View Our Website View All Jobs

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.
Read More

Apply for this position

Apply with Indeed
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file