Senior Director, Development Operations
Current• Creates, documents, and maintains business processes for the department’s Salesforce NPSP database.• Leads project management for the development team to improve the efficiency and efficacy of front-line fundraisers.• Creates dashboards and reports in Salesforce to report on overall, unit, and individual fundraising progress; to track projections and gift pyramids; to report on the life cycles of grants; to identify and correct data errors and omissions; to maintain standardized email lists; and to track invitees to donor events.• Automates processes across the organization including the review and approval process of newly awarded grants, the drafting of acknowledgement letters to donors, and the vetting of new donors by the legal team.• Manages the Development Operations Assistant, ensuring that gifts are accurately recorded in Salesforce and that funders are properly acknowledged and stewarded.• Created and maintains internal Confluence knowledge base for the development team, drafting documentation on best practices, strategic overviews, step-by-step “how-to” guides, and onboarding materials for new staff.• Trains all new development staff in the department’s business practices, as well as how to effectively use Salesforce, Confluence, Smartsheet, and other systems used by the team.• Migrated development database from Salesforce Classic to the Nonprofit Success Pack (NPSP) in 2022-2023.• Managed the integration of iWave prospect research service with Salesforce. Created standard operating procedures to ensure the regular screening of all donors and prospects.• Spearheaded the user adoption of Jira and Smartsheet to enable more efficient, accountable, and transparent project management.• Standardized the accounts receivable and external auditing processes with the finance team.• Prepares the annual listing of donors for external recognition.• Closely collaborates with members of the CRM, finance, and digital strategy teams on a routine basis.