Resource Development Data & Insights Manager

ORGANIZATION SUMMARY 

United Way of Salt Lake (UWSL), part of the Utah’s Promise organization, is changing the way organizations, communities, schools, governments, and individuals work to fix complex social problems. By focusing on removing barriers, improving education, and providing access to basic needs, we can help every child and family thrive. UWSL’s workplace is fast-paced, friendly, adaptive, and grounded in our core values: relationships, continuous improvement, equity, and results. We offer competitive compensation including a comprehensive benefit package, generous paid time off, and flexible schedules. People with diverse backgrounds and abilities are encouraged to apply.  

Our workplace is fast-paced, friendly, adaptive, and grounded in our core values: relationships, continuous improvement, results, and equity. We offer competitive compensation including a comprehensive benefit package, generous paid time off, and flexible schedules. People with diverse backgrounds and abilities are encouraged to apply.  

POSITION SUMMARY  

The Resource Development Data and Insights Manager (RDDIM) manages and optimizes the data, reporting, and processes of the Resource Development Team (RD). The RDDIM is responsible for overseeing and further developing the UWSL Resource Development team’s use of our CRM tool, Salesforce, to support fundraising, portfolio management, donor engagement and stewardship, outreach, and campaign efforts. The RDDIM will lead the effort to maintain and enhance the quality of donor and volunteer data, ensure best practices for constituent engagement, keep data accessible, and extract and share reports and analytics that drive decisions and development strategies.  

The RDDIM supports all verticals of the RD department, collaborates with UWSL’s Data Operations team, and represents RD in cross-departmental data projects. The RDDIM, in consultation with Data Operations, manages the department’s technology roadmap, determining as needed what the RD team needs, what products are available, and what will best meet those needs. This potentially includes researching new platforms and analyzing the effectiveness of existing products used by the organization.  

In addition, the RDDIM supports the Director of Engagement and Operations in the reporting and analysis needed to execute donor stewardship and mass solicitation campaigns to provide an excellent donor experience for those supporting United Way of Salt Lake and Utah’s Promise. 

ESSENTIAL FUNCTIONS 

Data Management, Training, and Support 

1. Establish and maintain data integrity: document procedures and protocols to keep data clean and enhance RD efficacy and outcomes. This includes ensuring Salesforce data is up to date through regular screenings and working with other departments (i.e. Finance, 211) to ensure information is updated accurately and regularly.  
2. Develop and maintain training materials and best practice documents to standardize data entry and reporting requirements for the RD team. Work closely with the RD team to ensure accurate, complete data entry and updates including removing duplicate records as needed. 
3. Educate the RD team on building reports, managing report updates, and essential Salesforce relationship management processes.  
4. Act as RD’s primary point of contact for Salesforce-related technical inquiries, offering troubleshooting assistance. 
5. Collaborate with Data Operations Team and external vendors to explore and implement additional RD related-apps and software options for Salesforce (i.e. Wealth Screening) and resolve technical issues as needed.  

Reporting and Optimization 

1. Develop and maintain RD Salesforce reports, data segmentation, dashboards, analytics, and data projects that support RD department goals and priorities. 
2. Meet regularly with frontline fundraisers on RD team to manage portfolio data: proactively review portfolios, identify qualification opportunities, and ensure portfolios are dynamic.  
3. Assist in creating and tracking revenue forecasts and results in Salesforce.
4. Meet with department leadership team to review data projects and prioritize data needs 
5. Manage mass communication data for both mail and email efforts: pull mailing lists, clean, revise, and review data for accuracy, complete mail merges, and send data to mail house.  
6. Improve RD team workflow automation to ensure efficient, consistent, and personalized constituent engagement.  
7. Other duties as assigned. 

BENEFITS 

This is a full-time, non-exempt position. $42,800 – 63,000. Salary to commensurate with experience. United Way of Salt Lake is a hybrid workplace; team members work in-person, at our downtown office, four days per week and provides a 36-hour work week. 

REQUIRED COMPETENCIES 

• Proactive, forward-thinking, and self-motivated.
• Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. 
• Plans and prioritizes work to meet commitments aligned with organizational goals. 
• Holds self and others accountable to meeting commitments. 
• Gains the confidence and trust of others through honesty, integrity, reliability, and authenticity.
• Defines and owns a project’s scope, resource requirements, dependencies, steps, and timelines.  
• Ability to develop reporting and other skills in team members to help them extract, understand, and use data from Salesforce/data systems.  
• Ability to design and test solutions that meet user needs in long-term and consistent ways; look for solutions of the root cause, not the symptom. 
• Ability to identify user needs and to identify when the solutions of the past no longer serve our future needs.
• Has the confidence and humility to ask questions, admit to and address challenges, “fail forward,” and learn and test continuous improvement tools and techniques.  
• Ability to write and speak with diverse stakeholders: discuss data topics in ways that are appropriate to the audience.  
• Ability to take initiative and operate effectively, even when things are not certain, when conditions are shifting, or the way forward is not clear.  

QUALIFICATIONS 

• Experience with Salesforce or related CRM/donor database management and reporting, preferably within a nonprofit or fundraising environment. 
• Project management experience. 
• Proficient in Microsoft with proven skill in Excel workbooks. 
• Associate or bachelor’s degree, or related certificates, in Information Technology, Business Administration or related field. 
• Knowledge of fundraising best practices, donor lifecycle, and nonprofit development strategies preferred. 

PHYSICAL REQUIREMENTS 

The employee regularly communicates with internal and external stakeholders and is required to communicate clearly, in oral and written formats, and must be able to exchange accurate information. The employee must be able to transcribe, read extensively, prepare and analyze data and figures, operate a computer and other standard office machinery. The employee is required to work primarily from UWSL during core business hours.