Advancement Services Manager

PRIMARY FUNCTION: The Advancement Services Manager ensures the integrity of Harpeth Hall’s donor database and is responsible for implementing and overseeing best database practices within the Advancement Office. This professional collaborates with Advancement leadership to identify, launch, and support strategies for successful fundraising campaigns. He/she provides custom reports for the Annual Fund and the Capital Campaign when underway, supports fundraising volunteers, and plans and hosts successful Annual Fund meetings and special cultivation and stewardship events. 

REPORTS TO: Director of Advancement. Works closely with the Director of Annual Giving.

DUTIES/RESPONSIBILITIES:

• Database Management: Maintains Harpeth Hall’s donor database and manages Advancement staff database usage, which includes the following:
• Assesses data entry protocols and procedures for the Advancement team.
• Identifies Blackbaud (Raiser’s Edge, Raiser’s Edge NXT, WealthPoint) training needs and leads/facilitates training opportunities for the Advancement team.
• Works collaboratively with the Advancement Administrative Assistant and Alumnae Relations Manager.
• Works with Alumnae Relations Manager to keep alumnae information current.
• Oversees summer database maintenance projects completed by volunteer interns and other members of the Advancement team.
• Implements all required back-end database changes at the end of each fiscal year.
• Consistently keeps up with all Raiser’s Edge Administrator duties.
• Creates queries within Veracross (school’s database) to ensure the consistency of data in Raiser’s Edge.
• Imports, exports, and refreshes data between Raiser’s Edge and WealthPoint and supports prospect research activities.
• Creates mailing lists as needed for Advancement and Communications departments.

Management and Integration of Fundraising and Communications Platforms: Manages GiveCampus, Monday.com, Omatic, and Emma to facilitate fundraising campaigns and other advancement communications needs.  

Goal Setting: Provides database analyses using assigned attributes essential to setting financial and participation goals and informing solicitation strategy, both overall and divisional. 

Volunteer Identification and Management: Produces reports to facilitate the identification and recruitment of volunteers for all fundraising roles. Works in conjunction with the Director of Annual Giving and the Director of Advancement to lead and support all fundraising volunteers.

Solicitation Strategy and Implementation: Works with the Director of Annual Giving, the Director of Advancement, and Communications department to conceptualize creative ideas for fundraising campaigns, including the annual Day of Giving. Manages the direct mail and electronic solicitation and pledge reminder processes. Tracks the prospect cultivation and solicitation process and provides relevant reports.

Meeting and Event Management Support: Plans and executes meetings/events with the Director of Annual Giving for fundraising volunteers and donors.

Special Analyses and Reports: Designs, produces, and manages queries, exports, and reports to enable:

• Prospect management (LYBUNT, SYBUNT, outstanding pledge report, campaign major gift prospects, etc.)
• Annual Fund division and capital campaign reports for various boards and committee meetings
• Analytical reports, benchmarking reports and peer comparisons
• Weekly solicitor updates for volunteers
• Data for annual national fundraising reports (NAIS, INDEX)
• Prospect identification reports/updates
• Maintains a Database Procedure Manual
• Provides checks and balances as required by the Business Office
  • Manages the deposit procedures for gifts processed by the Advancement Administrative Assistant.

REQUIREMENTS: College degree plus two to three years work experience in a development office. Blackbaud Raiser’s Edge or similar database experience required, as well as proficiency with Microsoft Office. Advanced Excel usage including creating formulas is essential. Full-time, exempt position with some evenings, weekends, or early mornings required.

 Desired Skills and Abilities:

• Excellent interpersonal, time management, organizational, critical thinking, problem-solving, and analytical skills 
• Willingness to continually learn new systems and adopt database efficiencies
• Ability to work effectively with and train other members of the team
• Self-directed and detail-oriented
• Familiarity with independent schools and a fundraising environment

COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION: Harpeth Hall is committed to an inclusive program, and candidates with a demonstrated commitment to diversity, equity or inclusion work are especially encouraged to apply.

Candidates should complete an online application and submit a letter of interest, resume, and references at https://www.harpethhall.org/about/career-opportunities.