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Lucile Packard Foundation for Children's Health · 1 month ago

Director of CRM Operations, Data & Reporting

Palo Alto, CA

Full-time

Hybrid

Lead/Staff, Director/Executive

$135K/yr - $155K/yr

5+ years exp

The Lucile Packard Foundation for Children's Health partners with Stanford Medicine to transform health for children and families. The Director of CRM Operations, Data & Reporting oversees the design and optimization of the Foundation's CRM, leading a team to ensure data integrity and actionable insights for fundraising success.

Health Care

Growth Opportunities

Responsibilities

Acting as the Foundation’s primary owner of the fundraising CRM

Partnering as a key advisor and lead business analyst with teams across the Foundation to maintain existing and design new data structures that are sustainable

Maintaining a holistic view of CRM to ensure robust data structures and that work is not duplicated, ensuring CRM and its use is optimized, standardized, and scalable

Leading all data acquisition and data integrity workflows

Establishing a culture of shared ownership for data between Advancement Services and subject matter expert/end user teams, including protocols for data structure evaluation and design, proofing, documentation, and maintenance

Developing a strong data proofing culture and workflows that the whole team owns, developing checks of all data flows out of CRM, whether regular or ad-hoc data requests

Overseeing the building of a long-term sustainable CRM data system by stewarding a culture of effective documentation, cross-training and more

Participating in planning and implementation of upgrades; seeking opportunities for automation; partnering closely with IT

Recommending new approaches, procedures, and processes to effect continual improvements in efficiency of department and services performed

Functioning as a member of the leadership team within Advancement Services; partnering with Prospect Development and Gift Administration as needed

Designing, implementing and maintaining a high-quality, Foundation development-wide CRM training program in partnership with Assistant Director of Database Administration

Qualification

CRM ManagementData Structures DesignData Integrity WorkflowsDatabase ManagementExcel ProficiencyPower QueryPowerBISQLAccuracy OrientationAccountabilityExecution FocusLeadershipStrategic Thinking

Required

A Bachelor's Degree or equivalent experience

5+ years' experience managing fundraising, development and/or alumni databases

3+ years' experience supervising direct reports

Experience with database management and optimizing business process workflows

Experience creating and proofing reports

Experience cross-referencing data sets

Proficient in MS Office including Word, Outlook, PowerPoint

Advanced skills with Excel

Working knowledge of Power Query and PowerBI

Preferred

The Raiser's Edge v.7.93+ and Omatic Software applications (ImportOmatic and QueryOmatic) and a willingness and ability to learn new versions or different fundraising CRM software

Microsoft Power Platform (Power Automate and Power Apps)

SQL

Experience in hospital or higher education fundraising data management