Development Data and Gift Management Analyst at The Barnes Foundation

Education/Training/Experience: 

• Bachelor’s degree. 
• The full-time equivalent of three to five years of related professional experience; experience in a development or finance office or related field required.
• Experience preferred with database applications and their reporting tools; Salesforce, Apsona, Raiser’s Edge 7 (“RE”), Raiser’s Edge NXT, Tessitura, Altru or similar platform. SQL knowledge OR a ticketing service software also helpful. 
• Experience with Jira project management, or other tools that support agile methodologies.
• Skilled in Microsoft Office with advanced working knowledge of Excel and Word and the ability to use them to draft and publish new or edit existing documents and reports including pivot tables.
• Experience using or willingness to learn Microsoft Teams. 
• Experience creating database queries, reviewing, interpreting and synthesizing a large volume of data into clear, concise communication.
• Knowledge of the principles, methods, and practices of the fundraising profession in general; knowledge of techniques and resources in the fields of philanthropy, business, or museum management
• Reliably able to handle sensitive and confidential information with integrity and a detail-oriented and resourceful problem-solving approach.
• An inquisitive nature, strong track record of creative problem solving, self-motivated and comfortable working both independently and collaboratively as a team in a fast-paced, deadline-oriented environment.

Physical Demand Analysis:   

• Physical Requirements:  Lifting up to 10 lbs.  80% of day sitting required.
• Visual Requirements: Extensive computer use.
• Hearing Requirements:  Phone use
• Working Conditions:  Position operates in an environment that is generally free of noise, dust, temperature extremes or other hazards.

Job Specific Competencies:

Gift Processing (50%):

• Collects donations received by Development and other departments; evaluates, sorts and batches all donations made to the Barnes Foundation on a daily basis for entry into the system. Confirms receipt of donations and applies gifts appropriately to donor records.
• Works directly with the Finance Office through daily/weekly gift reports, annual audit, and as needed, entering gifts received outside the normal course of business; assists in performing weekly and monthly reconciliation.
• Creates and maintains all Campaign and codes in Salesforce in accordance with appropriate taxonomy and fundraising initiatives; collaborates with appropriate development officer and with Finance Office when needed. 
• Works closely with Membership program to ensure that all solicitation, benefits and other pertinent information is captured on constituent profile records. 
• Scans documents and uploads to Salesforce or to TEAMS as required.
• Receives all returned mail and enters or distributes for entry and update as appropriate.

 

Data Integrity (25%):

• Maintains and creates Salesforce records with accurate names, constituent categories, phones, emails, addresses, salutations, relationships, interests, education, and other attribute qualities related to constituent profile.  
• Coordinates and maintains the necessary coding associated with key predictors assigned to a constituent record for use in segmentation for appeals, event attendance and data models.
• Performs routine data imports and updates in mass or individually including prospect wealth and analytic screenings, address appends and other data points as contracted with 3^rd party vendor. 
• Collaborates with Director of Development Services and IT Business Systems to automate the flow of data between various system software including Acme ticketing, Acoustic and Salesforce.  
• Suggests changes in procedures for improved efficiency; implements changes to office procedures as directed by the development services staff as needed; maintains procedure manuals related to areas of responsibility; advises other staff as appropriate on administrative procedures.

 

Development Operations and Other Duties (25%):

• Generates reporting on all Development activity for all internal audiences, board of trustee and committee meetings and reporting obligations to funders for individual and institutional donations. 
• Supports donor recognition process by executing reporting and generating lists for donor reports and listings for annual reports, donor communications, mailings and on-site publications and signage.
• Supports onboarding of new Development staff members by providing access, training and use of database and other software applications.  
• Supports donation management and compliance of department policy and procedures. Includes creating coding, creation of dashboards and oversight of donation integrity measures, such as tracking funding restrictions or ensuring fund codes and appeal codes are applied correctly.

 

Organization-Wide Competencies: 

• Effective Resource Use: Develops strategies and makes decisions that use time and resources wisely, manages resources effectively.
• Customer Focus: Demonstrates desire to help or serve others; identifies, anticipates and addresses internal and external needs; does what is necessary to ensure satisfaction.
• Problem-solving: Identifies problems and/or challenges.  Weighs pros and cons of all possible solutions.  Involves other in developing creative solutions to problems.  Makes innovative use of computers and other information technology to contribute to problem solving.  Produces practical solutions after carefully considering risks and alternatives.  Willingly incorporates new and different information as it becomes available.        
• Relationship building:  Effectively builds and maintains harmonious, professional, respectful and productive relationships within The Barnes Foundation, professional field and community.  Effectively works in a team setting.  Communicates honestly and directly; shows diplomacy and tact.  Uses appropriate channels of communication.
• Professional Presentation:  Complies with organization policy and procedure.  Demonstrates self-awareness and understanding of others; listens well; perceives emotions, concerns and interests accurately, and uses these skills to advance The Barnes Foundation mission; creates a healthy work environment; shows composure; and respects people of different cultures, ages and genders.
• Active Learning:  Demonstrates curiosity and initiative to seek information; seeks to understand The Barnes Foundation business and outside factors that impact it; learns from best practices and generates fresh approaches; learns from experience and others; acquires skills; seeks feedback and advice resulting in improvement.
• Initiative: Takes calculated risks and does things that are new, different, or out of the box when necessary to reach goals, speaks up, asserts oneself, makes tough decisions in a timely manner; takes responsibility for outcomes.
• Ethics:  Demonstrates ethical business practices; demonstrates and conducts oneself in a manner consistent with the organization’s mission statement and core values.
• Promotes the continuous growth of the Barnes Foundation.
• Interacts and communicates with fellow employees in a manner that promotes a harmonious and cooperative working environment in accordance with our Core Values.

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This job was sourced via MuseWeekly.