Fundraising Analytics & Insights Manager

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

Job summary

The Exploratorium seeks an Advancement Reporting & Analytics Manager to lead reporting, data analysis, and data processes across Institutional Advancement. This individual designs and builds reports and dashboards in Salesforce NPSP, translates strategic questions into queries, and safeguards data integrity for gifts, opportunities, and constituents.

Collaborating with IA, Salesforce Administrator, and Accounting, the role focuses on analytics-forward, independent work reporting to the Director

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).
• Prior experience in an advancement operation aligned to CASE Global Reporting Standards, supporting major-gift fundraising and portfolio/pipeline management.
• Strong knowledge of fundraising best practices and IRS contribution regulations and reporting requirements.
• 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 and work toward practical solutions.
• Excellent organization and planning skills, including the ability to prioritize and multi-task.
• Well-rounded communication skills; able to explain data 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.

Responsibilities

• Design, build, and maintain complex reports and dashboards in Salesforce to support fundraising strategy, moves management, and leadership decision-making.
• Translate information needs into data requirements, queries, and reporting deliverables that advance fundraising goals.
• Partner with program leads to produce segmentation, targeting, and performance data for fundraising programs.
• Design, document, and improve business processes with clear workflows and data requirements.
• Own advancement data quality: audit gift, pledge, opportunity, and constituent data for accuracy and anomalies.
• Reconcile gifts and pledges with Accounting on a regular schedule and assist during financial audits.
• Collaborate with Salesforce Admin to specify configuration changes needed for reporting and analysis.
• Format, manage, and execute bulk data imports and updates within the CRM.
• Maintain data standards and governance across campaign structure and opportunity coding per CASE and IRS requirements.
• Collaborate with Digital Marketing on segmented reporting and list generation through Salesforce Marketing Cloud.
• Manage the reporting production schedule to ensure timely delivery of reports and data requests.
• Participate as an integrated IA team member; attend donor events and museum activities supporting fundraising priorities.
• Perform additional duties as assigned.

Skills

Salesforce NPSP

Excel

Google Sheets

Data analysis

Data governance

Data quality

Communication

Collaboration

Problem solving

Education

Bachelor's degree

Tools

Data Loader

Marketing Cloud

JIRA

Job description

The Exploratorium seeks an Advancement Reporting & Analytics Manager to lead reporting, data analysis, and data processes across Institutional Advancement. This individual designs and builds reports and dashboards in Salesforce NPSP, translates strategic questions into queries, and safeguards data integrity for gifts, opportunities, and constituents.

Collaborating with IA, Salesforce Administrator, and Accounting, the role focuses on analytics-forward, independent work reporting to the Director