Assistant, Development Operations

Washington, DC
Full Time
Development Operations
Entry Level

Title:                       Assistant, Development Operations

Reports to:            Senior Director, Development Operations

Job Summary:          The Assistant, Development Operations plays a pivotal role in ensuring the quality and accuracy of incoming data to track, report, and analyze fundraising and marketing activities.  The Assistant also supports the Heritage Legacy Society (HLS) in meeting budgeted contributions income and new planned giving commitments each year in a way that stewards relationships with donors until the commitment is realized.


Job Duties:

Data Management:

  • Monitor data entry and CRM use across Development teams for quality control
  • Handle processes for backing out data from returned checks and credit cards
  • Ensure vital data for finance and accounting is tracked and reconciled
  • Ensure timely imports and exports of CRM and other development data

Reporting and Analysis:

  • Run, validate and distribute daily fundraising reports
  • Conduct routine data quality audits and address data quality issues
  • Create data queries and provide ad-hoc analysis and exports as needed

Process Reviews:

  • Develop and maintain documentation for development systems and processes
  • Ensure consistency of CRM usage conventions, compliance with best practices, and integrity of data

Heritage Legacy Society:

  • Track HLS interactions with members and prospects in the Heritage database
  • Responsible for the hygiene of HLS member and prospect lists
  • Provide exceptional customer service for Heritage members, including timely and appropriate responses to mailings, phone calls, and emails



Education:      BA/BS preferred
Experience:     1-3 years of relevant technical work experience

Technology:    Microsoft Suite; familiarity with CRM systems


Other Requirements:      

  • Understand and support the Heritage mission and vision for America, and the department’s goals and objectives
  • Exceptional attention to detail
  • Ability to handle multiple tasks simultaneously
  • Interest in learning about fundraising, business administration, and public policy
  • Analytically inclined and eagerness to grow in the field

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