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Operations Advisor, Resource Development

3 months ago

Calgary, Alberta, Canada United Way of Calgary and Area Full time

Fixed-Term, One Year Contract

At United Way of Calgary and Area, we believe that united, we make the biggest difference. We're strongest when we come together to improve local lives and communities—and when we come together as a team, we passionately propel our mission forward. We're currently looking for an Operations Advisor to join our dynamic Resource Development team.

Reporting to the Lead, Resource Development Analytics, the Operations Advisor support the Lead and the broader team through effective data management, process documentation, and general operational support. This role helps to build internal capacity, allowing fund development staff to execute more robust and effective revenue generation strategies.

If you are passionate about your community, aspire to make an impact, thrive in a fast-paced environment, and want to make a difference, then we're looking for you

What you will do

Provide campaign operations support for Resource Development (RD)

  • Build, document, and monitor campaign operations processes, including identifying gaps and refining processes or escalating as required on an ongoing basis
  • Communicate and coordinate campaign operations processes with internal stakeholders on an ongoing basis
  • Support RD as situations arise and support in finding viable solutions
  • Manage the annual outstanding cash and cheque process
  • Primary support for the Manager of Business Development providing data pulls and analysis to aid in strategic decisions, and prospect research providing fulsome views of companies and their top level relationships.
  • Provide consistent communication with CRM project team while advocating for RD needs
  • Support with national campaign reports and coordination
  • Support with new employee onboarding, including Campaign Associates
  • Provide timely data entry and information to the VP - Philanthropy & Operations
  • Completion and submission of Donation Submission Forms

Effective Data Management

  • Account tag management
  • Profile alert note and processing note support
  • Monitoring and updating account life events.
  • Volunteer management
  • Intermediate report pulling
  • Dashboard monitoring
  • Identifying errors in data
  • Finding efficiency in account structuring
  • Managing account status'
  • Support annual data clean up and maintenance
  • Additional maintenance as the CRM functionality increases

Comprehensive Process Documentation

  • Continuously building and updating Salesforce guides
  • Provide additional training where necessary when rolling out documentation
  • Work closely with stakeholders across the organization to ensure the processes meet their needs
  • Identifying gaps and areas where new documentation or processes are required
  • Continuously building and updating general operational process documents

What you will bring

Experience:

  • 2+ years of experience in a fast-paced environment
  • A post-secondary education
  • Advanced knowledge of Microsoft Office programs such as Outlook, Excel, Word, PowerPoint, and TEAMS
  • Experience with Salesforce considered an asset
  • Experience with SharePoint considered an asset
  • Experience managing a large database considered an asset

Attributes:

  • Highly developed communication (oral and written) and interpersonal skills
  • Excellent attention to detail, ability to work with numbers and proven track record of accuracy
  • Proven ability as an independent, self-starter, who can initiate and recommend solutions and improvements to processes
  • An inquisitive nature with willingness and ability to learn quickly
  • Demonstrated leadership, training, and facilitation skills
  • Strong organizational skills

United, we make the biggest difference

United Way is a not-for-profit organization that has played a vital role in our community for over 80 years. As a social impact organization, our mission is clear: we mobilize communities for the common purpose of working together to create lasting social change.

In addition to meaningful work where you can have an impact, United Way also offers a comprehensive compensation and benefits package, a hybrid work environment, and flexible working hours.

Our Commitment to an Inclusive Culture

We are committed to creating an inclusive culture where everyone feels valued and respected, and that reflects the diverse community we serve. We welcome applications from all qualified candidates and encourage candidates with diverse backgrounds, experiences, styles, and abilities to apply. If you require accommodation at any stage of the hiring process, please let us know.

Our Commitment to Health and Safety

At United Way we are committed to protecting our team, our clients, and the community we serve by providing a safe and healthy workplace. We will follow all health and safety guidelines in accordance with the Occupational Health and Safety Act of Alberta and Alberta Health Services guidelines.

To Apply

Send cover letter and resume (PDF) by 4:00 pm June 17, 2024, to

Subject Line: Operations Advisor, Resource Development – Your Name.

To learn more about the United Way of Calgary and the Area, please visit our website at

We thank all applicants for their interest and effort in applying for this position, however, only those being considered will be contacted.