Manager, Advancement Systems – Analytics

Role Overview

• Serve as primary administrator for Salesforce supporting Advancement activities
• Manage system configurations aligned with fundraising workflows
• Maintain dashboards and reports for Advancement leadership
• Implement system improvements to enhance usability and effectiveness
• Coordinate structural/architecture changes with CRM Architecture Lead and governance processes
• Ensure alignment with enterprise data architecture standards
• Manage user permissions and access controls
• Support onboarding of new Salesforce users
• Monitor system performance related to fundraising workflows
• Act as primary steward of Advancement data quality within Salesforce
• Monitor completeness and consistency of donor and prospect records
• Identify and resolve duplicate records
• Implement best practices for data entry and record management
• Conduct periodic data health audits to identify systemic issues
• Partner with leadership to strengthen data policies and practices
• Ensure alignment with organizational data governance standards
• Develop and maintain Salesforce reports and dashboards
• Provide visibility into pipeline health and donor engagement activity
• Support leadership in tracking progress toward fundraising goals
• Build reporting frameworks for decision-making
• Analyze fundraising performance and donor engagement patterns
• Surface insights to improve portfolio management and pipeline progression
• Partner with Strategic Philanthropy and Community teams on workflow alignment
• Identify opportunities to improve system processes
• Recommend and implement system enhancements
• Serve as primary Salesforce resource for Advancement staff
• Provide training and guidance on system usage and best practices

Requirements

• Salesforce Certified Administrator (required)
• Advanced Administrator, Platform App Builder, or Salesforce Business Analyst (preferred)
• Deep knowledge of Salesforce NPSP (donations, householding, affiliations)
• Advanced reporting and analytics experience, including: Salesforce Reports & Dashboards, PowerBI, Apsona, Multi-Step Reporting, Declarative Lookup Rollup Summaries (DLRS)
• Expertise in data hygiene and system auditing tools: DataLoader, Apsona, Field Trip
• Experience integrating Salesforce with: Wealth intelligence tools (e.g., Wealth-X), Digital fundraising platforms (e.g., Funraise), Event management systems (e.g., Cvent), Marketing and communications (e.g. Mailchimp)
• Experience automating workflows within Salesforce
• Ability to manage end-to-end data flow from lead acquisition to gift recognition
• Strong CRM system management experience in complex organizations
• Experience in nonprofit fundraising or advancement environments (preferred)

Benefits

• extensive benefits package
• generous paid time off including vacation, sick, and holidays.