Data and Portfolio Manager

SUMMARY

USA for UNHCR (U4U) is seeking a Data and Portfolio Manager who will play a critical role in supporting both the Private Philanthropy and Integrated Partnerships (PPH) teams. This position requires a strategic thinker with strong data management skills, proficient in Salesforce CRM, and capable of collaborating with frontline fundraisers and generating insightful reports and dashboards. The Data and Portfolio Manager will ensure standardized use of Salesforce across teams, maintain data accuracy, and provide necessary reporting to senior leadership.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Ensure that Private Philanthropy and Integrated Partnerships teams are using Salesforce in a standardized way.
• Oversee the correct input and tracking of data into Salesforce CRM by both teams, maintaining data integrity and accuracy.
• Develop and implement best practices for data management and usage across teams.
• Provide training and support to PPH staff on data management best practices and the use of Salesforce CRM.
• Serves as the liaison with the Business Systems Team for PPH.
• Create and maintain comprehensive reports and dashboards in Salesforce CRM to support fundraising efforts.
• Provide regular and ad-hoc reporting to the Senior Directors of Private Philanthropy and Integrated
• Analyze donor data to identify trends and opportunities for growth.
• Collaborate with the Director of Pipeline Development to generate insights that inform strategic decision-making.
• Manage the assignment of new major donors and major donor prospects to Major Gift Officers.
• Monitor and evaluate performance of assigned portfolios, ensuring optimal distribution of prospects and donors.
• Regularly review and adjust portfolios to maximize fundraising potential and efficiency.
• Collaborate with Major Gift Officers to develop personalized engagement plans for major donors.
• Track and report on the progress of donor cultivation and solicitation activities.
• Provide support to Integrated Partnerships on portfolio management as needed.
• Other duties as assigned

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Minimum 7 years of experience in data management and reporting, preferably in a nonprofit fundraising environment. Bachelor’s degree in a related field preferred.
  • In lieu of education/degree requirements a successful candidate will:
  • Have a portfolio of research work representing research that led to valuable insights or experiences, including research goals, methodologies, the process followed, your role, data visualizations, and articulated insights
  • Ability to collaborate effectively with diverse teams and roles.
  • Proactive mindset and willingness to take risks and learn from setbacks.
  • Strong relationship-building skills and adaptability
  • Value diversity and take pride in cultivating an atmosphere of inclusion and various perspectives.
• Demonstrates passion for U4U’s mission; Understanding of refugee issues and global affairs
• Proficiency in Salesforce CRM, preferably in non-profit environment (NPSP)
• Experience in generating reports and dashboards for senior leadership.
• Detail-oriented with a high level of accuracy
• Understanding of major gift fundraising processes and best practices.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team.
• Sound judgement and emotional intelligence when interacting with colleagues, peers, and vendors.

WORK LOCATION

Hybrid + Washington, DC + May also involve travel to some locations within the company’s region of operations and select donor locations.

COMPENSATION

$103-385 - $112,7483

DISABILITY SPECIFICATIONS

USA for UNHCR will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

USA for UNHCR is an Equal Opportunity Employer. Refugees and all other protected classes are encouraged to apply.