Director of Resource Development Operations
2 days ago
Rochester
Job Description COMPANY SUMMARY Join United Way of Greater Rochester and the Finger Lakes and become part of a collaborative, mission-driven team dedicated to creating lasting impact across our community. Guided by our values of integrity, action, caring, and teamwork, we foster a welcoming and inclusive culture where employees are encouraged to bring their authentic selves to work and grow professionally. We offer competitive benefits, generous paid time off, retirement and wellness programs, hybrid work flexibility, professional development opportunities, and meaningful ways to give back while building strong connections with colleagues who are passionate about making a difference. Position Summary The Director, Resource Development Operations, serves as a key strategic and operational partner to the Chief Development Officer (CDO), helping drive the effectiveness, efficiency, and performance of United Way?s Resource Development function. This role provides department-wide leadership for Resource Development operations, revenue analytics and forecasting, data and CRM systems, performance management, and shared development support functions. The Director partners closely with fundraising leaders across Corporate Giving/Strategic Partnerships, Individual Giving, Regional Giving, and Grants & Foundations to translate strategy and data into action, strengthen systems and processes, and ensure the department has the infrastructure and resources needed to achieve its revenue goals. Essential Functions Resource Development Strategy & Operations • Partner with the CDO and Resource Development leadership team to coordinate department priorities, timelines, processes, meetings, and commitments and ensure effective execution and follow-through., • Lead department-wide planning, operating processes, workflows, calendars, and communication practices that strengthen coordination, accountability, and efficiency., • Serve as an operational resource to Resource Development leaders and staff, helping resolve cross-team issues, remove barriers, and coordinate shared priorities., • Support the CDO with department planning, staffing, goal setting, organizational change, special initiatives, and other leadership priorities., • Make decisions within assigned operational, data, systems, and administrative responsibilities consistent with organizational policy and delegated authority. Revenue Strategy, Analytics & Performance • Partner with the CDO and Resource Development leadership team to support achievement of overall department revenue goals across Corporate Giving/Strategic Partnerships, Individual Giving, Regional Giving, and Grants & Foundations., • Lead the development and ongoing improvement of department-wide revenue dashboards, reporting, forecasting, and performance measures that provide visibility into goals, actual revenue, pipeline, trends, risks, and opportunities., • Establish consistent reporting practices, definitions, performance measures, and review cadences to support informed decision-making and accountability., • Analyze revenue performance, donor and partner trends, portfolio movement, retention, acquisition, pipeline activity, grant performance, and other key indicators to identify opportunities and risks., • Facilitate regular revenue and forecast reviews with the CDO and Resource Development leadership team and translate data into actionable strategies and adjustments., • Support annual revenue goal setting, forecasting, scenario planning, campaign planning, and long-range Resource Development strategy. Data, Analytics, CRM & Systems • Own Resource Development?s data, analytics, business intelligence, CRM, and fundraising systems strategy and execution, using these capabilities to improve decision-making and revenue performance., • Develop and maintain dashboards, reports, scorecards, portfolio analyses, pipeline reports, campaign analyses, and fundraising forecasts that provide timely and actionable insight across revenue streams., • Lead CRM optimization, including reporting architecture, fundraising workflows, data structures, system enhancements, testing, data migration, and ongoing system improvements., • Partner with Information Technology and external implementation partners to address Resource Development system needs and ensure effective implementation and optimization., • Establish and promote consistent data entry, data governance, reporting definitions, documentation, and performance measurement practices., • Use donor and partner data to support segmentation, prospect prioritization, portfolio balancing, cultivation, solicitation, stewardship, and marketing strategies., • Provide customized analytical and decision support to fundraising leaders, the CDO, executive leadership, Board committees, campaign leadership, and volunteer leadership as needed. Leadership of Shared Resource Development Functions • Directly supervise, coach, develop, and evaluate the Prospect Research Manager, Donor Stewardship Coordinator, and Grants and Foundation Relationship Manager., • Establish clear goals, priorities, service expectations, work plans, and performance measures for direct reports and department-wide operational, data, analytics, and systems work., • Ensure shared support resources are deployed strategically and equitably across Resource Development functions based on organizational priorities and revenue opportunity., • Foster effective coordination among prospect research, stewardship, data and analytics, CRM/systems, and grants and foundation functions., • Ensure shared support functions complement, rather than replace, the ownership of donor, corporate, regional, and partner relationships held by fundraising staff. Grants & Foundation Fundraising • Provide leadership, accountability, and strategic support for institutional grant and foundation fundraising through direct supervision of the Grants and Foundation Relationship Manager., • Ensure grant and foundation goals, pipeline, submissions, awards, renewals, reporting requirements, and forecasts are incorporated into overall Resource Development revenue planning and performance management., • Partner with the CDO, Grants and Foundation Relationship Manager, Community Impact, Finance, and organizational leaders to align funding opportunities with United Way priorities and programmatic needs., • Leverage organizational and community data to strengthen grant proposals, diversify institutional funding opportunities, improve pipeline visibility, and increase grant revenue. Financial & Administrative Operations • Partner with the CDO and Finance to monitor Resource Development budgets, expenses, revenue reporting, and financial processes., • Support development of the annual Resource Development operating budget and monitor spending against approved plans., • Review and approve authorized Resource Development purchase orders, invoices, and other departmental expenditures in accordance with organizational policies and delegated authority., • Identify opportunities to improve efficiency, strengthen internal controls, reduce duplication, and make effective use of departmental resources. Organizational Leadership & Collaboration • Serve as a member of the Resource Development Leadership Team, partnering with fundraising leaders to align strategy, operations, data, systems, revenue goals, and execution., • Build strong working relationships across Corporate Giving/Strategic Partnerships, Individual Giving, Regional Giving, Grants and Foundations, Community Impact, Marketing & Communications, Finance, Operations, Information Technology, and other functions., • Help ensure fundraising teams have the research, stewardship, data, systems, reporting, and operational support needed to focus on relationship management and revenue generation., • Promote a culture of collaboration, accountability, data-informed decision-making, continuous improvement, and shared ownership of results., • Represent Resource Development in internal meetings, strategic initiatives, and committees and may represent the CDO when specifically delegated. Skills & Competencies • Strategic and operational leader with the ability to translate Resource Development priorities into effective plans, processes, systems, and measurable outcomes., • Results-oriented with strong accountability for department-wide revenue performance, operational effectiveness, and execution., • Data-driven decision maker with strong analytical and business intelligence skills and the ability to translate complex fundraising data into actionable insights and strategies., • Strong financial and business acumen, including revenue forecasting, budgeting, scenario planning, performance management, and resource allocation., • Advanced CRM, data management, reporting, and systems expertise, with the ability to optimize technology and processes to improve fundraising performance., • Strong organizational design and process improvement skills, with the ability to establish scalable workflows, standards, operating rhythms, and accountability practices across a complex department., • Strong leadership skills, including coaching, developing, motivating, and holding team members accountable for performance and results., • Highly self-directed and proactive, with the ability to work independently with little to no direction, anticipate organizational needs, identify opportunities, and take initiative to drive results., • Excellent project management, communication, facilitation, and influencing skills, with the ability to coordinate priorities and build alignment across multiple teams and levels of the organization., • Strong strategic partnership skills, with the ability to advise the CDO and Resource Development leadership team and provide credible data, operational, and business insight to senior leaders., • Strong change management and continuous improvement skills, with the ability to lead implementation of new systems, processes, and ways of working., • Demonstrates sound judgment, professionalism, integrity, adaptability, and commitment to United Way?s mission and values. Education & Experience Required • Bachelor?s degree in business, nonprofit management, fundraising, data analytics, organizational management, or a related field, or an equivalent combination of education and experience., • 8+ years of progressively responsible experience in nonprofit fundraising, development operations, business operations, analytics, CRM/data management, or a related field., • Demonstrated experience leading cross-functional initiatives and managing department-wide operations or support functions., • At least 3 years of experience supervising and developing professional staff., • Experience with CRM systems, fundraising databases, reporting, analytics, dashboards, and data-informed decision-making., • Experience working collaboratively with executive leadership and across multiple organizational functions., • Experience with grants and foundation fundraising preferred. REPORTS TO: Chief Development Officer SUPERVISORY RESPONSIBILITY: Yes WORK SCHEDULE AND TRAVEL: Hybrid. Local and regional travel may be required. Some early morning, evening, and occasional weekend meetings or events may be required. FLSA CLASSIFICATION: Exempt SALARY RANGE: $85,000 to $91,000 • The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered.