Database and Fundraising Systems Administrator

5 months ago

Toronto, Canada Partners In Health Canada Full time

**Reports To**: Senior Development Officer

**Location**: Toronto / Greater Toronto Area

**Organizational Profile**:
**Position Summary**:
The Database and Fundraising Systems Administrator at Partners In Health Canada will play a critical role in ensuring the efficient operation and optimization of our fundraising systems through our Salesforce CRM. As our internal Salesforce expert and champion, you will interact with all development and programs staff, ensuring PIH Canada’s CRM processes are fit for purpose. Alongside a natural affinity for data systems and processes, you demonstrate a strong understanding of grant management cycles and fundraising processes across annual giving, major gift and government and institutional funding streams. With responsibilities including data entry, data integrity, dashboards and reporting, prospect research, and portfolio development, this position requires strong technical and analytical skills, a commitment to process improvement, and passion for getting the data details right.

**Key Responsibilities**:
Salesforce Administration (65%):

- Serve as the primary administrator for our Salesforce CRM, including user management, data entry, and customization and configuration to meet organizational needs
- Implement and maintain Salesforce workflows, processes, and automation to streamline fundraising operations and enhance data accuracy
- Oversee policies and processes related to moves management and entry of accounts, proposals, gifts, and grants through donor and grant lifecycles
- Update CRM manual and mentor PIH Canada staff on internal business rules; collaborate with internal stakeholders to identify system enhancements and develop solutions to address business requirements
- Develop systems and dashboards to track proposal success rates, trends, and financial forecasting
- Facilitate back-end donor support services including gift processing and tax receipting
- Collaborate with finance team for reconciliation and consistency between Salesforce CRM and organizational accounting and reporting processes
- Monitor overall system performance and troubleshoot issues; pursue professional development opportunities to build organizational capacity in CRM use and management

Portfolio Management and Research (35%):

- Coordinate with development staff to ensure effective prospect identification, assignment and portfolio management, aligning prospects with appropriate gift officers and fundraising priorities.
- Conduct prospect research and analysis to identify new major gift prospects, assess capacity, and prioritize cultivation strategies
- Collaborate with the development team to ensure proper database segmentation for fundraising campaigns and initiatives, leveraging prospect data and insights to inform strategy

**Qualifications and Skills**:

- Bachelor's degree in data and information systems, fundraising/development operations, or a related field
- Minimum three years of experience in Salesforce use and administration, with Salesforce Administrator certification a strong asset
- Proficiency in Salesforce customization, configuration, and data management, including workflows, process builder, and data loader
- Strong analytical and problem-solving skills, with the ability to translate business requirements into technical solutions
- Experience with prospect research and management in a fundraising environment and familiarity with moves management principles
- Excellent communication skills, with the ability to effectively collaborate with cross-functional teams and stakeholders
- Detail-oriented approach with a commitment to data integrity and accuracy.
- Ability to work independently, prioritize tasks, and manage multiple projects simultaneously
- Familiarity with research and fundraising software and tools (eg. iWave, Fundraise Up) is desirable

**Compensation**:
Compensation range is $60,000 - $76,000. We offer a flexible and hybrid work schedule, a competitive health and dental benefits package, professional development and learning, and the opportunity to collaborate and grow with a diverse global team deeply committed to equity and social justice. Applicants must be legally eligible to work in Canada.

**Application Instructions**:
**Commitment to Diversity and Accessibility**:
Pay: $60,000.00-$76,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- RRSP match

Schedule:

- Monday to Friday

**Experience**:

- Salesforce: 3 years (preferred)

Work Location: Hybrid remote in Toronto, ON M5R 3P4

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