Senior Development Operations & CRM Specialist

Position Summary 

The Senior Development Operations & CRM Specialist serves as the primary administrator and internal technical specialist for EngenderHealth’s Salesforce NPSP environment and is responsible for the day-to-day management, coordination, and administration of donor operations, CRM systems, and fundraising technology platforms to ensure accurate data management, gift processing, reporting, and campaign tracking.

The role provides operational and systems coordination to fundraising, communications, and business development teams by maintaining data integrity, managing system configurations, and ensuring that donor and campaign data are processed, tracked, and reported accurately.

EngenderHealth is currently evolving and strengthening its fundraising operations infrastructure following recent system migrations and platform transitions. This role will support the ongoing development, implementation, documentation, and coordination of operational processes and fundraising systems across the development function.

The Senior Development Operations & CRM Specialist documents systems, processes, and workflows to ensure continuity, knowledge sharing, and operational resilience.

The role focuses on day-to-day execution, CRM administration, systems coordination, operational support, process implementation, and fundraising systems management while collaborating closely with internal stakeholders and external vendors to strengthen operational consistency, efficiency, and reporting accuracy.

The role operates with a high degree of independence within established organizational frameworks, exercising independent judgment in day-to-day systems administration and operational coordination while escalating strategic, enterprise-level, or high-risk issues as appropriate.

Essential Functions

Essential functions represent the fundamental duties of the position. Reasonable accommodation may be provided to enable qualified individuals with disabilities to perform essential functions.

CRM Administration and Data Management

1. Serve as the primary administrator for EngenderHealth’s Salesforce NPSP environment configuration, data integrity, and maintenance
2. Coordinate data migration activities and maintain historical records
3. Perform import/export management
4. Develop and maintain dashboard and standard reports
5. Maintain data quality through ongoing review and correction
6. Coordinate CRM functionality related to reporting, segmentation, and operational data management needs
7. Document system configurations and processes
8. Coordinate with vendors (e.g. ThankTank, FundraiseUp)

Fundraising Technology and Platform Administration

1. Administer fundraising and marketing technology platforms
2. Manage email and digital outreach systems (e.g., MailChimp, META, Google)
3. Coordinate platform transitions, system testing, and data validation activities
4. Manage day-to-day FundraiseUp and Stripe administration and coordinate implementation and integration activities
5. Test and validate system updates
6. Maintain system configurations and access permissions
7. Maintain operational documentation, workflows, and process preferences across fundraising systems
8. Monitor fundraising systems functionality, usability, and operational efficiency and contribute to ongoing improvements
9. Reporting, Validation, and Operational Coordination
10. Generate, validate, and maintain donor, campaign, operational, and business development reports and dashboards
11. Prepare campaign performance reports and provide data to inform operational decision-making
12. Develop and maintain standard donor, campaign, and operational reports and dashboards
13. Validate reports for accuracy
14. Coordinate operational reporting, invoice processing, and financial reconciliation support

Campaign Tracking, Attribution, and Fundraising Operations

1. Coordinate campaign tracking and attribution processes across fundraising channels, including direct mail, email, digital fundraising, and events
2. Create, maintain, and manage campaign/source tracking structures within Salesforce NPSP and related fundraising platforms
3. Coordinate campaign data imports, segmentation, list management, and tracking workflows
4. Coordinate digital attribution through donation links, URLs, forms, and campaign tracking tools
5. Troubleshoot discrepancies related to campaign tracking and attribution standards across fundraising systems
6. Apply campaign tracking and attribution standards consistently across fundraising systems
7. Coordinate operational processes for fundraising campaigns and related data activities

Donor Operations, Gift Processing, and Reconciliation

1. Administer donor operations workflows related to gift processing, acknowledgements, reconciliation, and documentation
2. Ensure accurate gift entry and coding across all giving channels, including check, DAF, stock, wire, and digital gifts
3. Monitor gift processing and acknowledgement workflows, including quality control and documentation standards
4. Ensure donor intent, gift restrictions, attribution, and acknowledgement requirements are accurately recorded and documented
5. Validate classification and documentation of gifts with special tax or compliance considerations
6. Maintain accurate constituent records and data integrity standards
7. Coordinate with finance to support timely reconciliation

Required Qualifications

1. Bachelor’s degree or equivalent combination of education and relevant professional experience
2. Typically 6-8 years of experience in CRM administration, development operations, fundraising operations, systems management operations, database management, or related operational support functions
3. Experience administering Salesforce NonProfit Success Pack (NPSP) required
4. Experience managing CRM systems, fundraising platforms, and donor data workflows
5. Experience with data imports/exports, and systems administration
6. Experienced supporting fundraising operations, campaign tracking, reconciliation, and reporting processes
7. Strong attention to detail and commitment to data accuracy
8. Ability to manage multiple priorities and deadlines in a dynamic environment
9. Strong written and verbal communication skills
10. Ability to adapt to evolving systems, technologies, and operational processes
11. Ability to troubleshoot systems issues, and support cross-functional operational needs
12. Experience working across teams and supporting operational coordination in a dynamic environment.

Preferred Qualifications

1. Salesforce Certified Administrator strongly preferredWorking knowledge of SQL, data querying, or relational database structures preferred
2. Experience supporting web-based fundraising tools, forms, tracking, or integrations preferred
3. Experience with basic website content management or updates preferred
4. Experience in nonprofit fundraising or development operations
5. Familiarity with donor compliance, gift processing, and reconciliation requirements
6. Experience with digital fundraising tools, systems integrations, and marketing platforms
7. Experience with reporting tools, dashboards and fundraising analytics

Travel Requirements

Occasional domestic travel may be required with reasonable accommodation to support team engagement.

Work Environment and Physical Requirements

This position primarily involves computer-based work in a remote environment. Duties may include extended periods of computer use, participating in virtual meetings, and communicating effectively in written and spoken formats.

Work may be performed with or without assistive technology.

Reasonable accommodations may include ergonomic equipment, adaptive technologies, modified schedules, alternative communication methods, or other supports provided in accordance with applicable law and organizational policy.

Flexible work arrangements may be available based on business needs.

Equal Employment Opportunity Statement

EngenderHealth is committed to equal employment opportunity and prohibits discrimination based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other protected characteristic under applicable federal, state, and local employment laws. Applicants may choose to omit age-identifying details, including graduation dates, or early employment history, from resumes or applications. Submission of redacted materials will not impact candidacy or hiring decisions. Applicants who require accommodation during the recruitment process are encouraged to request them by emailing HR@engenderhealth.org.

Disclaimer

This job description describes the general nature and level of work performed by individuals in this role. It is not intended to be an exhaustive list of all responsibilities or qualifications. Duties may be modified or assigned as organizational needs evolve.