Director Development Services

  • Salk Institute for Biological Studies
  • San Diego, CA 92121, USA
  • Apr 07, 2022
Full time Development/Advancement/Fundraising

Job Description

 

Reporting to the Senior Director, External Relations Administration (SDER), the Director, Development Services (DDS) provides leadership, creative problem solving and strategic coordination of central services in support of the Institute's established fundraising initiatives. Establishes and maintains an effective interface between Development Services, fundraising units, the rest of the External Relations (ER) team, Finance (FIN), Research Accounting (RACT) and other units as needed. As such, needs a broad-stroke perspective on data utilization and the many ways it supports fundraising.

Oversees ER central services, including data management, integrity and reporting; Salesforce training and maintenance; prospect research, management and tracking; fundraising analysis; gift processing and acknowledgement; establishment of user-friendly report mechanisms, including pipeline development, annual giving, major giving, planned giving, campaign fundraising and event analysis; and other related functions. The DDS works as part of the team dedicated to ensuring maximum efficiency of the Salesforce database and capitalizing on the full features and benefits of the system for various unit needs. Oversees the establishment and ongoing involvement of data and other committees.

Serves as primary liaison for ER and other Salk departments for all matters related to Development Services policies, procedures and strategy.

ESSENTIAL FUNCTIONS

Program Oversight (60%)

  • Provides strategic direction for Development Services unit, utilizing systems, services, output and professional skill sets in support of the strategic fundraising initiatives of the Institute.
  • Establishes goals and develops annual operating plans for the Development Services programs; plans and administers the unit budget; establishes work standards for Development Services team.
  • Serves as primary liaison for Development Officers (DOs), FIN and RACT departments and other units to ensure that all policies and procedures are appropriately documented, vetted and adhered to.
  • Assists frontline fundraisers and Development staff in achieving fundraising goals by providing data that is consistent in tracking and reporting contacts, cultivations and solicitations.
  • Improves and enhances policies and procedures related to data management, reporting and prospect management to ensure systems are meeting the needs of fundraising personnel and are effectively coordinating prospect activities.
  • Facilitates effective communication and relationships with Institute constituencies by ensuring high standards of quality, consistency and accuracy of all data.
  • Ensures adherence to internal policies and procedures relating to receipt and deposit of gifts, and the creation and maintenance of accurate biographical records.
  • Serves as a member of the SDERA's direct reports team and participates on work committee meetings as needed.
  • Leads Frontline Fundraisers meetings, including planning the agenda and preparing relevant reports. Solicits participant feedback to make ongoing improvements to purpose and strategy of meeting to best support fundraising efforts.
  • Oversees prospect research and portfolio management efforts. Works with frontline fundraisers to facilitate assignment of new prospects. Attends regular portfolio meetings with DOs to assist in developing cultivation strategies.
  • Establishes an open communication and schedules regular meetings with DOs, ensuring a stable, team-based environment.
  • Acts as a liaison between IT, IS and other departments to ensure that technology solutions deliver the highest value to program teams across the Institute.
  • Ensures that the Salesforce database is available, accessible and efficiently maintained.
  • Provides oversight for development and maintenance of a comprehensive internal training program on Salesforce usage and reporting, as well as training on internal data processes.
  • Regularly meets with Development staff for departmental needs assessment. Ensures necessary group and one-on-one training to users is available on an ongoing basis.
  • Oversees the establishment and ongoing involvement of TIP (Technology, Information, and Process Development Work Group) and other committees.

Capital Campaign Management (30%)

  • With SDER and VP, External Relations, participates in developing strategy, planning, reporting, tracking and other logistics for capital campaign.
  • Works with senior fundraisers and other members of the team to analyze campaign fundraising requirements, translating those requirements into customized solutions using the Salesforce platform.
  • Assists VPER and DOs in campaign goal setting, portfolio analysis and moves management.
  • Develops new, complex campaign reports and dashboards for ER use and ultimate presentation to Salk's Executive Leadership Team and Board of Trustees.
  • Leads and/or participates in various campaign committees, as assigned.

Supervision (10%)

  • Directly supervises Prospect Research Analyst; Manager, Salesforce and Project Administration; and Development Services Specialist.
  • Screens applicants, interviews candidates and makes selection decisions.
  • Develops and maintains a climate supportive of skill and knowledge enhancement; communicates professional development opportunities to support individual development plans and established career goals.
  • Trains and assigns work to new and continuing employees on job requirements and overall principles. Ensures workload is appropriate and that employees have the necessary resources to achieve defined goals.
  • Provides guidance on performance standards and Institute policies and procedures. Independently conducts performance evaluations, including communication with subordinates. Works with staff to set prospective goals.
  • Manages technically skilled and trained staff responsible for prospect research, database management, gift processing and reporting. Manages the daily operations of the Development Services staff.
  • If needed, identifies corrective action measures and determines how to proceed in accordance with Institute policies and procedures.
  • Makes recommendations for employee merit increases and other compensation actions.

EXPERIENCE

 Required:

  •  5+ years of experience in advancement services for a nonprofit or educational environment.
  • Proven experience in project and program management and managing teams. Proven ability to develop guidelines and metrics to track effectiveness of projects and processes.
  • Demonstrated experience utilizing major online databases in a fundraising or nonprofit institute environment.
  • Proven experience in problem solving and resolution through group processes, with aptitude for working as part of a team and displaying a sense of ethical conduct.

 Preferred:

  • 3+ years of Salesforce Administration experience
  • 3+ years of experience with program budget management
  • Prior experience in a larger (500+) nonprofit organization
  • Experience in capital campaign management

 EDUCATION

 Required:

  •  Bachelor's degree in a related field or equivalent years of education and experience.

 Preferred:

  •  Salesforce Administrator certification

SKILLS AND ABILITIES

 Required:

  •  Ability to adapt to a dynamic environment and be creative within a team.
  • Full to advanced proficiency with database management systems (preferably Salesforce), reporting software, Microsoft Word, Excel, Filemaker Pro or like database.
  • Strong leadership skills.
  • Superior skill at clearly communicating information to a variety of people in formal written form, in emails, in person and by phone.
  • Ability to manage multiple projects simultaneously and to adjust project goals and deadlines in response to constantly changing priorities.
  • Ability to develop and implement an in-house training program on database and reporting creation and management and other IT-related needs.
  • Excellent analytical skills to research special projects, compile complex data, write analyses and formal documents.
  • Demonstrated ability to use good judgment, discretion and sensitivity in dealing with confidential information regarding prospects and donors, and fundraising strategies and goals.

 Preferred:

  •  Strong reporting background using standard reporting tools including standard salesforce.com reporting functionality.
  • Knowledge of the principles and processes of professional fundraising in a nonprofit or educational environment.

SPECIAL CONDITIONS OF EMPLOYMENT

  •  Must be willing to work in an animal-related research environment.
  • Satisfactory completion of the Institute's background investigation.
  • Must be willing to sign a confidentiality agreement.
  • Must have access to reliable transportation and a valid California Driver's License.
  • Occasional evening and weekend work is required to attend donor events.

PHYSICAL REQUIREMENTS/MENTAL ACTIVITIES/ENVIRONMENTAL CONDITIONS

This position will be constantly adjusting focus, grasping, hearing, keying, seeing, sitting, talking, analyzing, calculating, communicating, reading, reasoning, writing and works inside. 

 

Application Details

Apply Here: https://www.salk.edu/about/careers/

 

 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

 

When inquiring or applying for positions at the Salk Institute for Biological Studies, please also reference AcademicCareers.com

Applicants with dual-career considerations can find university jobs such as professor jobs, dean jobs, chair / department head jobs, and other faculty jobs and employment opportunities at the Salk Institute for Biological Studies and at other institutions of higher education in the region on www.AcademicCareers.com

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