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ORGANIZATION SUMMARY&nbsp;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.&nbsp;&nbsp;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.&nbsp;&nbsp;POSITION SUMMARY &nbsp;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. &nbsp;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.&nbsp;&nbsp;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.&nbsp;ESSENTIAL FUNCTIONS&nbsp;Data Management, Training, and Support&nbsp;<ol><li>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. &nbsp;</li><li>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.&nbsp;</li><li>Educate the RD team on building reports, managing report updates, and essential Salesforce relationship management processes. &nbsp;</li><li>Act as RD’s primary point of contact for Salesforce-related technical inquiries, offering troubleshooting assistance.&nbsp;</li><li>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.&nbsp;&nbsp;</li></ol>Reporting and Optimization&nbsp;<ol><li>Develop and maintain RD Salesforce reports, data segmentation, dashboards, analytics, and data projects that support RD department goals and priorities.&nbsp;</li><li>Meet regularly with frontline fundraisers on RD team to manage portfolio data: proactively review portfolios, identify qualification opportunities, and ensure portfolios are dynamic.&nbsp;&nbsp;</li><li>Assist in creating and tracking revenue forecasts and results in Salesforce.</li><li>Meet with department leadership team to review data projects and prioritize data needs&nbsp;</li><li>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. &nbsp;</li><li>Improve RD team workflow automation to ensure efficient, consistent, and personalized constituent engagement.&nbsp;&nbsp;</li><li>Other duties as assigned.&nbsp;</li></ol>BENEFITS&nbsp;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.&nbsp;REQUIRED COMPETENCIES&nbsp;<ul><li>Proactive, forward-thinking, and self-motivated.</li><li>Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.&nbsp;</li><li>Plans and prioritizes work to meet commitments aligned with organizational goals.&nbsp;</li><li>Holds self and others accountable to meeting commitments.&nbsp;</li><li>Gains the confidence and trust of others through honesty, integrity, reliability, and authenticity.</li><li>Defines and owns a project’s scope, resource requirements, dependencies, steps, and timelines. &nbsp;</li><li>Ability to develop reporting and other skills in team members to help them extract, understand, and use data from Salesforce/data systems. &nbsp;</li><li>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.&nbsp;</li><li>Ability to identify user needs and to identify when the solutions of the past no longer serve our future needs.</li><li>Has the confidence and humility to ask questions, admit to and address challenges, “fail forward,” and learn and test continuous improvement tools and techniques. &nbsp;</li><li>Ability to write and speak with diverse stakeholders: discuss data topics in ways that are appropriate to the audience. &nbsp;</li><li>Ability to take initiative and operate effectively, even when things are not certain, when conditions are shifting, or the way forward is not clear. &nbsp;</li></ul>QUALIFICATIONS&nbsp;<ul><li>Experience with Salesforce or related CRM/donor database management and reporting, preferably within a nonprofit or fundraising environment.&nbsp;</li><li>Project management experience.&nbsp;</li><li>Proficient in Microsoft with proven skill in Excel workbooks.&nbsp;</li><li>Associate or bachelor’s degree, or related certificates, in Information Technology, Business Administration or related field.&nbsp;</li><li>Knowledge of fundraising best practices, donor lifecycle, and nonprofit development strategies preferred.&nbsp;</li></ul>PHYSICAL REQUIREMENTS&nbsp;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. &nbsp;

United Way of Salt Lake

Resource Development Data & Insights Manager

About Us&nbsp;For 120+ years, United Way of Salt Lake (UWSL) has served and strengthened the greater Salt Lake community.Since 2001, UWSL has worked to address the root causes of poverty by building partnerships with schools and communities that improve education outcomes for all.&nbsp;In 2011, UWSL narrowed its focus to have greater impact - connecting people to basic needs services through 211, and improving education outcomes from cradle to career through Promise Partnership Utah.Today, UWSL is a nationally recognized organization working as part of Utah’s Promise to achieve transformational results for kids and families.Our MissionMobilize the people, resources, and partnerships needed for every Utahn to have their basic needs met, and for every child to succeed in school.&nbsp;Our Vision100% of Utah kids and families thriving.United Way of Salt Lake (UWSL) and Utah’s Promise (UP) are seeking a Chief Development Officer (CDO)&nbsp;to lead the efforts for all development activities at the organization.We are looking for a dynamic, organized, passionate, skilled, disciplined, equity-centered, and strategic leader to manage and maintain excellent relationships with a growing Engagement team, an engaged Board of Directors, and a growing portfolio of major gifts, planned gifts, annual, foundation, and corporate donors.This opportunity is ideal for a goal-driven leader who loves to promote mission driven work to prospects and donors, enjoys coaching and developing team members, delivers exceptional stewardship/customer service, and understands the importance of a robust fundraising infrastructure and disciplined execution of strategies.This role will elevate the organization's vision and secure resources to further the innovative work of UWSL/UP. Driven by a passion for relationships and impact, they will lead the organization in achieving and exceeding ambitious goals. This position is an integral part of the executive team. It will be a strategic partner to the CEO in the creation, development, and execution of a comprehensive fundraising and revenue-generating program, including major gifts, planned giving, annual appeals, new donor cultivation, grant writing, foundation and corporate stewardship, and planning fundraising/cultivation events.Alongside a professional fundraising team of 10 (with two direct reports) striving to meet and grow its annual fundraising goal of approximately $12-$15 million, the CDO will be a collaborative leader and supportive coach. The Engagement Department comprises the Donor/Community Engagement and Development Operations teams. The Chief Development Officer will also partner often with other talented staff, especially on projects that intersect with donors, such as the annual report, events, and donor communications.Position Profile&nbsp;The CDO will have proven experience as a fundraising and organizational development specialist, with several years of management experience in a non-profit organization and savviness in cultivating five-, six-, and seven-figure gifts. They will approach the work with a disciplined fundraising lens emphasizing continuous improvement.&nbsp;A successful candidate will have a strategic vision, the ability to develop a plan, and the capability to guide the organization in implementing the plan. The position requires an experienced, highly creative, self-motivated leader who can effectively communicate the organization’s philanthropic value proposition and develop strategies that will continue accelerating philanthropy and growing and diversifying the support funding base. They will have a problem-solving mindset that allows them to see and proactively solve challenges as they emerge. A successful candidate will understand the tension that sometimes exists at the intersection of equity and philanthropy and can operate on the continuum of donor and community-centered fundraising.Role &amp; Responsibilities&nbsp;Fundraising<ol><li>Support the organization’s priorities using a donor and community-centered fundraising approach to work with donors and community leaders to contribute financial resources and innovative ideas.</li><li>Create and implement an annual strategic fundraising plan that supports the vision, including individual giving, annual fundraising, grants, corporate giving, events, major gifts, and legacy giving.</li><li>Maintain a portfolio of major gift donors through the donor cycle of identifying, qualifying, cultivating, soliciting, and stewarding donors, including individual and institutional donors.</li><li>Collaborate with the CEO to refine donor strategies and ensure key donor relationships are managed.</li><li>Inspire donors, partners, and the community to action through impassioned and eloquent storytelling. Provide leadership that supports the professional growth of the Engagement team.</li><li>Oversee gift processing through policies, systems, and procedures built on ethical standards for soliciting and reporting.</li><li>Utilize data to drive decision-making, create donor segmentation, and enhance predictive financial modeling for the organization in collaboration with the CFO.</li><li>In coordination with staff members, carry out donor meetings, cultivation activities, and special events.</li><li>Partner with the VP of Strategic Communications and Marketing to regularly communicate with donors and community members.</li><li>Identify and implement opportunities for donor recognition, stewardship, and appreciation.</li></ol>Leadership<ol><li>Establish and model collaborative, inclusive behaviors that build a culture of philanthropy.</li><li>Set and achieve fundraising goals, make connections, and cultivate relationships.&nbsp;</li><li>Work with the CEO and CFO to develop and implement financial strategy by creating, approving, and implementing ambitious yet reasonable budgets.</li><li>Monitor progress against the organization’s annual and strategic plans.</li><li>Provide regular updates and analysis on revenue sources.</li><li>Provide fundraising leadership to the Board, including attending Board meetings, leading the corporate engagement committee, preparing and giving reports, and providing opportunities for the Board to engage in fundraising efforts.</li></ol>Compensation &amp; Benefits&nbsp;The salary range for this full-time, exempt position is $130,000 - $160,000. UWSL provides a wide range of benefits to its employees including:&nbsp;Competitive medical, dental, vision insurance6% retirement matchLife, accidental death, long-term, and short-term disability insurance optionsFlexible Spending AccountHSA contribution that doesn't require a matchFree on-site gym &amp; bike storagePaid parking or public transportation subsidyTwo weeks paid office closure (between Christmas and NYE and the week of July 4th)Generous PTOPaid parental leaveOnsite coffee shop &amp; caféPaid time to volunteerWho are you?<ul><li>You lead with powerful charisma based on quiet confidence, compassion, and humility. You can read a room, have high self-awareness, and can accept responsibility and criticism.</li><li>You are hungry to evaluate what is needed and to put systems in place for fundraising efficiency and success. You are disciplined in implementing your plans.</li><li>You do the hard work, look inward, and ask the important questions. You lean in, even when it’s uncomfortable. You advocate for people in the organization at all levels.&nbsp;</li><li>You are a skilled communicator. You are good at building relationships. You are comfortable in a room full of strangers or speaking to crowds. You enjoy making asks and know how to win hearts and minds by connecting people to mission.</li><li>You love to win and share credit. You realize wide engagement in process trumps fast results. You know how to manage up and partner with a CEO. You learn from others, enjoy coaching those around you, and truly care about the people you work with.</li></ul>Additional Skillset &amp; Attributes<ul><li>&nbsp;Five+ years of leadership experience managing development teams and partnering with the CEO to achieve impact.</li><li>Proven record of closing gifts of $100,000+ and managing a donor portfolio.</li><li>Demonstrated success in developing and managing relationships with donors, board members, corporate supporters, and community members.</li><li>Excellent communication and presentation skills - ability to articulate and align mission, vision, and values to donors and donor prospects.</li><li>The maturity, integrity, professionalism, and experience to earn the trust and confidence of our team, donors, board members, and community partners.</li><li>Knowledge of nonprofit governance and experience working with, or on, boards.</li><li>Experience using donor databases and CRMs for donor tracking and research.</li><li>Strong financial acumen with ability to develop and manage budgets.</li><li>Strategic thinker who sees the big picture and can also operate in the details.</li><li>Proven skills to support a great team, set an example, and mentor others.</li><li>Strong project management skills with ability to delegate, meet deadlines, and follow through.</li><li>Commitment to UWSL/UP’s DEI goals and an interest in participating in shared learning activities.</li></ul>Find Us At:&nbsp;uw.org/about/careersutahspromise.orgpromisepartnership.org211utah.orgOr Email:<a href="mailto:Lia@pathwaygroup.co" target="_blank">Lia@pathwaygroup.co</a>To Apply Visit:<a href="https://recruiting.paylocity.com/recruiting/jobs/Details/27801" target="_blank">https://recruiting.paylocity.com/recruiting/jobs/Details/27801</a> 40/Chief-Development-Officer

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