MINIMUM EDUCATION REQUIRED:
Bachelor’s degree from an accredited college or university, preferably with an emphasis in Information
Systems, Business Administration or related field.
MINIMUM EXPERIENCE REQUIRED:
Five (5) years of experience working in a nonprofit fundraising setting, with specific experience working in
fundraising CRM systems management and data workflows.
MINIMUM LICENSURE/CERTIFICATION REQUIRED BY LAW:
None.
ADDITIONAL QUALIFICATIONS:
• Extensive experience with data extraction, data manipulation, data cleansing, data mapping, and data
importing. Knowledge of ETL tools is preferred but not required.
• Superior skills with CRM systems (i.e. Raiser’s Edge NXT, Salesforce). Raiser’s Edge NXT, Luminate
Online and Research Point experience is preferred.
• Experience with EMR systems (i.e. Epic, Cerner) and familiarity with medical terminology is preferred.
• Experience with data visualization tools (i.e. Tableau) is preferred.
• Superior skills in Microsoft Excel and other Microsoft Office applications.
• Analytical, highly detailed, organized and solution-focused.
• Excellent project management skills with the ability to maintain a high standard of service, and to
prioritize and manage multiple tasks/requests with competing deadlines.
• Ability to work as a member of a team and foster a collaborative working environment.
• Ability to discuss technical topics with non-technical audiences and translate the needs of the
fundraising team into effective data solutions.
• An understanding of the types of data needed to support the fundraising efforts of a nonprofit
organization is highly preferred.
• Ability to handle confidential/sensitive information, meet Piedmont compliance and data security
requirements, and adhere to HIPPA regulations.
JOB PURPOSE\:
This position is responsible for the overall management and optimization of the fundraising database and
supporting systems, and ensures that the philanthropy information systems are scoped, configured,
managed and monitored to fully support the needs of the department and the organization. This position
oversees data entry and gift processing across the healthcare system, and creates data solutions unique
to each fundraising program. This position is responsible for implementing policies and procedures to
ensure data consistency and integrity, scrubbing the information stored in the database, providing
software training and troubleshooting for all users, and managing the flow of information between data
systems.
KEY RESPONSIBILITIES:
1. Manage large-scale data projects, including data extractions, imports, cleansing, and integrations, as
well as database migrations and merges.
2. Serve as the internal expert and point of contact for all matters related to data management, integrity,
governance and troubleshooting for all four Piedmont Foundations.
3. Draft and maintain documentation of all policies and procedures related to data entry and records
management. Regularly evaluate processes to ensure consistency and efficiency.
4. Train all philanthropy employees across the foundation offices (Atlanta, Athens, Columbus, Augusta)
in appropriate use of the software. Serve as a resource to the fundraising team, answering questions
related to constituent management and providing guidance and training in appropriate use of the
CRM software.
5. Work with the technology vendors as well and Piedmont Information Services to trouble software
related issues.
6. Meet regularly with Foundation staff to understand current fundraising programs, develop methods for
tracking and reporting on fundraising performance, and prescribe appropriate data coding and entry
processes to track and report on key metrics of each program.
7. Conduct regular data audits to maintain high standards of data quality and to confirm adherence to
data entry processes. Conduct global changes and imports to update large amounts of data. Create
new attributes and table values as needed to meet strategies.
8. Prepare ad hoc reports and lists upon request, and facilitate the management of prospect portfolios.
9. Proactively engage with the broader community of CRM users to identify data-related best practices
and ways to apply them to the Piedmont data environment.
10. Supervise a team of CRM professionals in the management of constituent records, data entry, gift
processing, data integrations and reporting, ensuring work and projects are completed in a timely and
accurate manner.
11. Directs operational and technical support to all four foundations to ensure operational efficiencies and
accuracy and consistency of data.
