Prospect Sierra is an independent, coed TK–8 school located on two campuses in El Cerrito, California, serving 465 students. Prospect Sierra gives students the tools to build a better world by integrating rigorous academics with a deep understanding of human emotions. Every day our exceptional teachers connect students' academic experiences to ethics, empathy, and social and emotional intelligence. The result is deeper intellectual engagement, greater self-knowledge, and compassionate relationships. Prospect Sierra students develop courage to become more than great students, but great people. Please visit our website,www.prospectsierra.org, for more information.
Overview of Position
The Development Data Associate is responsible for the data, research, and systems that support all of Prospect Sierra’s fundraising efforts and will function as an expert in the use of our Filemaker-based database (Generations from InResonance). With a solid strategic plan and as a leader in TK-8 education, the school is poised to enhance and broaden its philanthropic efforts. This is an opportunity to re-align and fortify the constituent database to better support the school’s goals; strengthen data and reporting systems to be more accurate, agile, and responsive to real needs; and better reflect the donor-centric focus of the development program.
The position will oversee data integrity, accurate financial reporting, prospect management, timely stewardship, and segmentation. Further, the candidate will be primary custodian of processes and procedures for organizing, storing, and utilizing donor data for myriad needs related to fundraising. An integral member of the 2-person Development team, the Data Associate is a key leader in the organizational efforts behind annual giving, event management, alumni engagement, and major gifts. The position reports to the Interim Director of Development.
Keep database current and coordinate with IT to troubleshoot operations issues. Serve as primary contact with database vendor.
Review and revise database structure and practices for most efficient storage and retrieval of donor information, maximizing usefulness of primary codes such as campaign, fund, and appeal and constituent information.
Maintain accurate and complete information on all constituents; track and report on significant moments in the relationship between constituents and the school.
Oversee gift and pledge processing functions, including online giving; integrate with donor database.
Ensure that all gifts are quickly and accurately recorded, processed, and tracked. Generate acknowledgment letters using best practices. Stay abreast of IRS requirements.
Draft and implement appeal-specific gift acknowledgment letters and pledge reminders.
Reconcile gifts and pledges with business office and liaise with business office to ensure that their gift data is properly coded
Create and run complex queries, reports, and exports to support fundraising and outreach efforts on a routine and ad hoc basis.
Prepare lists and formatted merge documents for a variety of functions including list reviews, mail merges, and solicitor lists.
Prepare standardized reports for senior management and the Board. Prepare monthly gift reports, pledge status reports, and other reports or lists as needed.
Map and import data from external systems such as MS Excel, GiveSmart, event management systems, or other sources. Update student and family information annually from InResonance (summer).
Build best practice procedures around integrating research tools and wealth screenings such as iWave. Conduct screenings, review and refine data, and update Generations with mined data.
Working with the Development team, properly pull and segment donors into meaningful groupings to support fundraising initiatives.
Maintain database hygiene on a proactive basis, making sure database records are up to date and reflect individual constituent preferences
Assist Development team in the execution of all special events as necessary.
Participate in Development team activities including staff meetings, special events, and school community activities as they arise.
Additional responsibilities and assignments as they arise.
The salary is competitive.
How to Apply
Send a résumé (including contact information for three references) and one-page cover letter with subject line as Development Data Associate to:
Prospect Sierra School is an equal opportunity employer. Our community is diverse in many ways, inclusive of race/ethnicity, sexual orientation, gender spectrum, age, ability, and more. We welcome and value the same in our faculty and staff.
Essential Skills and Qualifications
Undergraduate degree preferred.
Experience in education, fundraising, and data management. Filemaker or InResonance experience preferred. Alternative database experience could include Raiser’s Edge, Salesforce, Donor Perfect, Access, or similar.
Keenly analytical orientation, strong attention to details, confidentiality, and ability to multi-task with accuracy.
Collaborative and results-oriented approach.
Personable, positive, helpful personality; customer service mindset.
Strong organizational skills, particularly in coordinating an array of assignments and meeting deadlines.
Enthusiasm, commitment to excellence, self-motivation, and a professional demeanor.
Proficiency in Microsoft Office, internet research, and data integration between various systems, and comfortable learning and teaching new systems.
Must be willing and available to work occasional evenings and weekends.
Willingness to take on a wide variety of tasks.
Experience working in the Development Office of a nonprofit agency or school preferred.
May be required to occasionally lift, move and/or set up stacks of documents, lap-top computers, projectors, flip charts or other materials. Will be required to work for extended periods of time at a computer terminal.
About Prospect Sierra School
Prospect Sierra is an independent, coed TK–8 school located on two campuses in El Cerrito, California, serving 465 students. Prospect Sierra gives students the tools to build a better world by integrating rigorous academics with a deep understanding of human emotions. Everyday our talented teachers connect students' academic experiences to ethics, empathy, and social and emotional intelligence. The result is deeper intellectual engagement, greater self-knowledge, and compassionate relationships. Prospect Sierra students develop courage to become great people, not just great students.