Fundraising Database Manager

Responsibilities

Data Management:

• Administer and maintain the integrity of the data inputted into WHO Foundation’s CRM (Salesforce) and ensure fundraising data records are accurate and up-to-date.
• Work closely with the Operations PMO office and the IT manager, which oversees the overall consistency of the information systems architecture to ensure that Salesforce functionality meet the Foundation’s fundraising needs.
• Ensure that Salesforce is utilised effectively to fully meet the Foundation’s needs, as well as identifying areas for further process development.
• Demonstrate the ability to clean, format, and import data into Salesforce, using input obtained from team members across the Foundation in a timely and efficient manner.
• Liaise with the Operations PMO lead and external consultants and suppliers to support integrations with other fundraising platforms or other services when required.
• Regularly review and update existing data management processes and procedures.
• Provide ongoing training and develop training materials for Foundation newcomers and team members on the effective use of Salesforce and other relevant data procedures, ensuring adoption of best practices.
• Work closely with the Prospect Research team to implement a successful Prospect Management System within the CRM.
• Manages, troubleshoots, and works to resolve data analysis, reporting and systems issues and complexities as it relates to the Development team or data.
• Facilitate discussions between leadership, fundraisers, WHO leadership and other stakeholders to identify needs and develop data structures and a salesforce environment that will support solutions and more effective fundraising.

Reporting and Insights:

• Design and maintain a suite of Salesforce dashboards that provide real-time visibility into fundraising performance, pipeline health, and key KPIs.
• Deliver accurate and timely reporting – both regular and ad-hoc – for senior leadership, fundraisers, and operations teams.
• Develop and refine reporting mechanisms that inform the strategic planning of the EMT, Board, WHO colleagues, Development and Operations team.
• Create complex queries and supporter data selections to meet the needs of fundraising, stewardship, and communications functions.
• Implement and manage data hygiene reporting, regularly monitoring database integrity, sharing insights with colleagues, and partnering with them to strengthen data quality across the Foundation.

Gift Processing:

• Ensure that the rules defined for cultivation processes are applied consistently by all fundraisers and partner with the Finance team to ensure reconciliation with our financial accounts.
• Work closely with the Legal function to ensure accurate donor research records and due diligence are properly conducted and recorded.
• Conduct quality checks to ensure the Foundation maintains accurate electronic records within the CRM of all gifts made to the Foundation, including the storage of important documents such as gift agreements and due diligence reports (liaising with the Legal team), which pertain to the Foundation’s relationship with our supporters and stakeholders.
• Work with the Ops teams to manage an effective system for tracking overdue/outstanding pledge instalments and payments for the Foundation to be followed up.

Skillset

• Bachelor’s degree in any academic field.
• Minimum of 7+ years of relevant professional experience in a Database Management role within a fundraising organization.
• Agile and IT-savvy approach with a demonstrable record of success in working with CRMs. Candidates with significant experience in Salesforce preferred.
• Experience of relationship building and management with various stakeholders internally and externally.
• Demonstrated success in building data analytics and reporting frameworks to support fundraising pipelines and reporting.
• Strong stakeholder engagement skills; able to translate diverse needs into effective technical solutions.
• Experience training colleagues, developing process documentation, and managing projects.
• Excellent written and verbal communication skills in English; knowledge of French or other UN languages is an asset.
• Detail-oriented, organized, and adaptable, with the ability to prioritize multiple tasks in a fast-paced environment.
• Familiarity with data privacy, GDPR and compliance in global fundraising context.