Manager, Compliance & CRM Data Services

The Menninger Clinic; Houston (TX); On-site; USD 90,000 - 120,000; Part time

Job summary

The Menninger Clinic is seeking a Manager of Compliance and CRM Data Services to lead philanthropic compliance, CRM administration, gift administration, and data services while ensuring high data quality and compliance across donor records.

You will partner with Finance, IT, Legal, and philanthropy leadership to build dashboards, run analyses, and drive data-driven fundraising decisions that improve donor engagement and stewardship.

Qualifications

• 4-5 years of progressive CRM experience, preferably in philanthropy or healthcare.
• Experience leading cross-functional workflows and supervising staff.
• Strong CRM fluency, data analysis and reporting skills, advanced Excel.

Responsibilities

• Manage philanthropic compliance for restricted, endowed, and current-use funds in alignment with donor intent and policies.
• Oversee CRM data health, gift entry, reporting, and data governance with IT and Finance.
• Develop reports, dashboards, segmentation, and targeted lists to support fundraising strategy.
• Serve as strategic CRM partner to fundraisers, marketing, and operations.
• Translate business needs into CRM workflows, reports, and data solutions.

Skills

CRM administration

Data governance

Data analysis

Dashboard reporting

Excel proficiency

Stakeholder collaboration

Strategic thinking

Education

Bachelor’s degree

Associate degree

Tools

Virtuous

Raiser’s Edge

Salesforce/NPSP

Power BI

Tableau

Job description

**this role is temporary**

Summary

The Manager of Compliance and CRM Data Services is responsible for managing philanthropic compliance, CRM administration, gift administration, and data services while demonstrating strong leadership judgment, systems fluency, and strategic operational thinking.

This role is designed for a candidate with strong working knowledge of fundraising or constituent relationship management CRM systems and the ability to quickly assess, manage, and improve data workflows. The Manager serves as a hands-on CRM leader, thoughtful systems partner, and higher-level contributor to CRM architecture, data governance, compliance, reporting, and operational decision-making.

The position oversees CRM data health, utilization, analysis, gift entry, reporting, and process improvement, and supports cross-functional teams with segmentation, dashboards, donor insights, and recommendations that inform fundraising strategy, stewardship, and the donor experience.

The Manager applies sound judgment and strong communication skills to support fund creation, fund administration, gift reconciliation, and accurate reporting across philanthropic activities.

Key Functions

Philanthropic Compliance:

• Manage compliance for restricted, endowed, quasi-endowed, and current-use funds, ensuring activity aligns with donor intent, gift agreements, institutional policies, and applicable nonprofit, accounting, and regulatory requirements.
• Oversee charitable registration filings, required documentation, certificates of good standing, vendor coordination, internal approvals, and related fee processing.
• Maintain donor privacy, consent, solicitation, communication preference, cybersecurity, and data-handling standards in partnership with IT, Legal, Finance, and Philanthropy leadership.

Reporting & Analysis

• Develop reports, dashboards, segmentation, and targeted lists that support fundraising performance, campaign strategy, stewardship, and leadership decision‑making.
• Analyze CRM data to identify donor trends, prospect opportunities, retention risks, upgrade potential, and data‑quality issues.
• Monitor CRM and fundraising operations metrics and recommend improvements to strengthen accuracy, efficiency, reporting reliability, and data use.
• Serve as a strategic CRM and data partner to fundraisers, marketing, annual giving, stewardship, Finance, IT, Legal, and external vendors.
• Translate business needs into CRM workflows, reports, lists, dashboards, and data solutions that advance fundraising priorities.

Gift Administration/Database Operations

• Partner with Finance to establish funds, communicate fund terms, reconcile gift and fund activity, and maintain accurate CRM records for donor and fund reporting.
• Ensure the quality and integrity of donor, gift, fund, and biographical data entered and reported from the CRM.

CRM Management & Optimization

• Serve as the primary administrator and operational owner of the fundraising CRM, including data standards, user support, reporting functionality, list management, system configuration partnership, and issue resolution.
• Assess CRM workflows and recommend enhancements that improve scalability, internal controls, data visibility, staff adoption, campaigns, appeals, events, donor pipelines, and long‑term data strategy.
• Develop and maintain SOPs for CRM use, data integrity, gift entry, reporting, reconciliation, and cross‑functional request management.

Contributes to a favorable working climate within the Office of Philanthropy and The Menninger Clinic. Handles all confidential matters in an appropriate manner, with the ability to work both independently and collaboratively within a team environment. Attention to detail and flexibility is required.

Education/Experience:

Associate or Bachelor’s degree in data management, information systems, nonprofit management, business administration, or related field preferred. A minimum of 4-5 years of progressive experience working in and supporting CRM systems is required, preferably in philanthropy, advancement, nonprofit, or healthcare settings, including demonstrated responsibility for data governance, reporting, process improvement, or database administration.

Experience providing work direction, supervising staff, or leading significant cross‑functional workflows is strongly preferred. The ideal candidate brings strong CRM fluency, data analysis and reporting skills, advanced Excel proficiency, sound judgment, and the ability to translate data and process issues into actionable recommendations.

Experience with Virtuous, Raiser’s Edge, Salesforce/NPSP, or similar platforms is strongly preferred; Power BI, Tableau, or related reporting tools are a plus.