Advancement Operations Specialist

Title:

Advancement Operations SpecialistFLSA Status:
Full-Time Exempt Purpose

The Advancement Operations Specialist is responsible for the systems, data, and operational processes that support Guild's fundraising and donor engagement efforts. This role manages the donor CRM and related technologies, ensures data integrity and accurate gift processing, develops reporting and analytics, and conducts prospect research to support fundraising strategy. Working collaboratively across departments, the Specialist improves operational efficiency, enhances the donor experience, and provides the information and infrastructure needed to achieve fundraising goals.

• Serve as the primary administrator for Bloomerang CRM and related Philanthropy systems.
• Manage system integrations and evaluate new technology solutions to improve fundraising results and operations.
• Ensure data integrity through standardized data entry, regular audits, de-duplication, and internal controls.
• Maintain internal controls to safeguard donor information and ensure compliance with organizational policies and applicable regulations.
• Work with Controller to reconcile gift records and maintain accurate financial reporting.
• Support the annual audit by preparing required schedules, documenting internal controls, and serving as the liaison to Finance.

• Processes and records donations; prepares daily gift reports.
• Serves as a primary point of contact for donor inquiries, providing timely, accurate, and donor-centered service.
• Prepare and distribute gift acknowledgements, tax receipts, and welcome packets.
• Administers pledge reminders and recurring gift processes to support timely fulfillment and prevent lapses in payment information.

• Develop and maintain queries, reports, dashboards, and segmentation lists to support fundraising strategy and decision-making.
• Analyze donor data to identify trends, opportunities, and prospective major gift prospects.
• Conduct prospect research and prepare donor profiles to support cultivation and solicitation efforts.

• Support marketing operations, including list management, segmentation, campaign tracking, and performance reporting.
• Support planning and execution of fundraising and donor stewardship events, including registration, invoicing, payment tracking, secure gift handling and onsite support.
• Develop and improve workflows, standard operating procedures (SOPs), and training materials.
• Train and support staff to ensure consistent use of systems and processes.
• Assist the Chief Advancement Officer with preparation and management of the annual budget and donor communications calendar.
• Promote an inclusive, diverse, culturally competent, and respectful work environment.
• Support and exhibit Guild values of empowerment, dignity, collaboration, innovation, and perseverance.
• Other duties as assigned.

• Detail oriented, self-directed, and results oriented.
• Skilled in CRM systems, data management, business processes and workflow, data analysis, and prospect research.
• Strong ability to analyze data and produce actionable reports.
• Proven ability to manage multiple projects, prioritize tasks, and meet deadlines.
• Ability to reprioritize in response to changing environments and circumstances.
• Ability to initiate and maintain positive, trusting relationships and work effectively across multiple departments and at all levels of the organization.
• Ability to develop and maintain receptive, open, and approachable lines of communication with clients and staff, and provide a friendly environment for visitors.
• Ability to maintain confidentiality of organization, donor, and other information.
• Ability to use sound judgment and maintain healthy professional boundaries.

• Work is performed in an office environment with frequent interruptions.
• Some activities may be required in the community.
• Travel may be required to other program sites.
• Prolonged periods at a desk, working on a computer.
• Manual dexterity for tasks such as data entry and…