Summary: We are seeking an experienced and detail-oriented Donor Engagement Operations Specialist to support and optimize the daily functions of our donor engagement fundraising team. This individual will play a key role in streamlining operations, improving systems, and supporting fundraising efforts through the effective use of Salesforce, Outreach.io, and HTML-based donation pages. The ideal candidate will bring strong technical proficiency, organizational skills, and a passion for improving operational efficiency within a fundraising context.
Key Responsibilities:
- Lead the enhancement and automation of operations workflows for the Donor Engagement Team. This includes developing processes to ensure efficient data management, donor engagement, and campaign tracking.
- Oversee the management of the Donor Engagement Team’s Salesforce operations, ensuring that donor data is clean, up-to-date, and leveraged for segmentation, reporting, and analysis. Work with the team to develop and maintain custom reports and dashboards that support donor cultivation and engagement efforts.
- Manage the implementation and optimization of Outreach.io for the Donor Engagement Team’s communications, ensuring that email and outreach campaigns are executed smoothly. Monitor performance metrics and suggest adjustments for continuous improvement in outreach strategies.
- Oversee the creation and maintenance of HTML-based donation and engagement pages. Ensure pages are user-friendly, visually appealing, and aligned with the organization’s branding and goals.
- Work closely with the fundraising team, data analytics team, and IT department to ensure systems are integrated and processes are aligned across teams. Act as a liaison between fundraising and technical teams to resolve issues and identify opportunities for improvement.
- Provide training and support to team members on tools, systems, and best practices. Ensure all team members are fully equipped to use Salesforce, Outreach.io, and other tools effectively.
Qualifications and Skills:
- Bachelor’s degree
- 2-4 years of experience in operations management, preferably within a nonprofit or fundraising environment. Familiarity with Salesforce and HTML is essential.
- Advanced proficiency with Salesforce (including custom reports, dashboards, and data management).
- Experience with Outreach.io or similar CRM/email marketing platforms is helpful.
- Basic HTML skills or experience working with web development teams to manage landing pages or donation forms.
- Strong MS Excel or Smartsheets skills for data analysis and reporting.
- Experience with automation tools and fundraising platforms is a plus.
Posting Instructions:
- Please provide a cover letter with a resume to be considered. Incomplete applications with missing documentation will not be considered.
- If applying for more than one position, please use the 'Attachment' function to attach a position-specific cover letter.
- Please use your legal names when completing the employment application (No nicknames).
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