Data and Portfolio Manager

Responsibilities

• Ensure that Private Philanthropy and Integrated Partnerships teams are using Salesforce in a standardized way.
• Oversee the correct input and tracking of data into Salesforce CRM by both teams, maintaining data integrity and accuracy.
• Develop and implement best practices for data management and usage across teams.
• Provide training and support to PPH staff on data management best practices and the use of Salesforce CRM.
• Serves as the liaison with the Business Systems Team for PPH.
• Create and maintain comprehensive reports and dashboards in Salesforce CRM to support fundraising efforts.
• Provide regular and ad-hoc reporting to the Senior Directors of Private Philanthropy and Integrated Partnerships teams.
• Analyze donor data to identify trends and opportunities for growth.
• Collaborate with the Director of Pipeline Development to generate insights that inform strategic decision-making.
• Manage the assignment of new major donors and major donor prospects to Major Gift Officers.
• Monitor and evaluate performance of assigned portfolios, ensuring optimal distribution of prospects and donors.
• Regularly review and adjust portfolios to maximize fundraising potential and efficiency.
• Collaborate with Major Gift Officers to develop personalized engagement plans for major donors.
• Track and report on the progress of donor cultivation and solicitation activities.
• Provide support to Integrated Partnerships on portfolio management as needed.
• Other duties as assigned.

Skillset

• Minimum 7 years of experience in data management and reporting, preferably in a nonprofit fundraising environment. Bachelor’s degree in a related field preferred.
• In lieu of education/degree requirements a successful candidate will:
  • Have a portfolio of research work representing research that led to valuable insights or experiences, including research goals, methodologies, the process followed, your role, data visualizations, and articulated insights.
• Ability to collaborate effectively with diverse teams and roles.
• Proactive mindset and willingness to take risks and learn from setbacks.
• Strong relationship-building skills and adaptability.
• Value diversity and take pride in cultivating an atmosphere of inclusion and various perspectives.
• Demonstrates passion for U4U’s mission and understanding of refugee issues and global affairs.
• Proficiency in Salesforce CRM, preferably in non-profit environment (NPSP).
• Experience in generating reports and dashboards for senior leadership.
• Detail-oriented with a high level of accuracy.
• Understanding of major gift fundraising processes and best practices.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Sound judgment and emotional intelligence when interacting with colleagues, peers, and vendors.