Development Operations and CRM Manager
WellPower - Administrative
Summary
The Development Operations and CRM Manager leads the systems, data, and operational infrastructure that grow philanthropic revenue and strengthen donor relationships at WellPower. This development operations role combines CRM administration, gift processing and reconciliation, fundraising reporting, and donor strategy support. As lead administrator of Virtuous, WellPower's constituent relationship management (CRM) platform, the role also sets CRM practices for Community Engagement, Marketing and Communications, and Public Policy teams.
Job description
Job Duties & Functions
- Administer Virtuous CRM and Virtuous Raise, including system configuration, automated workflows, integrations, and vendor relationships.
- Lead data governance across all teams that use the CRM, including data standards, SOPs, and a shared data glossary.
- Manage CRM users, permissions, and training, and lead quarterly user and leadership meetings.
- Maintain data hygiene and protect the privacy and security of constituent data, including HIPAA compliance.
- Partner with the Director of Philanthropy to build dashboards and produce monthly and fiscal-year-to-date revenue reports for executive leadership and the Board.
- Analyze fundraising results, such as donor retention and campaign performance, and recommend strategy improvements.
- Own end-to-end gift processing, including entry, coding, acknowledgments, receipts, and third-party giving platforms, automating where possible.
- Lead the monthly reconciliation of CRM gift records with Accounting, and track pledges, expected gifts, and tax credit gifts.
- Build the CRM infrastructure for campaigns, appeals, events, and automated donor email workflows, using content developed with Marketing and Communications.
- Maintain the prospect and portfolio management structure, and manage stewardship workflows in the CRM.
- Other duties as assigned.
Requirements & Qualifications
- Bachelor's degree or an equivalent combination of education and experience.
- 5+ years in nonprofit fundraising, development operations, or advancement services, including 3+ years as lead administrator of a donor CRM such as Raiser's Edge NXT, Salesforce Nonprofit Cloud, DonorPerfect, or Bloomerang.
- Demonstrated experience leading data governance, including data standards, SOPs, user permissions, and training, for a database shared by multiple teams.
- Virtuous CRM and Virtuous Raise; building automated donor journeys or workflows; healthcare or behavioral health fundraising; project management tools such as Asana or Lucid (Preferred).
Work Location
This is a hybrid opportunity open to folks residing in the Greater Denver Metro area and will require 1-2 days per week on-site and the rest of the week working remotely.
Requirements
- Bachelor's degree or an equivalent combination of education and experience
- 5+ years in nonprofit fundraising, development operations, or advancement services
- 3+ years as lead administrator of a donor CRM such as Raiser's Edge NXT, Salesforce Nonprofit Cloud, DonorPerfect, or Bloomerang
- Demonstrated experience leading data governance, including data standards, SOPs, user permissions, and training, for a database shared by multiple teams
- Virtuous CRM and Virtuous Raise (Preferred)
- Building automated donor journeys or workflows (Preferred)
- Healthcare or behavioral health fundraising (Preferred)
- Project management tools such as Asana or Lucid (Preferred)
Benefits
- Medical, Dental & Vision
- Robust Benefits Package
Company overview
WellPower - Administrative is a specialized organization focused on providing administrative support services within the mental health care sector. The company operates as a critical component of the healthcare ecosystem, offering backend administrative solutions that enable mental health providers to focus on patient care while ensuring operational efficiency. Their services likely include billing and revenue cycle management, credentialing and provider enrollment, insurance verification and authorization, compliance management, and practice management support. By handling the complex administrative aspects of mental health practice, WellPower helps healthcare providers navigate the intricate regulatory landscape, optimize reimbursement processes, and maintain compliance with healthcare standards. The organization plays a vital role in supporting mental health professionals by streamlining administrative workflows, reducing administrative burden, and improving overall practice efficiency. Their specialized focus on mental health care administration positions them as experts in addressing the unique challenges and requirements of behavioral health practices, including specific billing codes, insurance requirements, and regulatory considerations that are particular to mental health services.