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Donor Relations Portfolio Manager

Title:                       Donor Relations Portfolio Manager

Reports to:             Director, Donor Relations

Job Summary: This position is responsible for the strategic management of the database, portfolios, dashboards and the promotion of user acceptance of protocols.  The Manager plays a critical role in tracking, analyzing, and reporting on the behavior of our donors and the effectiveness of the activities of the Donor Relations team.

Job Duties:

1.  Database Management

  • Assess, determine, and rollout protocol for best use of database to meet the needs of Donor Relations, including serving as a primary liaison to IT. 
  • Manage the quality of data, related to the processing of major gifts and as entered by solicitors, with the help of the Donor Relations Advancement Specialist

2. Portfolio Management

  • Manage assignment of prospects, including working closely with researchers and solicitors on annual portfolio assessment and cleanup.
  • Perform portfolio reviews with solicitors on a monthly basis to ensure quality of data; prioritization of outreach; and identification of opportunities and challenges.
  • Manage monthly strategy sessions with solicitor team and leadership to focus on and ensure movement of key prospects through the fundraising cycle.
  • Manage the development and utilization of dashboards and reports for Donor Relations, including leading bi-weekly meetings with IT.

3.  User Acceptance and Training

  • Manage documentation on the database and specific processes, related to Donor Relations.
  • Manage training for the Donor Relations team on the proper use of the database and help inspire user acceptance, including overseeing the creation and delivery of 411 updates.

Skill Factors:

Education:       BA/BS

Experience:     5 years of relevant work experience, and advanced CRM experience

Computers:      Excellent skills in Word and Excel; Experience with Blackbaud products; Experience with Birst Data Visualization

Special Skills/Requirements:           

  • Strong writing and communication skills.
  • Exceptionally detail-oriented.
  • Ability to handle multiple tasks.
  • Understand and support the Heritage mission and vision for America, and the department's goals and objectives.
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