The Manager, CRM (Constituent Relationship Management) will serve as the organization-wide professional who is responsible for donor database and relationship management, reporting, training and documentation. This candidate will drive optimization in an effort to evolve our work to maximize giving to more fully achieve our mission and vision. The successful candidate will have a strong background in database management and experience working in nonprofit institutions. The Manager, CRM will report to the Director of Development.
Complete the transition to a new donor database platform, Donor Perfect Online.
Manage the ongoing maintenance of the donor database and ensure its accuracy and integrity.
Ensure that the donor database meets the ongoing needs of the organization through formal reviews.
Develop and oversee new data entry procedures that ensure consistent standards for donor data.
Train staff and volunteers (as required) on data entry practices, and provide the Development team with regular updates on data management.
Donor Cultivation and Stewardship
Drive monthly prospect review sessions with development team and update records as appropriate.
Develop and communicate policies and procedures for prospect assignment, management, moves entry, and coding. Implement changes as necessary to increase efficiencies.
Track donor cultivation and stewardship activities and provide updates to board, leadership and staff.
Create mailing lists for campaigns and events; segmenting lists based on analysis and insight.
Leverage and analyze data to provide insight into campaign effectiveness and future opportunities.
Take on role in cash management process as necessary based on process set forth by the organization.
Oversee financial reconciliation in collaboration with Finance to ensure all gifts and pledges are properly recorded.
Track development department expenses against budget.
Ensure accurate gift entry, appropriate acknowledgement of all donations, and approval of all matching gift requests.
Regularly review and revise gift acceptance policy and gift entry and acknowledgement procedures, in consultation with the finance and the development team.
At least three years of demonstrated success in nonprofit database administration, preferably in development and fundraising.
Background in Salesforce, Raiser's Edge, Little Green Light and/or Donor Perfect Online (preferred).
Ability to analyze data and provide data-driven insights and recommendations.
Extraordinary organizational and communication skills, with a meticulous attention to detail.
A criminal and Motor Vehicle record which meets company standards.
A valid Driver’s license.
Verified legal status to work in the United States.
Competencies and Certifications
Complete all mandatory new hire requirements and training as identified by KESHET’s training requirements within 90 days of hire and maintain courses and certifications as required.
Maintain skills with computers, take advantage of new technology, learn new tools quickly, use technology to enhance job performance and increase productivity. Maintain current understanding of technical processes/equipment. Have knowledge of nonprofit financial processes and ability to reconcile donations with accounting staff.
From its core programs for children and adults with intellectual challenges in the Chicago area, to its international consulting work, Keshet serves over 1,000 individuals with disabilities and touches the lives of many more family members, peers, supporters, and other stakeholders around the globe.
Keshet’s local leadership, comprised of nearly 100 lay leaders from all walks of life, provide the inspiration, direction, and funding required to fulfill the organization’s mission: to do whatever is necessary to allow individuals with disabilities to achieve their potential.