Director of Constituent Information Management; TJF

Posted on June 04, 2019

Reporting to the VP:
Data Operations & Strategy, the Director of Constituent Information Management is a member of the Business Intelligence Group (BIG), a team established in 2016 to address the ever-growing amount of data being collected by The Jewish Federation and the increased integration of business systems. With strategic oversight of constituent information, a significant outward-facing goal of the Group is to work closely with the various key business units to analyze and expand the prospect to participant and/or donor conversion pipeline and support the annual revenue and engagement goals.

The Group also is tasked with improving business processes to create efficiencies with the desired effect of streamlining reporting and work flows and reducing overall expenses.

The Director of Constituent Information Management will have responsibility for developing expertise in Federations constituent relationship system (Blackbaud CRM, known internally as DRIVE) and other business systems overseen by BIG in order to provide direction for coding structures, data entry and delivery, and training and support for end users across the organization. This role oversees a team of three with responsibility for data updates and report delivery, and partners with other members of BIG and IT to support Federation’s fundraising and program engagement efforts as they relate to data and constituent information.

Database oversight

• Maintain Blackbaud CRM (CRM) and ensure good data hygiene by implementing, documenting, and enforcing standard operating procedures for entering and exporting data; proactively follow up with other staff to ensure compliance
• Identify data stored outside of CRM and determine feasibility of conversion via discussions with colleagues; establish process, documentation, and perform complex data imports
• Serve as the subject matter expert for data stored in CRM; potentially serve in this function for additional databases
• Determine appropriate coding for various campaigns and appeals in conjunction with Campaign, Creative Services and/or Accounting.
• Participate in all decisions impacting data quality and structure
• Partner with Application Development Manager in testing and implementation of system upgrades/new functionality and integrations with other modules and systems

Data Delivery

• Provide direction on appropriate parameters for event invitations, solicitation mailings, and email campaigns in partnership with Campaign, Program, and Creative Services
• Oversee creation of complex queries, exports and data retrievals in CRM for communications, reporting, and analysis
• Partner with Data Analytics Manager and the Campaign, Program, and Creative Services teams to analyze and provide data related to appeals, events, and campaign performance.
• Develop and deliver clear and accurate reporting and tracking vehicles and instructions for reports, dashboards and data extracts.

User Training & Support

• Oversee employee on-boarding related to CRM (and potentially other data sources), including training of new staff members on using the database for both frontline and operational purposes.
• Update and create documentation/training manuals/FAQ sheets for data and processes in CRM
• Provide departments with documentation specific to their business processes and data structure
• Cultivate relationships with potential partners who can act as departmental contacts/resources for level-one assistance
• Drive adoption and provide ongoing targeted system training, as well as respond to specific requests for assistance

Supervision & Administrative Duties

• Supervise Data Entry Associates, responsible for all record creation, biographical and contact information updates, and mass data entry
• Supervise Director of BIG Campaign Operations, responsible for routine and ad-hoc data delivery and supporting Campaign initiatives
• Prioritize requests for data entry and data delivery and clearly communicate to team and requestors
• Participate in the cross-departmental CRM working group representing the Business Intelligence Group; help address new challenges and integrations, transmitting updates and information to the team as appropriate

Additional Duties

Be available to supervisor for additional assignments, as required, including assisting with the Campaign.

• The successful candidate will be comfortable working in a dynamic, data-driven environment and enjoy working with colleagues from departments across Federation. A balanced mix of interpersonal, business, analytical, and technical skills is required for success in this position.
• Experience serving in a direct supervisory role, as well as leading by influence rather than authority
• Ability to take initiative, respond creatively to challenges, and be flexible and adaptable to competing demands
• Demonstrated experience in managing multiple projects simultaneously with changing…