Associate Director, Advancement Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and lead the organization’s advancement services function, including data management, reporting, analysis, and prospect research.

• Act as the primary Salesforce expert for the Development team, managing accounts, data fields, reports, and dashboards.

• Offer insights and training on building reports and using Salesforce effectively.

• Serve as a liaison between the Development and Tech teams to articulate priorities, troubleshoot CRM issues, and meet fundraising data requirements.

• Assist with Salesforce Agentforce for managing opportunities, creating accounts, and tracking interactions.

• Collaborate with the Tech Team to create innovative solutions that enhance user experience and improve operational efficiency.

• Lead prospect research efforts and serve as the iWave specialist.

• Generate hyperlinked donor profiles and screening reports.

• Collect and input prospect and donor data into Salesforce.

• Create and maintain standardized fundraising reports and dashboards.

• Design and enforce data hygiene protocols.

• Monitor and audit revenue data, including opportunities, pledges, and transactions.

• Review and enhance Salesforce standard operating procedures in conjunction with the Tech Team.

• Support strategic fundraising initiatives through data-driven insights and recommendations.

• Carry out additional duties as assigned.

⛳️ Requirements

• 5–7 years of relevant fundraising experience.

• Bachelor’s degree in marketing, social work, English, communications, management, public relations, marketing, or equivalent experience.

• Experience in managing administrative tasks such as record management, note-taking, and scheduling.

• Proficient in Google Suite, Canva, Salesforce, and Hive, or the ability to learn these tools quickly.

• Strong research skills applicable to fundraising, business, or related fields.

• Exceptional written and verbal communication abilities.

• Keen attention to detail.

• Capacity to learn rapidly and adapt to diverse tasks and challenges in a dynamic environment.

• Ability to work effectively and communicate with individuals from various backgrounds, fostering a cooperative team environment.

• Willingness to travel out of town overnight several times a year for staff offsites, planning retreats, and company-wide events.

• Availability to work nights, weekends, and holidays as needed.

• Capability to lift and carry supplies and equipment weighing up to 30 lbs.

• Familiarity with the military community is preferred.

• Experience with membership-driven organizations is a plus.

🏝️ Benefits

• Engage in mission-driven work that supports military service members and their families.

• Enjoy flexible work options (remote or hybrid depending on the role).

• Receive a competitive salary.

• Access comprehensive benefits, including health, dental, and vision insurance.

• Participate in a 403(b) retirement plan with employer matching.

• Utilize Flexible Spending Accounts.

• Obtain life insurance coverage.

• Benefit from disability insurance.

• Receive a communications allowance.

• Explore professional development and career growth opportunities.

• Take advantage of PCS leave for Active Duty military spouses.