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PolicyLink · 2 weeks ago

Development Operations Associate

Oakland, CA

Full-time

Hybrid

Entry Level

$69K/yr - $83K/yr

1+ years exp

PolicyLink is a research and action institute focused on advancing a nation that governs for all. They are seeking a Development Operations Associate to maintain the data infrastructure that drives strategic fundraising decisions, manage donor data, and support the Development team in achieving its fundraising goals.

AssociationNon Profit

Responsibilities

Perform accurate and timely data entry of donor projections, pledges, and gifts into Salesforce and related systems

Process and manage gift and tax acknowledgments for all donations, ensuring timely and accurate donor stewardship

Maintain high-quality development data in Salesforce, including record updates, coding, and documentation, with attention to identifying and correcting data errors

Support the technical management of development systems (Salesforce, online donation platforms, and email tools) by troubleshooting basic issues, documenting processes, and coordinating with internal and external tech support as needed

Create and maintain Salesforce dashboards and reports for moves management, progress-to-goal tracking, and departmental reporting

Assist in developing systems to track donor ratings, capacity, and background data within Salesforce to support strategic fundraising decisions

Help ensure ratings for Candid and Guidestar are maintained and updated annually, coordinating with relevant staff to gather and submit required information

Create, maintain, and refine development processes and workflows, including written procedures, how-to guides, and checklists for recurring tasks

Maintain a digital library of current policies, forms, training materials, and standard operating procedures, ensuring easy access and version control for the Development team

Support onboarding of new staff to PolicyLink's development systems and database tools, including sharing materials, demonstrating basic system functions, and answering process questions

Support management of online giving campaigns, including tracking and processing online gifts

Draft, edit, and proofread donor-facing materials, including cultivation emails and event follow-up

Assist in preparing briefing materials and donor-related background information as needed

Assist in the in-house logistical planning of cultivation events, including managing guest lists and maintaining event data

Conduct basic prospect research and compile background information on institutional and individual donors as requested

Support special projects related to improving development systems, processes, and reporting

Perform other duties and responsibilities as assigned

Qualification

SalesforceData entryDatabase managementResearch skillsDocumentation skillsOrganizational skillsWritten communicationVerbal communicationTeam collaborationAttention to detail

Required

Strong affinity for data quality, with attention to detail and commitment to accuracy

Ability to independently prioritize and manage multiple tasks with good judgment, building trust through reliability and follow-through

Quick learner who is coachable, eager to build new skills, and has an aptitude for learning technical systems and troubleshooting basic issues

Strong organizational skills with the ability to create clear documentation and standard operating procedures

Strong written and verbal communication skills, with the ability to foster effective working relationships and collaborate across teams

Comfortable with results-based accountability and learning

Commitment to racial and economic equity and the mission of PolicyLink

A minimum of 1–3 years of relevant experience, preferably at a nonprofit organization

Experience with, or strong interest in, development operations, data entry, and database management

Demonstrated ability to conduct research, gather data, analyze information, and prepare reports

Preferred

Prior experience with a Development CRM (Salesforce, Raiser's Edge, or similar) is preferred

Benefits

100% employer-paid medical, dental, and vision plans.

401(k) with employer and employer-matching contributions that vest immediately. New employees are eligible to participate within one month of their date of hire.

Flexible Spending Account.

Short- and long-term disability insurance.

Group term life insurance plus guaranteed-issue voluntary life insurance.

Unlimited vacation and sick leave, and other generous leave benefits.

Three required organization reset weeks plus 13 paid holidays.