Constituent Records Management Manager – Development Services

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

📋 Description

• Act as a growing disciple of Jesus Christ: enhancing love for God, His Word, His people across all ethnicities and cultures, and His purposes throughout the world.

• Carry out systematic identification and examination of duplicate constituent records in Salesforce utilizing deduplication tools and manual audits.

• Perform record merge operations with accuracy, ensuring the preservation of all pertinent giving history, relationships, and engagement data.

• Create and uphold a deduplication schedule and log while tracking volume and trends over time.

• Develop and document rules and criteria for merging to standardize the deduplication process across various record types (individuals, organizations, households).

• Coordinate and implement data append projects with third-party vendors, including NCOA (address updates), email append, phone append, and wealth screening services.

• Assess vendor data quality and manage relationships with vendors in collaboration with leadership.

• Maintain a data enrichment calendar that aligns with annual fundraising campaigns and appeals.

• Conduct routine maintenance on constituent records, including address verification, deceased/inactive flagging, donor preferences, organizational affiliations, and relationship updates.

• Regularly monitor and resolve data quality flags, system alerts, and exception reports.

• Collaborate with development and program staff to address data discrepancies identified through constituent interactions or returned mail.

• Manage mass data imports and exports with accuracy, utilizing Data Loader or similar tools.

• Develop, document, and enforce standards for data entry and naming conventions throughout the CRM.

• Conduct regular audits of data quality and generate health metrics reports for leadership.

• Train and support staff on best practices for data entry to minimize data degradation at the source.

• Maintain a comprehensive data governance log and documentation library for all hygiene processes and decisions.

⛳️ Requirements

• Annually affirm InterVarsity’s Statement of Faith.

• A minimum of 2 years of experience in CRM data management, database administration, or a closely related field.

• Practical experience working within Salesforce, preferably Salesforce NPSP or Nonprofit Cloud.

• Proficiency in current Microsoft Software applications (Outlook, Word, Excel, Access, and PowerPoint) and Google Sheets is preferred.

• Leadership experience is essential.

• Familiarity with data append vendors and NCOA processing.

• Exceptional attention to detail with the capability to manage large volumes of records without compromising accuracy.

• Ability to work independently, prioritize competing tasks, and meet deadlines.

• Strong oral and written communication skills.

• Experience in maintaining confidential records.

• Proven ability and commitment to thrive in a diverse team environment.

🏝️ Benefits

• 403(b) Retirement Savings Plan.

• 403(b) matching contributions.

• Dental insurance.

• Employee assistance program.

• Employee discounts.

• Flexible work schedule.

• Flexible spending accounts.

• Health insurance.

• Health savings account.

• Life insurance.

• Paid time off.

• Parental leave.

• Professional development assistance.

• Vision insurance.