Advancement Reporting & Analytics Manager

Exploratorium; San Francisco (CA); On-site; USD 90,000 - 98,000; Full time

Job summary

Exploratorium is seeking an Advancement Reporting & Analytics Manager in San Francisco to lead reporting, data analysis, and data processes within Institutional Advancement. You design and build Salesforce reports and dashboards, translate strategic questions into queries, and safeguard data integrity across gifts, opportunities, and constituents.

You will collaborate with IA colleagues and the Accounting Department, ensure timely reporting, and support fundraising campaigns from planning

Qualifications

• BA/BS degree or equivalent
• 3–4 years in development/advancement with reporting
• Experience building Salesforce reports/dashboards (NPSP preferred)
• Knowledge of CASE Global Reporting Standards and fundraising processes
• Strong Excel/Google Sheets; bulk data operations a plus
• Ability to work independently and maintain confidentiality

Responsibilities

• Design, build, and maintain complex reports and dashboards in Salesforce to support fundraising strategy and leadership decisions
• Translate leadership needs into data requirements, queries, and deliverables
• Partner with program leads for segmentation and performance data
• Improve business processes with clear data workflows and reporting solutions
• Own data quality; audit gifts, pledges, opportunities, and constituents
• Coordinate with Accounting on reconciliations and audits; liaison during financial audits
• Work with Salesforce Admin on configuration needs and implementation
• Manage bulk data imports/updates within the CRM
• Maintain data governance across campaigns and coding; align with CASE standards
• Collaborate with Digital Marketing on segmented reporting and issue resolution
• Manage reporting production schedule and data requests
• Participate in IA team activities and donor events
• Perform additional duties as assigned

Skills

Salesforce reporting

Data analysis

Data governance

Excel

Google Sheets

SQL/SOQL

Education

BA/BS degree

Tools

Salesforce (NPSP)

Data Loader

Excel

Google Sheets

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Advancement Reporting & Analytics Manager

Full-Time/Regular San Francisco, CA, US

11 days ago Requisition ID: 1028

Salary Range: $89,697.00 To $97,945.00 Annually

SUMMARY

The Advancement Reporting & Analytics Manager is the reporting, data-analysis, and data-process lead within Institutional Advancement (IA). This position owns the fundraising data that development leadership relies on to make decisions: designing and building reports and dashboards in Salesforce NPSP, translating strategic questions into the queries that answer them, helping design the processes that produce reliable data, and safeguarding the integrity of gift, opportunity, and constituent data. Beyond decision-making, this role produces the data that helps execute and evaluate our core fundraising programs, from appeals and campaigns to donor renewal and pipeline development.

The role collaborates heavily within the IA team and with the Salesforce Administrator, who owns system configuration, and with the Accounting Department to ensure gifts are recorded, reconciled, and accurately transferred between the fundraising and financial systems. This is an analytics-forward, individual-contributor role that operates with a high degree of independent judgment and reports to the Director of Advancement Services.

ESSENTIAL FUNCTIONS

• Design, build, and maintain complex regular and ad hoc reports and dashboards in Salesforce to support fundraising strategy, moves management, and leadership decision-making
• Translate the information needs of development leadership and team leads into well-specified data requirements, queries, and reporting deliverables that advance fundraising goals
• Partner with program leads to produce the segmentation, targeting, and performance data their fundraising programs depend on, from audience definition through results
• Partner with the Director of Advancement Services and colleagues across IA to design, document, and improve business processes, translating operational needs into clear workflows, data requirements, and reporting solutions
• Own advancement data quality: conduct regular audits of gift, pledge, opportunity, and constituent data for accuracy, completeness, and anomalies; partner with the gift processor to resolve discrepancies
• Reconcile gifts and pledges with the Accounting Department on a regular schedule and serve as the advancement data liaison during financial audits
• Partner with the Salesforce Administrator to specify configuration changes that reporting and analysis require; define the need, and collaborate on implementation rather than owning system build
• Format, manage, and execute bulk data imports and updates within the CRM
• Maintain and enforce data standards and governance across campaign structure, funding categories, and opportunity coding, in alignment with CASE reporting standards and IRS contribution requirements
• Collaborate with the Digital Marketing team on segmented reporting and list generation through Salesforce Marketing Cloud, and troubleshoot data issues when they arise
• Manage the reporting production schedule to ensure timely delivery of reports and fulfillment of data requests within Institutional Advancement
• Actively participate as an integrated member of the IA team; attend donor events and museum activities that support fundraising priorities, such as the annual fundraising gala
• Perform additional duties as assigned

MINIMUM QUALIFICATIONS

• BA/BS degree or an equivalent combination of education and experience
• Three to four years of experience in a development or advancement environment, including experience producing reporting and analysis from an integrated CRM
• Experience building reports and dashboards in Salesforce (NPSP or Nonprofit Cloud strongly preferred; or an equivalent CRM such as Blackbaud Raiser’s Edge considered), with the ability to grow into complex query and analysis work
• Prior experience in an advancement operation aligned to CASE Global Reporting Standards, supporting major-gift fundraising and portfolio/pipeline management (moves management); working knowledge of the opportunity/solicitation lifecycle, campaign and appeal structure, and fund accounting basics
• Strong knowledge of fundraising best practices and IRS contribution regulations and reporting requirements
• Comfortable with reconciliation processes between multiple financial data sources
• Advanced skill with data tools: Microsoft Excel and Google Sheets; experience with bulk data operations (e.g., Data Loader) a strong plus
• Demonstrated curiosity and analytical problem-solving skills, with the ability to identify anomalies, investigate underlying causes, and work independently toward practical solutions
• Excellent organization and planning skills, including the ability to prioritize and multi-task
• Well-rounded communication skills; able to explain data and its meaning clearly to both technical and non-technical colleagues
• Skilled at working collaboratively within IA and across museum teams
• Ability to exercise judgment and maintain confidentiality

PREFERRED QUALIFICATIONS

• Familiarity with Salesforce report types, SOQL, and data architecture concepts sufficient to partner effectively with a system administrator
• Experience with audience segmentation/grouping to drive marketing/communication efforts and JIRA or similar project-management tools
• Interest in or exposure to applying AI and automation tools in a data or fundraising context

PHYSICAL REQUIREMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Familiarity with Salesforce report types, SOQL, and data architecture concepts sufficient to partner effectively with a system administrator
• Experience with audience segmentation/grouping to drive marketing/communication efforts and JIRA or similar project-management tools
• Interest in or exposure to applying AI and automation tools in a data or fundraising context

APPLICATION DEADLINE

This position is open until filled

HOW TO APPLY

This is a regular, full-time (37.5 hours per week), exempt, non-union position that includes benefits. The salary range for this role is $89,697 to $97,945 DOE. Please include a cover letter with your application. Applications submitted without a cover letter will not be considered for review.Please, no phone calls in regards to this job. To apply, please visit the Exploratorium job page.

The Exploratorium is proud to be an equal opportunity employer and values diversity, inclusion and respect. We welcome and strongly encourage applicants from all backgrounds. All qualified applicants will receive consideration for employment.