Position Summary

This role serves as a key liaison between Philanthropy & External Relations (P&ER), Information Technology Services (ITS), and Donor Services (DS). This role is responsible for ensuring that P&ER’s business requirements, such as Annual and targeted commitments, multi-year commitments, endowments, recognition policies, adjustments, acknowledgments, event registrations, and other campaign-related operations are effectively translated into streamlined processes and systems.

The Director will play a central role in supporting the organization’s transition to MS Dynamics, ensuring that campaign operations have clear, standardized protocols and procedures. They will design, document, and maintain workflows that improve efficiency, accuracy, and data integrity.

Working closely with ITS and DS, they will develop and implement reports, dashboards, and business processes that support organizational goals. The position also provides training and resources to Development staff to ensure consistent adoption of these practices. Success in this role requires strong collaboration with P&ER leadership to understand evolving needs and ensure that operational and reporting requirements are met.

Duties and Responsibilities

Operational Leadership

• Develop a deep understanding of campaign business practices and manage intake of all operational needs.
• Assist with the transition to MS Dynamics, ensuring adoption of best practices and creation of standard protocols and procedures for all campaign operations.
• Define and document data and reporting requirements to improve business processes.
• Create user-friendly documentation, role-based training, and process guides to ensure high-quality, consistent data with Philanthropy & External Relations.
• Establish clear workflows for pledge entry, acknowledgments, adjustments, reporting, stewardship and other business practices in coordination with ITS and DS teams.
• Promote adherence to Federation policies regarding gift entry, data accuracy, and financial integrity.
• Serve as the primary point of contact between P&ER, ITS, and DS for MS Dynamics reporting and data management.

Project Management

• Translate business needs into clear technical requirements for ITS.
• Partner with ITS and DS to optimize MS Dynamics functionality and enable self-sufficient reporting capabilities, ensuring reports are accurate, relevant, and timely.
• Manage project timelines, deliverables, and stakeholder communication.
• Facilitate regular meetings to review project progress and address issues.
• Develop and maintain documentation for reporting processes and procedures.
• Coordinate with ITS to troubleshoot and resolve reporting or technical challenges.
• Establish service-level expectations for turnaround time and report quality.

Training & Support

• Provide training and ongoing support to P&ER staff on MS Dynamics and related reporting tools in collaboration with ITS Team.
• Define and document standards for data entry, reporting, moves management, data export and other essential Campaign operations in MS Dynamics.
• Maintain a knowledge base of P&ER-related MS Dynamics processes, including guides and FAQs.
• Serve as a key resource for questions on campaign operations, procedures, and data.

Data Hygiene & Analysis

• Ensure accuracy, consistency, and timeliness of data within MS Dynamics.
• Conduct regular audits of data entry and reporting practices to ensure compliance with standards.
• Analyze data and develop reports and dashboards that inform strategic decision-making.
• Provide narrative context alongside reports to guide strategy and highlight key insights.

Donor Engagement & Stewardship Support

• Support portfolio management through standardized tools for donor research, assignments, and tracking within MS Dynamics.
• Ensure donor interactions and follow-up actions are consistently documented.
• Manage systems to track ambassador assignments, donor outreach, and outcomes.

Collaboration

• Partner with P&ER, Donor Services, Finance, and ITS to ensure accurate and compliant processes for gift acceptance, receipting, reporting, stewardship and records management.

Requirements and Qualifications

• Bachelor’s degree in Business Administration, Information Systems, Operations or a related field.
• Experience working in a fundraising organization required.
• Proven experience in a similar role, preferably within a non-profit or similar organization.
• Excellent project management, communication and interpersonal skills.
• Ability to translate business requirements into technical specifications.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office 365 and other relevant software.
• Experience with specific Blackbaud and Microsoft Dynamics CRM systems used by the organization is a plus.
• Knowledge of data visualization tools and techniques.
• Strong knowledge of Microsoft Power Tools (Power BI features PowerView, PowerPivot, and PowerQuery).
• Ability to manage multiple priorities in a fast-paced, collaborative environment.
• Commitment to the mission and values of the Federation/nonprofit sector.

Work Environment:

Position is eligible to work from home occasionally in accordance with Federation policies. When working from home, employee must:

· Follow all Federation policies and procedures,

· Be available to other employees during Federation’s normal business hours,

· Not work from a public place (e.g., coffee shop, library, etc.) and/or join a public, insecure wi-fi network when working with sensitive or confidential information,

· Coordinate with IT department to maintain appropriate computer equipment and connectivity.

Pay Rate:

In addition to benefits, the annual salary range for this role begins at $80k. We benchmark our salaries for new hires in relation to the role, level, and role location; however, we consider a multitude of factors, to include relevant experience, skills, and education/training, to determine compensation levels.

The Jewish Federation of Palm Beach County is an Equal Opportunity Employer.

The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time at the Federation’s discretion. Employment is at-will, and this job description is not an employment contract, and nothing herein shall be deemed to create in any way whatsoever an employment contract.