Philanthropy Operations and Database Manager

Description

Duties and Responsibilities:

• •Serve as the primary administrator of the Raiser’s Edge donor database, ensuring optimal use, accuracy, and system integrity across the Advancement Office.
• •Oversee all aspects of gift entry, acknowledgment, and processing workflows, partnering closely with the Business Office to ensure timely reconciliation and audit-ready records.
• •Maintain data accuracy through routine audits, clean-up initiatives, and ongoing system enhancements (including constituent records, relationships, and giving history).
• •Build, generate, and maintain regular and ad hoc reports, dashboards, and performance metrics to support leadership, Board reporting, and campaign tracking.
• •Manage key data processes including moves management, salutation updates, soft credits, pledge tracking, and Annual Report data preparation.
• •Support automation of recurring database functions and troubleshoot technical issues across integrated platforms as needed.
• •Ensure the Raiser’s Edge system is used consistently as the central tool for data management, reporting, communication tracking, and advancement operations.
• •Prepare and manage annual reporting for DASL and FCIS.
• •Biographical changes to all RE records.
• •Supporting team with monthly LYBUNT/SYBUNT lists.
• •Building Queries and Managing Data Exports.
• •Owning creation of monthly/quarterly/annual pledge reminders.
• •Financial Reporting for Annual Fund, Capital Campaign, Board of Trustees.
• •Segmented Constituent Reporting.
• •List Serve Pulls.
• •Comparative Reporting.
• •Other duties as assigned

Background Screening Information

Palm Beach Day Academy in Palm Beach, FL has engaged DovetailED to lead a search for a Assistant Director of Annual Giving and Advancement Operations to start immediately. Interested candidates should review the Opportunity Statement and submit a cover letter, resume, and list of references as a consolidated PDF to Zack Lehman, President at DovetailED Talent Sourcing , at [email protected] and Ashlyn Chillemi, Senior Recruiter at [email protected].

Requirements

Basic Qualifications

• •Five or more years of relevant administrative experience, preferably at an independent school or non-profit.
• •An understanding of annual fund, pipeline development, and engagement methods.
• •Comfort in both donor-facing situations and behind-the-scenes planning and execution.
• •A passion for making a difference, connecting with people, and driving results in support of the school’s mission.

Additional Qualifications

• •Bachelor’s degree required.
• •Proficiency using Microsoft Office, especially Excel.
• •Proficiency with donor databases, Blackbaud Raiser’s Edge preferred.
• •Strong interpersonal and communications skills.
• •Ability to work independently as well as in a highly collaborative environment and be flexible in response to evolving priorities.
• •Exceptional organizational and planning skills.
• •Demonstrated ability to effectively manage multiple tasks while being detail focused.