POSITION SUMMARY: The Lead Development Associate supports the Development team’s data management systems, produces database reports, implements donor acknowledgement systems, and supervises and trains Donor Services staff and volunteers. This person is accountable for maintaining high standards in data entry, donor relations and customer service. This person works closely with and is supervised by the Individual Giving Director and is a key participant in building positive relationships with supporters, in maintaining efficiencies in our data entry and reporting systems, and serves as backup to the Individual Giving Director. Supports the mission, values, goals and philosophy of Seattle Humane.
PRIMARY OFFLINE AND ONLINE DATABASE MANAGEMENT DUTIES:
- Oversee the day-to day-activities of the Donor Services team and responsible for setting priorities for the week.
- Works with the Individual Giving Director and the Data Analyst to implement and adhere to data entry and donor relations procedures.
- Leads the Donor Services team to ensure efficiencies and trains them to perform complex transactions as needed.
- Ensures timely response to all gifts given to the organization via mail, phone, online, on campus, internally, and at events.
- Manages special projects as necessary assigned by the Individual Giving Director, Development Director, Chief Advancement Officer, CFO or CEO.
- Helps maintain both the offline and online donor management software programs and is a key member of the database management team.
- Prepares large data and export files, verifies accuracy, and then ensures readiness for import into the database and/or proper format of exported data.
- Performs all duties of the Development Assistant team positions as needed.
- Creates and updates all donor files in an efficient and effective manner.
- Produces accurate and verified acknowledgments to all contribution gifts in an appropriate and timely manner.
- Processes fundraising revenue and reconciles accounts with Finance team.
STAFF & VOLUNTEER SUPERVISORY DUTIES:
- Supervises Donor Services staff and volunteers.
- Helps to train, schedule, and motivate staff and volunteers to provide for their growth and to maximize their potential for the good of the organization.
- Supports department to meet established goals and objectives by coordinating staff and volunteer efforts.
- Verifies that agency policies and procedures are being followed, while attaining high standards of customer service and accountability.
- Carries out approved program or procedure changes in order to maintain high standards in data processing and donor relations.
- Helps with overall volunteer program planning, monitoring and implementation with assistance from the Individual Giving Director.
- Assists in monitoring compliance with policies regarding data entry, confidentiality, records management and other policies and procedures.
- Accountable for increasing volunteer participation and responsibility within data entry and acknowledgement systems.
- Maintains a high level of communication with the Individual Giving Director.
Answers incoming calls and responds to voicemail and email messages promptly and professionally.
- Assists in meetings within and between departments when necessary and attends all-staff and other meetings as requested.
- Supports event planning and coordination. Assists with the training of special events staff and volunteers as needed in relation to data systems management.
- Provides ideas and suggestions to improve fundraising and donor relations functions.
- Makes efficient use of work time, and organizes completion of tasks based on established goals.
- Assures that appearance of office meets or exceeds set standards of appearance.
- Maintains appropriate files and records. Adheres to the files and records retention policy and procedures.
- Handles sensitive and confidential information in a professional manner.
- Other duties as assigned.
- Daily verbal or written communication with staff and volunteers through direct contact, meetings, written procedures, email, memos, signs, telephone or mail.
- Daily contact with customers by telephone, email, direct contact or through the mail.
High degree of judgment required. Must be able to accurately manage information within donor software systems and create imports and exports between various programs. Maintain daily priorities accurately and efficiently, while handling ad hoc tasks as they arise. Must be able to deal with an active environment and constant interruptions while accurately entering data and concentrating on daily tasks. In tasks requiring typing and editing, must be detail-oriented to catch errors. Must be able to respond to unexpected questions, comments or requests from other departments or the general public. Must be able to supervise staff and volunteers and remain focused on the agency goals and objectives.