Job description

Membership Database Manager-Dynamics 365 job at Perennial Resources International. New York, NY. THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN NYC. THIS IS NOT A DEVELOPER POSITION RESPONSIBILITIES Development and Membership Serve as the departmental expert in Dynamics 365 and Universe functionality, stay up to date on new developments and skillfully share knowledge and train other users · Make recommendations for process improvements and analytics insight opportunities · Ensure CRM ecosystem is used to full potential and maintain and update configuration for the most user-friendly functionality and output · Work across departments to craft and schedule Membership communications including, but not limited to, digital renewal emails, acknowledgements, and membership cards · Lead and implement the Council event registration process · Engage as an Ambassador for social media initiatives by actively sharing social media posts within one's own networks, to amplify the organization's reach and foster community engagement Operations & Gift Administration · Maintain or update existing procedures for Development department, including but not limited to financial reconciliation, data configuration, documentation of standard operating procedures, training and onboarding · Work and support all engagement efforts, directly soliciting members, meeting our annual revenue goal, managing the fulfillment of member benefits, and the building professional relationships with our members · Support Public and Industry membership cultivation as needed · Provide training and support to all Development team members to maximize use of databases · Oversee and/or conduct all data entry with accuracy including creating new customer, membership, and gift records, updating contact information, research, relationships, etc. · Execute gift acknowledgement process to ensure that all donations are acknowledged in an accurate and timely manner · Provide annual donor reports Data Management, Data Integrity, and Hygiene · Adhere to industry best practices and organizational procedures regarding the entry, maintenance, and storage of data · Ensure that database is well maintained, comprehensive, up to date, ensuring database integrity · Liaise with IT, Operations, Marketing & Communications to support integrations with other software platformsReconcile with Finance Department on a monthly basis and as needed · Maintain up to date records of all members and development prospects. Data Output & Analytics · Develop key insights using analytics to optimize the strategy and execution, ultimately reaching membership goals · Collaborate with development staff and other departments to create standard and custom lists, extractions, and reports · Regularly generate departmental status report to measure progress against fundraising goals · Work with development team to generate mailing lists and merge lists for direct mail and email appeals, as well as event invitation lists, invoices, and pledge reminders · Utilize key data and analytics to share insights across departments · Develop dashboards to provide quick, accurate, up to date information for team members as well as executive and volunteer leadership · And other tasks as necessary CORE COMPETENCIES Our successful employees meet the following criteria: · Highly organized with proven ability to meet deadlines and budgets · Outstanding leadership skills and ability to lead cross functional teams · Ability to take ownership of all tasks and manage simultaneously · Outstanding verbal communication and superior business writing skills · Positive and professional demeanor with excellent interpersonal, administrative, and managerial skills · Ability to handle and prioritize multiple tasks while maintaining attention to detail · Resourcefulness, creativity, and strong problem-solving and research skills REQUIREMENTS · 3+ years' experience in Development and Membership operations or analytics · Proficiency in Dynamics 365 or similar CRM database required · Proficiency with Microsoft Office suite, particularly Excel, is required · Excellent organizational and project management skills with meticulous attention to detail · Ability to work early mornings and late evening, when necessary, to support events and programs · A proactive and entrepreneurial approach to work; self-starter and fast learner · Ability to meet tight deadlines · Strong organizational skills, strong attention to detail, interpersonal skills, good judgment, and ability to work collaboratively and independently in a fast-paced, goal-oriented environment · Ability to work cross-department and cross-functional · Strong work ethic with desire and preference to work in-person as part of a cohesive, collaborative, high-energy, in-the-office work environment · Bachelor's degree from an accredited college or university · Bilingual fluency in Spanish a plus

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