Lead the annual fundraising planning process, translating historical performance and pipeline data into clear revenue outcomes and strategic assumptions.
Serve as a strategic analytical partner to senior leadership through reports and spreadsheets, helping them derive actionable insights from data.
Identify technical improvements year over year and create and drive solutions.
Design and maintain performance reporting that promotes accountability and timely course-correction across the Development team.
Collaborate with finance team to build detailed full-year revenue projections, aligned with current and historic pipeline performance.
Lead monthly and annual pipeline / revenue reviews, synthesizing data into clear narratives and recommended actions for leadership.
Identify emergent technical issues and create and drive solutions within existing systems and processes.
Track progress and promote accountability of development team members.
Collaborate with finance team to update existing revenue projections.
Build and continuously improve reporting in CRMs and google sheets, increasing the speed, clarity, and confidence with which organizational financial health can be assessed.
Build and improve forms, reports, and dashboards to increase development, community engagement and alumni, and corporate partnerships team members’ access to and utilization of Thrive’s data systems.
Identify barriers to data adoption and proactively drive solutions that increase usability.
Deepen use of existing tools and increase automation.
Conduct all gift processing, acknowledgments, and processing payments for the Development Team.
Own the integrity, analysis, and reporting of donor and prospect data, regularly auditing for quality and surfacing insights that inform cultivation and solicitation strategy.
Pull customized reports and donor lists for evaluation of prospects, updated revenue projections and other Development outreach, including regional events and donor communication.
Lead implementation and ongoing training efforts to plan, test, deploy, and support systems or tools as they are introduced.
Mentor and supervise staff in operational roles in systems utilization and data reporting.
Support sustained training that helps staff not just access data, but understand, interpret, and apply insights in their day-to-day work.
Oversee administration of the organization’s primary fundraising and CRM systems (currently Salesforce), ensuring data structures, permissions, and automations support accurate reporting and strategic analysis.
Lead and manage processes to solve complex business problems, develop innovative solutions, and ensure data collection and management that serves fundraising execution and success.
Requirements
2-5 years of professional experience
2+ years of experience working as a system administrator with the Salesforce.com platform or another database platform
A successful track record in setting priorities, managing relationships and ability to prioritize, negotiate and work with a variety of stakeholders/partners
Excellent written and verbal communications skills, and the ability to synthesize complex qualitative and quantitative information
Ability to quickly grasp needs and implement relevant solutions in a timely manner with close attention to detail and accuracy
High level of learning agility and resourcefulness
Excellent workflow management skills
Ability to work effectively with individuals of diverse identities and contribute to an inclusive work environment
Alignment with Thrive Scholars’ mission and values