Description
The Specialist – Portfolio Data Management provides tactical and strategic support to frontline fundraisers across the Relational vertical, including Gift Planning, Partnerships, Sports, New Business Development, Employee Engagement, and Multi-Cultural teams. This role ensures accurate portfolio management and data integrity across donor systems, enabling impactful fundraising efforts for ALSAC and St. Jude Children’s Research Hospital.
Key Responsibilities :
Portfolio & Data Hygiene Management
- Serve as a tactical partner to Relational teams, ensuring compliance with portfolio maintenance guidelines and best practices.
- Maintain donor data accuracy across systems, including the donor management system and collaboration tools, to support fundraising goals.
Donor Management System (DMS) Operations
Provide intermediate-level support for DMS tasks such as engagement plan updates, bequest confirmations, donor account merges, donor and gift research, reassignment of donors, interaction uploads, and deceased donor processing.Troubleshoot DMS-related inquiries, including “My Fundraiser Page” and general prospect questions.Charitable Gift Annuity & Proposal Support
Collaborate with fundraisers to create and approve Charitable Gift Annuity calculations and proposals using financial software.Handle sensitive donor information with discretion and maintain deep knowledge of giving vehicles (e.g., securities, CGAs, IRAs, trusts) and tax acknowledgment processes.Donor Relations & Communication
Deliver exceptional service to donors via phone, email, chat, text, and social media.Build and maintain donor relationships, resolve inquiries, and support fundraising initiatives with professionalism and empathy.Manage mail merges, document storage (electronic and physical), and paperless file efforts.Data Integrity Strategy & Reporting
Organize and facilitate data integrity sessions in partnership with the Sr. Specialist – Data Operations.Use intermediate Tableau skills to help fundraisers visualize and interpret donor data through dashboards and reports.Event Support
Serve as a technical resource for Relational-sponsored events such as Donor Appreciation Luncheons and Virtual Gatherings.Manage RSVP processes and coordinate pre-event, day-of, and post-event logistics.Cross-Team Collaboration
Partner with the Prospect Development team and other Relational units to streamline donor data processes and support territory alignment.Promote best practices across collaboration and engagement tools.Training & Onboarding
Support onboarding of new frontline fundraisers and assist in delivering internal training programs.Communicate process updates and maintain documentation of procedures and best practices.Represent ALSAC and St. Jude Children’s Research Hospital with professionalism and integrity in all interactions.Qualifications :
Strong organizational and communication skills with the ability to manage multiple priorities and navigate complex situations.Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).Adaptability to evolving technologies, systems, and organizational structures.Minimum of 2 years of experience in data operations and / or customer service.Ability to understand and follow complex verbal and written instructions.Clear and effective written and verbal communication skills.#LI-TM1
Benefits & Perks
Core Medical Coverage : (low cost low deductible Medical, Dental, and Vison Insurance plans)401K Retirement Plan with 7% Employer ContributionExceptional Paid Time OffMaternity / Paternity LeaveInfertility Treatment ProgramAdoption AssistanceEducation AssistanceEnterprise Learning and DevelopmentALSAC is an equal employment opportunity employer.
ALSAC does not discriminate against any individual with regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, transgender status, disability, veteran status, genetic information or other protected status.
No Search Firms :
ALSAC does not accept unsolicited assistance from search firms for employment opportunities. All resumes submitted by search firms to any ALSAC employee or ALSAC representative via email, the internet or in any form and / or method without being contacted and approved by our Employee Experience team and without a valid written search agreement in place will result in no fee being paid if a referred candidate is hired by ALSAC.