Compassion & Choices

Operations

• Ensure the integrity of donor data in the EveryAction database and related systems/processes to ensure they are operating efficiently.
• Responsible for working with Philanthropy staff as well as the database, digital, and accounting teams, Trylon and Eidolon to ensure imported and exported data is accurate, complete, and reconciled, with data flowing in and out of the system properly.
• Provide Trylon with guidance on the management of gift processing and donor acknowledgements while meeting donor needs and special requests.
• Responsible for the integrity and process of the database systems, including coding, workflows, and other aspects of the surrounding systems.
• Ensure data is accurate and consistent. Build complex queries (with inclusions and suppressions) and reports to produce financial reports, prepare mailing lists, track and analyze the effectiveness of fundraising and cultivation efforts, and produce data around various other metrics and data analysis.
• Oversight of financial reporting.
• Ensure the integrity of donor gifts by making adjustments and manual entries for reconciliation of daily financial reports.
• Reconcile with the accounting team to ensure accurate financial reporting.
• Executes and updates financial reports to be shared internally and externally.
• Oversight of major gift fundraising support - matching funds.
• Track matching gifts to ensure major gifts are renewed and appropriate reports monitoring the program are run on a consistent basis.
• Oversight of the ZenDesk ticketing system.
• Responds to staff and donor requests for database record edits, list pulls, reports, research, etc.
• Work with others on the Philanthropic Operations team to ensure donor data and requests are being handled in a timely manner.
• Direct support for the Director of Philanthropic Operations.
• Work closely with the Director of Philanthropic Operations to ensure each member of the Philanthropy team has the support needed to be successful in their individual roles and responsibilities.
• Performs other duties as assigned, including but not limited to the timely and accurate completion of reports such as company credit card statement review, performance reviews, time cards, etc.
• Demonstrate a commitment to, and active support of, Compassion & Choices’ Diversity, Equity and Inclusion program.
• Complete other duties as required.

Senior Manager, Philanthropic Operations