Development Data Manager - Schwartz Center

ABOUT US:

The Schwartz Center for Compassionate Healthcare's mission is to partner with healthcare organizations to advance compassion for patients, care teams, and their healing relationships. We are a Boston-based nonprofit with national and international reach, with approximately 600 hospitals in the US, Canada, Australia and New Zealand as members, and another 320 hospitals/systems conducting Schwartz Rounds throughout the UK and Ireland. Together, we are helping hundreds of thousands of healthcare professionals provide compassionate care to millions of patients and families. The Schwartz Center's strategic priorities for the coming decade include expansion of Schwartz Rounds within existing members, as well as to new acute care hospitals and into adjacent healthcare markets such as ambulatory centers, retail health, and virtual/home-based care. We are also looking to strengthen our community of compassionate care champions, who are the clinical leaders running our programs across the globe, and to further develop our Model for Compassionate Care and associated tools and resources. We are looking to build new relationships, collaborations, and partnerships with a wide variety of external organizations and associations who are aligned with our work supporting caregiver well-being and patient/family compassion. Our operational budget is funded approximately 50% by philanthropy, with funds coming from individual, corporate and foundation donors, and 50% by earned revenue, including from our membership. Our vision for the coming decade is to be a global leader in championing compassion for all who seek and provide healthcare.

ABOUT YOU:

You love fundraising database work, CRM software, donor analysis and improving systems. You see opportunities for improving how we reach donors. You understand principles and strategies in philanthropy and nonprofit accounting. You're resourceful and are constantly learning and thinking innovatively. You have experience moving projects forward rather than just reacting. You work well independently and enjoy being part of a team. You're a quick study and can roll with change. You want to be part of an organization that is creating a better healthcare world.

ABOUT THE WORK:
The Development Data Manager is responsible for the Atlas (Blackbaud CRM) database and has oversight of all donor information. They are responsible for the accurate and judicious operation of our fundraising database, ensuring that data are recorded and maintained so that they are correct, up-to-date, and consistent with reporting needs. Responsibilities include gift processing and donor acknowledgement, constituent data management, donor interaction data entry, event registration, and tracking fundraising activity and communications. The Development Data Manager supports direct mail, online, event, and other fundraising strategies; recommending, implementing, and managing the support of our database, applications, and infrastructure; establishing and developing department processes and procedures; tracking and reporting performance measures; and managing the day-to-day operation and usage of Atlas for both fundraising and organization-wide initiatives. The Development Data Manager reports to the Director of Individual Giving.

Primary Responsibilities

Gift Processing and Donor Acknowledgements

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  • Processes daily and recurring gift batches to ensure that all gifts and pledges made online, offline, and through our lockbox are accurately recorded in Atlas.
  • Communicates with teammates and affiliate partners as needed to process gifts of securities, wire transfers, donor-advised funds, and employee giving programs, or to resolve questions that arise from ambiguity of gift information.
  • Handles inquiries and questions from donors.
  • Accurately matches gifts to pledges, proposals, tributes, event registrations, and memberships; produces daily and monthly batch reports; makes gift adjustments as needed.
  • Observes PCI compliance protocol to keep payment information secure
  • Generates and tracks standard and custom acknowledgement letters, tribute notifications, and Compassionate Caregiver Certificates.
  • Manages invoicing and pledge reminder process, tracking and reporting regularly on outstanding pledges and matching gifts, and generating reminders. Follows up with donors and matching gift companies as needed to maximize matching gift revenue
  • Maintains appropriate electronic and paper filing and follow-up systems for financial and donor records.
  
  
  
  

Constituent Data Management

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  • Oversees data for Atlas and coordinates with the data team to ensure accuracy and integrity.
  • Creates, standardizes, and documents Atlas usage policies and procedures to ensure data integrity, ease of use, and accuracy of extracted data. Identifies and designs solutions to data integrity issues.
  • Optimizes the use of the database across the organization by staying current on upcoming enhancements to functionality and guiding staff in the appropriate use of the existing functionality.
  • Coordinates with the Systems Integration Manager, Senior Accountant, Member Experience Coordinator and Senior Director of Finance and others to coordinate the flow of information between the Schwartz Center's membership and development databases, standardization of data entry, and data exports to meet the needs of the Center.
  • Communicates Atlas usage policies and standards to all users and provides additional training for team members and others as needed.
  • Works with the Mass General Brigham (MGB) Development Applications team to prepare our data and users for conversion to a new system-wide customer relationship management (CRM).
  • Works with our PHS to conduct regular screenings including NCOA, WealthEngine, DeceasedFinder, and HIPAA. Updates records accordingly using data import or global functions whenever possible.
  • Creates and updates data organization in Atlas, including campaigns, funds, appeals, mailings, donor classes and solicit codes.
  • Builds custom reports for special projects as needed. Creates standard reports - determining with the team which reports are needed monthly, weekly, etc. and automating them.
  • Builds queries and exports for complex mailing lists such as e-newsletters, direct mail appeals, and event invitations.
  • Imports proposals, contact lists, gifts from outside sources, and other data; uses global adds when possible.
  • Develops a system and schedule for quality control. Evaluates and improves gift input procedures.
  • Checks accuracy and completeness of gift batch data.
  • Evaluates and improves event registration systems for the Annual Dinner.
  • Manages the NetCommunity (BBNC) system to maximize online giving capabilities and event registrations.
  • Performs routine data maintenance in our bulk emailing system, and facilitates the flow of information between it and Atlas.
  • Coordinates with Bank of America for our gift processing lockbox and its online platform.
  • Coordinates with the finance team on PCI compliance, and monthly and yearly financial reconciliation.
  • Serves as the primary liaison to the MGB Development Applications Team and participates in several MGB-wide councils.
  • Manages ongoing data clean-up projects and prepares the database for future data conversions and upgrades as needed.
  • Manages on-site registration for the Annual Dinner and helps train volunteers.
  
  
  
  

Administration

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  • Manages seasonal temps hired for development projects. Monitors workflow, provides coaching and supports, and evaluates performance
  • Supervises and trains interns in Atlas
  • Works with MGB to coordinate Atlas training, troubleshooting and other issues; provides information and feedback to MGB. Supports other projects as assigned.
  
  
  
  

WE'RE A GOOD FIT IF YOU HAVE:

• Bachelor's degree and/or a minimum of 3 and 5 years preferred experience working with Blackbaud CRM or other fundraising database software
• A customer-service approach to serving donors and colleagues.
• Proven track record of coordinating, scheduling and planning complex events.
• Ability to manage a variety of personal styles during high stress periods.
• Good communication skills.
• Strong organizational skills, detail-oriented, and efficient.
• Strong commitment to quality work, customer service, and high productivity.
• Excellent computer and database skills including extensive knowledge of MS Word, Outlook, Excel, PowerPoint.
• Ability to think critically and creatively.
• Flexibility to handle multiple tasks at once.
• Skills to manage up and across.
• Comfortable working within the guidelines of a larger institution
• High degree of initiative and independent judgment.
• Sensitivity, good judgment, relationship-building skills and overall standards of excellence in communicating with donors and prospects in person, by phone, and through written correspondence.
• Ability to work under pressure.
• Flexibility to work some evenings and weekends as necessary.
• Desire to be a part of an organization that is creating a better healthcare world.

Note: This is a remote, full-time position with occasional travel to Boston for in-person meetings and events. Applicants within the greater Boston area preferred.

Massachusetts General Hospital is an Affirmative Action Employer. By embracing diverse skills, perspectives and ideas, we choose to lead. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.