Money Fit by DRS
Revenue Operations Associate
Money Fit by DRS, San Francisco, California, United States, 94199
Full-time
DescriptionThis role reports to the Senior Director, Data Operations
ORGANIZATIONAL OVERVIEW
As a center for Jewish philanthropy, the Jewish Community Federation and Endowment Fund (the Federation) mobilizes assets to support the most pressing issues of our time, while building and sustaining thriving Jewish communities in the Bay Area, Israel and beyond for generations to come. We inspire personal and collaborative philanthropy, and facilitate grantmaking, impact lending, and advocacy to make the world a better place.
With our work guided by Jewish values, the Federation operates as a community foundation, partnering with individuals and families to implement their charitable visions as well as to connect and strengthen the Jewish non-profit sector. In 2022, the Federation granted and loaned more than $245 million, making it the single largest funder of Jewish causes in the state of California.
The Federation is seeking a highly motivated and qualified individual with a variety of skill sets who wants to join a team working to build a new model of 21st century and next generation Federation engagement.
POSITION SUMMARY
The Revenue Operations Associate is responsible for supervising revenue operations, as well as supporting the fundraising goals of the Federation including individual giving, event planning, client services, and database analysis. This role is a member of the Data Department and will support facilitation of organization-wide operations and data efforts, working closely with Stewardship, Marketing, Business Development, and Philanthropy teams.
This role is a full time, hybrid position with two days in the office in San Francisco.
ESSENTIAL FUNCTIONS
Manage and track donor data analytics.Analyze data and trends and use findings to inform strategies and decision-making.Serve as a collaborative partner, ensuring smooth fundraising, data management, and information sharing between departments.Manage campaign set-up processes.Ensure data integrity.Build and maintain reports and dashboards.Manage the distribution and flow of constituent acknowledgements and financial statements.Build and support solicitation and event invitation distribution lists in collaboration with Stewardship and Marketing teams.Review and maintain data related to giving, payment collection, and event registrations.Work as an intermediary between philanthropy and data teams to ensure proper CRM training.Oversee operations for high-volume fundraising seasons and event registrations.Support onsite events as needed.RequirementsQUALIFICATIONS (KNOWLEDGE, SKILLS, ABILITIES)
Background in campaign management with experience using new technologies to drive fundraising success.Proficiency in Salesforce NPSP/NPC, as well as Microsoft Office Suite programs including Outlook, Word, and Excel, and fundraising platforms like Classy; Tableau experience is a plus.Highly organized, able to manage multiple tasks at any given time in a fast-paced environment.High level of interpersonal skills to handle sensitive and confidential situations.EDUCATION AND EXPERIENCE
Bachelor’s DegreeMinimum of three years of experience in similar role.EMPLOYMENT PRACTICES
The Federation views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a company culture where everyone can thrive. We strive to create a community that draws upon the widest possible talent pool to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. The Jewish Community Federation and Endowment Fund is an equal opportunity employer.
Salary Description$65,000-$85,000/annually#J-18808-Ljbffr
DescriptionThis role reports to the Senior Director, Data Operations
ORGANIZATIONAL OVERVIEW
As a center for Jewish philanthropy, the Jewish Community Federation and Endowment Fund (the Federation) mobilizes assets to support the most pressing issues of our time, while building and sustaining thriving Jewish communities in the Bay Area, Israel and beyond for generations to come. We inspire personal and collaborative philanthropy, and facilitate grantmaking, impact lending, and advocacy to make the world a better place.
With our work guided by Jewish values, the Federation operates as a community foundation, partnering with individuals and families to implement their charitable visions as well as to connect and strengthen the Jewish non-profit sector. In 2022, the Federation granted and loaned more than $245 million, making it the single largest funder of Jewish causes in the state of California.
The Federation is seeking a highly motivated and qualified individual with a variety of skill sets who wants to join a team working to build a new model of 21st century and next generation Federation engagement.
POSITION SUMMARY
The Revenue Operations Associate is responsible for supervising revenue operations, as well as supporting the fundraising goals of the Federation including individual giving, event planning, client services, and database analysis. This role is a member of the Data Department and will support facilitation of organization-wide operations and data efforts, working closely with Stewardship, Marketing, Business Development, and Philanthropy teams.
This role is a full time, hybrid position with two days in the office in San Francisco.
ESSENTIAL FUNCTIONS
Manage and track donor data analytics.Analyze data and trends and use findings to inform strategies and decision-making.Serve as a collaborative partner, ensuring smooth fundraising, data management, and information sharing between departments.Manage campaign set-up processes.Ensure data integrity.Build and maintain reports and dashboards.Manage the distribution and flow of constituent acknowledgements and financial statements.Build and support solicitation and event invitation distribution lists in collaboration with Stewardship and Marketing teams.Review and maintain data related to giving, payment collection, and event registrations.Work as an intermediary between philanthropy and data teams to ensure proper CRM training.Oversee operations for high-volume fundraising seasons and event registrations.Support onsite events as needed.RequirementsQUALIFICATIONS (KNOWLEDGE, SKILLS, ABILITIES)
Background in campaign management with experience using new technologies to drive fundraising success.Proficiency in Salesforce NPSP/NPC, as well as Microsoft Office Suite programs including Outlook, Word, and Excel, and fundraising platforms like Classy; Tableau experience is a plus.Highly organized, able to manage multiple tasks at any given time in a fast-paced environment.High level of interpersonal skills to handle sensitive and confidential situations.EDUCATION AND EXPERIENCE
Bachelor’s DegreeMinimum of three years of experience in similar role.EMPLOYMENT PRACTICES
The Federation views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a company culture where everyone can thrive. We strive to create a community that draws upon the widest possible talent pool to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. The Jewish Community Federation and Endowment Fund is an equal opportunity employer.
Salary Description$65,000-$85,000/annually#J-18808-Ljbffr