Database/CRM Manager , Resource Development

About Accion

Accion is a global nonprofit committed to creating a financially inclusive world, with a pioneering legacy in microfinance and fintech impact investing. We catalyze financial service providers to deliver high-quality, affordable solutions at scale for the three billion people who are left out of — or poorly served by — the financial sector. For nearly 60 years, Accion has helped tens of millions of people through our work with more than 160 partners in 55 countries. More at http://www.accion.org.

About Resource Development

Accion’s Resource Development department has a solid track record of creative partnerships, strategic fundraising and proven results. We work across a broad base of corporate and private foundation partners including Mastercard, Credit Suisse, FMO, Bill and Melinda Gates, MetLife, and Citi Foundations. In addition, we work with individual impact investors, philanthropic donors and the public sector to carry out our important and increasingly urgent mission. Building on the existing strong base of supporters and partners, we aim to further expand the team and amplify our strategic partnership priorities.

Position Summary

The Salesforce Database Manager reports to the Vice President of Fundraising Strategy, Planning and Insights and will lead the ongoing development of our Salesforce Nonprofit Success Pack (NPSP) deployment. This role is an opportunity for a mission-driven individual with at least three years’ experience as a database/CRM manager in a non-profit fundraising environment, with at least one year as a Salesforce administrator. The Database Manager will streamline existing processes and harness data insights to make data-driven decisions that increase the organization’s fundraising efficiency and support from individuals and institutions alike.

In this role, you will work closely with the Resource Development team to maintain the information and reporting systems in the Salesforce database. You will coordinate with vendors regarding gift processing, website integration, cryptocurrency donations, corporate matching gifts, and donor-advised fund contributions. You will provide essential support for dashboard buildout, data insights, monthly/quarterly reconciliations, and documentation of procedures and other projects as needed. This position is essential to the daily functioning of the department, for campaign and results analyses, and strategic planning.

The ideal candidate will have a proven track record of improving processes and adoption using the Salesforce platform. You are a systems thinker and enjoy learning about technology and how it can drive organizational impact. You naturally take ownership, can navigate unfamiliar settings, and enjoy both building and managing data systems.

Position Responsibilities

Systems Oversight and Development

• Provide overall management, maintenance and ensure proper functioning of Resource Development’s Salesforce database, safeguarding the integrity and quality of data
• Own data management processes, including mass export/import/update, de-duplication and record merging, field and functionality creation and maintenance, and advanced report and dashboard development
• Provide oversight of connected Resource Development software, ensuring that data is imported and exported between databases
• Provide training and support the Resource Development team; disseminate relevant information regarding software upgrades and coding changes
• Create, manage, and update all reports and dashboards for team members in the department
• Liaise with third-party gift processing vendor for retail individual donors including training, troubleshooting, and process decisions
• Work closely with the Finance team to ensure accuracy and data integrity for monthly reconciliations between Resource Development and Finance

Data Insights

• Working closely with the Chief Development Officer and the VP of Fundraising, Strategy and Insights to leverage data visualization tools such as Power BI and Tableau to identify donor trends and patterns
• Provide insights on donor appeal campaigns, the major donor pipeline, and corporate/foundation giving
• Create graphs and charts of data insights to support the Chief Development and Partnerships Officer on strategic planning and presentations
• Have a genuine interest in visual analytics and openness to learn new tools in an everchanging space

Position qualifications

• Bachelor’s degree or equivalent education and experience

• Prior experience with global NGO and/or private sector organization in social impact space

• Minimum of 3+ years of experience as a database manager, with at least 1+ years as a Salesforce administrator, ideally using NPSP in a fundraising environment

• Salesforce Administrator certification preferred

• Deep comfort and fluency with other systems such as SharePoint, Microsoft Excel, and data visualization tools such as Power BI and Tableau

• Strong organizational, time management and prioritization skills

• Ability to manage multiple projects while working with key internal stakeholders across Resource Development and the organization

• Strong interpersonal and communication skills

• High degree of accuracy and attention to detail

• Interested in our mission and working globally.

• Willingness to embody our values of excellence, respect and passion for social change.

• Excellence: Accion staff should always put forth their best effort in all activities, strive for high quality of collective and individual performance; and demonstrate honesty and integrity at all times while in the workplace and while working on behalf of the organization.

• Respect: Accion staff should value one another’s roles and responsibilities as much as their own, be encouraging, and value the diverse and unique perspectives of colleagues. They should honor obligations and commitments to each other and to external partners.

• Passion for Social Change: Accion staff should be committed to making a difference in the lives of those less fortunate, value the greater good of the organization over personal gain, and promote a productive workplace by acknowledging the accomplishments of others.