Director, Donor Revenue Management & Records

Reporting to the Vice President, Philanthropy Insight, (VP) the Director supports UNICEF USA’s strategic plan objectives by maximizing performance and increasing philanthropic results as the first point of donor stewardship. The Director will lead the Donor Revenue Management team, administering over 1.5M+ transactions annually and ensuring the accuracy and completeness of 12M+ records in BBCRM. They are responsible for efficient and accurate gift administration and record management. They will design and implement a data-driven strategy to continuously improve donor revenue and constituent data entry, standards, policies, processes, and training. The Director will position their team as strategic thought partners with frontline fundraisers, Prospect Development, and Donor Relations to proactively improve the donor experience. As the subject matter expert on gift processing and record management, the Director will partner closely across the Philanthropy Division and stakeholder divisions including Legal, Finance, and Technology.

To safeguard UUSA and our constituents from risk, the Director will stay abreast of IRS, FASB, and local and national regulations related to charitable gifts and data privacy, holding themselves and their team to the very highest standards of professional ethics in fundraising.

The Director will set ambitious quantitative KPIs and qualitative goals for their team and embody an enterprise-wide mindset. They will guide staff development plans, advise the VP and EVP & Chief Philanthropy Officer, and model the “big thinking, bold action” and “the power of we” UUSA values at all levels within Philanthropy Insight. 

Key Responsibilities/Outcomes (include but are not limited to):

 Gift Administration (25%)

• Develop and implement a strategy to optimize and continuously refine the balance of efficient and accurate gift administration based on technology, lean process design, and data-driven performance KPIs in alignment with industry trends and standards, including maintaining the proper internal and financial controls 
• Direct all gift administration workflows, including gift agreement review, sorting and batching, gift entry, contribution forms, data feeds, vendor and contract management, and CRM reconciliation, pledge reminders and write offs, while exercising judgment on when to escalate quality, process, or vendor challenges to the VP 
• Advise on gift agreement review protocols, partnering with Legal, Finance, and Philanthropy on instituting requisite compliance measures to ensure gift acceptance aligns with IRS guidelines, relevant regulations, and organizational policies
• Partner with Donor Relations to ensure UUSA’s compliance with IRS guidelines in gift receipting and entry with a full grasp of audit and reputational risk implications 
• Oversee CRM’s integration with UUSA’s ERP, including the appropriate depositing and posting of revenue
• Support UUSA’s audit and ensure gift backups accessible 

Record Management (25%)

• Guide the Philanthropy Division’s policies, procedures, protocols, and data management standards that enhance constituent record data in partnership with Technology, Marketing & Communications, Prospect Development, and Donor Relations and within UUSA’s data governance framework
• Advise on exploratory data analysis approaches to assess the health of Philanthropy’s constituent records; guide the team’s development of a strategy to improve data quality and completeness putting in place system enhancements, data analysis procedures, and automation processes that will increase accuracy, timeliness and data throughput
• Advise on CRM access roles as we work toward centralization of constituent and data entry in CRM for consistency and accuracy

 Project Management (20%)

• Manage projects in an agile/sprint approach that advances the donor experience, improves operations, and enrichens UUSA’s data; assign project roles to team members to clarify responsibilities
• Develop innovative solutions in partnership with the Project Management Office for evolving landscape of constituents including CRM configurations and customizations, integrations with owned and third-party digital sources, event management platforms, and financial systems
• Develops trainings for Philanthropy staff as needed to ensure staff are knowledgeable and equipped to understand revenue and constituent data, including the process to update and modify

People Management & Leadership (30%)

• Set the vision for the Donor Revenue Management team, outlining the sequencing of capacity-building projects and the strategy to achieve them
• Coach and mentor all team members, helping team members understand their roles and responsibilities and how they support the team’s, Philanthropy’s, and UUSA’s long-term strategy
• Direct the Donor Revenue Management team’s priorities and ensure that daily, weekly, monthly, quarterly, and annual tasks are prioritized appropriately
• Establish, track, and enhance revenue management and constituent record KPIs, including gift entry time-in-process, adjustment and error rates, inquiry and dispute resolution times, month-end close, data audits, record completion; facilitate review of KPIs outcomes and progress toward goals with VP and people managers
• Relentlessly enhance Philanthropy Insight’s culture by modeling the Standards of Collaboration, contributing thought leadership people managers and peer department leads
• Manage department budget and invoices

Other duties as assigned.

Requirements:

• Bachelor’s degree or equivalent technical skill and professional experience
• Minimum 8-10 years relevant work experience in fundraising or data management, with fluency of aasp’s Record Management Best Practices
• Expert knowledge of CRM systems, including customizations and configurations to improve user experience, and query logic techniques and tools used to modify, retrieve, and report data from donor database management systems
• Knowledge of the financial structure of donations, including cash, pledges and pledge payments, gifts-in-kind, stocks, securities, and crypto and evolving financial instruments
• Ability to handle sensitive information, maintain confidentiality, and exercise a high degree of judgment and discretion. Knowledge of and adherence to ethical statements and guidelines by AFP, aasp, CASE, and Apra
• Familiarity with CRM and ERP integrations and accounting standards
• Knowledge of the donor cultivation cycle and the role of gift administration and record management plays at each step of cycle
• Demonstrated ability to optimize processes and train staff on nuanced procedures
• Ability to audit team’s work for accuracy and thoroughness
• Highly organized individual with ability to prioritize and manage deadlines and demonstrate follow through
• Expertise in Microsoft Office and Outlook products
• Strong oral and written communication skills, interpersonal skills
• Commitment to the mission and growth of UNICEF USA

Preferences: 

• Experience with BBCRM
• Experience with international development or humanitarian organizations a plus
• Experience managing staff in a hybrid or remote environment
• Experience with agile project management approaches and sprint methodologies
• Drives own learning and takes initiative towards meeting annual professional development goals.

Don’t meet every single requirement? That’s okay. UNICEF USA values diverse experiences and we’re always looking for people who will add to our culture and further our mission. If you are excited about this role and unsure about whether your past experience aligns with the job description, we encourage you to apply anyway.

Must possess current and valid US Work Authorization and be eligible to work for any US employer without sponsorship.

Due to the high volume of applications received, only those selected for an interview will be contacted. UNICEF USA is proud to be an Equal Opportunity Employer

We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. UUSA is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, you may contact us at [email protected].