Advancement Database Manager
7 days ago
Dallas
Job Description POSITION DESCRIPTION The Advancement Database Manager is a full-time year-round position and reports directly to the Director of Advancement Services. Major responsibility of the position is to serve as the Office of Advancement data guardian and information systems manager. This individual’s primary responsibility is to manage the gift entry, acknowledgement and reporting process as well as insuring data integrity. The Database Manager also works with the Data Strategy Team and other departments within the school as needed on all matters regarding the database. The overall success of the Advancement Office depends on teamwork and collaboration. This position requires the Advancement Database Manager to work closely with other members of the Advancement Team and the Data Strategy Team to ensure effective, consistent application of data entry and gift recording processes; information systems management; and financial reporting. ESSENTIAL FUNCTIONS This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. • Responsible for maintaining an accurate Raiser’s Edge database for the School, and for all Raiser’s Edge functions, including data entry, gift processing, statistical reports and analysis., • Oversee day-to-day gift processing and data entry management, including entry, recording, processing, acknowledging of all contributions to the School (Parish Fund, Campaign, Gala and Boosters)., • Communicate with donors and Business Office in regards to gifts of securities., • Maintains all individual and organizational records, inputting and updating biographical, education, geographical, professional, financial and other information; oversees alumni roll-over and new family records annually., • Works with Advancement Team to maintain accurate and timely gift entry and acknowledgement processes., • Creates daily, weekly, monthly and annual reports for Development and Business Offices, including reports for the Annual Report, Fiscal Year Audit, INDEX, CASE/NAIS, etc., • Reconcile gifts on a monthly basis with the Business Office, • Works in collaboration with the Director of Advancement Services to track all donor actions in Raiser’s Edge, including utilizing the prospect tab., • Collaborates with Admissions, Registrar, IT, Human Resources, Business, and Communications offices to ensure RE database information of all constituencies is entered in a timely manner and remains up to date., • Produces and maintains lists for all mailings and communications., • Generates and manages pledge reminder process and letters., • Develops and maintains a dynamic list of policies, procedures and regulations for the Raiser’s Edge database and its use., • Serve as the “go to” resource in all questions relating to the Raiser’s Edge database and seek to educate the rest of the staff as to the full functionality of the software; trains and oversees other Development staff in proper use of database., • Serves as the main point person for WealthEngine and all donor/prospect screenings, • Maintain history, purpose and designation of restricted gifts., • Evaluate and update the Advancement Office’s business practices to strengthen the way in which data is inputted, maintained and reported and assure that the office is fully utilizing the available technology., • Design and implement procedures, processes, reports and policies that ensure date integrity and leverage the School’s resources., • Serve on the Data Strategy Team and participate in its meetings. QUALIFICATIONS/EXPERIENCE • Bachelor’s degree preferred, • A minimum of two to four years’ experience in a similar position preferred, • Computer proficiency, including Microsoft Office (Word, Excel, PowerPoint, Outlook) Zoom, and Internet tools, • Knowledge of development software (preferably Raiser’s Edge) and broad understanding of the technological tools available to development offices., • Ability to use basic office equipment, • Excellent written and verbal communication skills., • A team player with strong interpersonal skills to productively, professionally and empathetically communicate with students, parents, the entire school community and wide variety of school constituents., • An extremely well organized, detail-oriented individual who has a high energy level together with an accompanying sense of urgency., • Bright, hardworking and enthusiastic with a serious commitment to excellence., • Ability to prioritize and plan work activities as to use time efficiently., • Effective problem solving and analytical ability, • Ability to work in and lead a team, • Contribute positively to employee morale; maintain a positive, pleasant demeanor to all constituencies., • Commitment to positive and active participation in the life of the school., • A person of unquestioned integrity who has an impeccable reputation, who honors commitments, and who deals with people in a straightforward and personal way, • Ability to meet physical and mental requirements of the position., • Be a motivated collaborator, possess a strong work ethic, and have a positive spirit. SPECIFIC SKILLS/ABILITIES Marginal duties of this position include the following. Employees in this position perform some or all of the following tasks. Other duties may be assigned. • Show a demonstrated commitment to belonging and inclusion (e.g., familiarity with concepts; evidence of relevant personal growth; examples of relevant practice, etc.)., • Be a motivated collaborator, possess a strong work ethic, and have a positive spirit., • Promote the School’s mission statement and educational philosophy. TRAINING AND MARGINAL DUTIES • Participate in all requisite School trainings., • Attend required staff development, training sessions, and conferences throughout the year., • Attend periodic in-service meetings., • Attend Chapel., • Attend Department & Team Meetings., • Attends school events as requested., • Ability to periodically support before and after-school or weekend events., • Acknowledge receipt of the current Employee Handbook and are responsible for reviewing the contents and abiding by rules, policies and procedures stated in the Handbook or otherwise by the School. PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT • Regularly works in standard office conditions and climate., • Regularly uses close and distance vision, including working at a computer screen for extended periods of time; ability to observe students from various distances., • Frequently required to move around the campus/office/classroom; works at a desk for extended periods of time., • Ability to occasionally move items weighing up to 30lbs. across the campus/classroom/office., • Ability to maintain appropriate boundaries with students, fellow staff and community members. LIMITATIONS AND DISCLAIMER The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. This job description reflects administration’s assignment of essential functions; and nothing in this herein restricts administration’s right to assign or reassign duties and responsibilities to this job at any time. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis. ABOUT PARISH EPISCOPAL SCHOOL Founded in 1972, Parish Episcopal School is a leading, co-educational (PreK – 12th grade) college preparatory independent school in Dallas, Texas, serving approximately 1220 students of all faiths. Inspired by its values of Wisdom, Honor and Service, the School’s inclusive Episcopal community guides young people to become creative learners and bold leaders prepared to impact our complex global society by realizing and fostering their passions in a warm, joyful and balanced learning environment, and engaging them in challenging core curriculum and strategic programs that develop and inspire. Educational Purpose & Philosophy We develop good human beings: prepared, passionate, principled. • DEVELOP We are educators, mentors, coaches and guides – dedicated to developing the unique potential of every student on our care., • GOOD HUMAN BEINGS At Parish, we aim to develop young people formed intellectually, emotionally, socially, physically, spiritually and morally., • PREPARED Preparation is key to success in a complex and ever-changing world. At Parish, we equip students with the knowledge, skills and mindsets they’ll need to navigate life’s challenges and accomplish their goals and dreams., • PASSIONATE Passion is fuel for a joyful life. At Parish, we help students uncover what excites and inspires them – so they feel more alive, more fulfilled and more excited about the future. The School believes that each individual is entitled to equal employment opportunity without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, veteran status or any other characteristic protected under federal, state, or local anti-discrimination laws. The School’s equal employment opportunity practices extend to recruitment, hiring, selection, compensation, benefits, transfer, promotion, training, discipline, and all other terms, conditions, and privileges of employment. All Employees are responsible for complying with the School’s equal employment opportunity policy.