE FOUNDATION

The Lucile Packard Foundation for Children's Health, in partnership with Stanford Medicine and Lucile Packard Children's Hospital, unlocks philanthropy to transform health for children and families in Northern California - and around the world. Through fundraising and grantmaking, the Foundation drives scientific research, innovation, and policy change that will improve care, advance cures, and reform healthcare systems for this and future generations.

MAIN FOCUS: The Director of CRM Operations, Data & Reporting oversees the design, integrity, and optimization of the Foundation’s CRM, translating organizational needs into durable data systems and actionable insights. This role leads a team of data professionals, partners across the Foundation, and plays a central role in the multi-year CRM migration initiative .

LOCATION: Palo Alto, CA (Hybrid strongly preferred). This role is hybrid, with an expectation of working an average of eight (8) days per month in our Palo Alto office; the successful candidate will be based in the Bay Area. Remote-eligible within the U.S. for an exceptional candidate; for remote hires, compensation will be adjusted based on geographic region.

WHAT YOU'LL DO...

The Director of CRM Operations, Data and Reporting connects the over-arching enterprise-wide meaning of data fields in the CRM to key business processes in the Foundation. The Director partners closely with other teams and Advancement Services colleagues to establish durable, regularly updated, robust CRM data structures that support dashboards, lists, reports, and deliver business insights that will drive fundraising success and propel our mission.

The Director supports the Foundation’s data strategy by designing and maintaining data structures, ensuring accurate and timely data flows in and out of the CRM system, and enabling colleagues to leverage data for meaningful insights.

The Director manages a team of data professionals and a project manager; setting standards, delivering timely and high-quality results, and providing opportunities for learning and growth. This role is one of the key leaders of the project team to migrate the current fundraising database to a new platform over the next 2 to 3 years. This role reports to the Associate Vice President, Advancement Services and supervises the Assistant Director, Database Administration, Data and Reporting and the Project Manager, Advancement Services.

The compensation range for this role is $135,000-$155,000 annually.

YOU'LL BE RESPONSIBLE FOR...

• Acting as the Foundation’s primary owner of the fundraising CRM.
• Partnering as a key advisor and lead business analyst with teams across the Foundation to maintain existing and design new data structures that are sustainable.
• Maintaining a holistic view of CRM to ensure robust data structures and that work is not duplicated, ensuring CRM and its use is optimized, standardized, and scalable.
• Leading all data acquisition and data integrity workflows.
• Establishing a culture of shared ownership for data between Advancement Services and subject matter expert/end user teams, including protocols for data structure evaluation and design, proofing, documentation, and maintenance.
• Developing a strong data proofing culture and workflows that the whole team owns, developing checks of all data flows out of CRM, whether regular or ad-hoc data requests.
• Overseeing the building of a long-term sustainable CRM data system by stewarding a culture of effective documentation, cross-training and more.
• Participating in planning and implementation of upgrades; seeking opportunities for automation; partnering closely with IT.
• Recommending new approaches, procedures, and processes to effect continual improvements in efficiency of department and services performed.
• Functioning as a member of the leadership team within Advancement Services; partnering with Prospect Development and Gift Administration as needed.
• Designing, implementing and maintaining a high-quality, Foundation development-wide CRM training program in partnership with Assistant Director of Database Administration.

YOU MUST…