JVS Boston · 7 hours ago
Advancement Operations & Salesforce Specialist
Boston, MA
Full-time
Hybrid
Entry Level
1+ years expJVS Boston is a non-profit agency focused on empowering individuals from diverse communities. They are seeking an Advancement Operations & Salesforce Specialist to manage the Salesforce donor database, optimize fundraising analytics, and support the Chief Advancement Officer in various operational tasks.
Career PlanningSkill AssessmentVocational Education
Responsibilities
Salesforce Administration & Revenue Operations
Database Management: Serve as the primary operator for the Salesforce donor database, executing weekly gift entry and maintaining accurate accounts, contact roles, and campaign coding
Fundraising Analytics: Collaborate with the Head of IT Impact to create and maintain dashboards to track real-time progress toward annual goals, major gift pipelines, and event ROI
Prospect Research: Utilize Salesforce and DonorSearch tools to identify and profile high-capacity prospects for the Advancement team
Gift Lifecycle Oversight: Manage the full gift lifecycle, ensuring accurate coding and overseeing the production of personalized donor acknowledgment letters with a high standard for accuracy and speed
Data Hygiene & Audits: Execute regular data hygiene protocols and database audits to maintain 100% data integrity for mailings, solicitations, and the annual report
CAO Strategic Coordination: Manage the professional calendar for the Chief Advancement Officer (CAO)
Donor Briefings: Prepare the CAO and CEO for donor visits by conducting contact research and providing Salesforce-based donor profiles, giving histories, and relationship maps
Departmental Communications: Draft and format high-level correspondence, pitch decks, and presentations for the Advancement department
Financial Reconciliation: Partner with the Finance Department to perform weekly gift entry and monthly reconciliations between Salesforce and the general ledger to ensure financial accuracy
Administrative Tasks: Assist with any administrative responsibilities including ordering supplies, donor mailings, mail merges, meeting notes, and any other tasks that support the advancement department
Administrative Logistics: Support the Board Liaison in coordinating logistics for Board and Committee meetings, including room reservations, catering, and technology setup
Meeting Documentation: Assist in the preparation and distribution of Board briefing materials, agendas, digital presentations and minutes
Governance Records: Maintain accurate Board records within Salesforce, including term tracking, committee assignments, and annual giving
Qualification
Required
Salesforce Experience: Minimum of 1 year of hands-on experience in Salesforce or similar CRM work and preferably in Salesforce Nonprofit Success Pack (NPSP)
Data Integrity & Entry: Proven ability to manage high-volume data entry with a 'zero-error' mindset
Technical Writing: Ability to draft professional, donor correspondence and acknowledgment letters
Basic Excel: Proficiency with Microsoft Excel (specifically for organizing and cleaning data lists)
Organizational Skills: A self-starter who can manage the 'rhythm' of a weekly gift-processing cycle without reminders
Accountability: Ownership of the donor data process from the moment a check is received to the moment the thank-you letter is generated
Collaboration: Ability to work seamlessly across the Advancement, Executive, IT, and Finance teams
Education: BA/BS degree or 3+ years of relevant professional experience in nonprofit operations or administration
Preferred
NPSP Optimization (2–4 Years): Advanced experience with Salesforce NPSP, including building custom dashboards, managing Campaign Hierarchies, and utilizing NPSP 'Levels' or 'Engagement Plans' for donor tracking
Data Synthesis & Presentation: Proven ability to compile, scrub, and format raw data into visually professional slide decks or reports for Board-level review
Moves Management: Familiarity with the donor stewardship lifecycle and experience using a CRM to track and prompt 'moves' for a fundraising team
Financial Reconciliation: Experience working directly with Finance teams to reconcile donor records against a general ledger
Systems Thinker: Ability to identify 'messy' processes and collaborate with technical teams (like Salesforce IT) to implement streamlined solutions
Advanced Excel: High proficiency in VLOOKUPs and Pivot Tables for complex data analysis and reconciliation
Company
JVS Boston
JVS Boston is a workforce development organization in New England. It helps individuals gain skills, education, and find good jobs.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$10.25MKey Investors
Massachusetts Clean Energy Center
2022-06-12Grant· $10M
2013-06-14Grant· $0.25M
Leadership Team
Kira Khazatsky
President and CEO
Recent News
2025-09-26
Rochester Business Journal
2025-06-08
BostonGlobe.com
2025-03-01
Company data provided by crunchbase