Manager of Budget & Financial Planning

Unitarian-Universalist-Association; Boston (MA); Remote; USD 63,000 - 74,000; Full time

Job summary

The Unitarian Universalist Association (UUA) is seeking a Donor Database Manager to support the Stewardship and Development team. This offsite, full-time role focuses on safeguarding Virtuous CRM data integrity, policy development, and efficient data management across Raiser's Edge and related tools.

Remote flexibility is offered with travel expectations due to airport accessibility. Responsibilities include data hygiene, imports/exports, and cross-functional collaboration, with a salary range

Qualifications

• Bachelor’s degree or equivalent.
• 3–5 years of Raiser's Edge database experience, including admin and config settings.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint), especially advanced Excel.
• Be extremely detail-oriented, analytical, collaborative, resourceful, and organized.
• Understanding of issues around anti-racism, anti-oppression, and multiculturalism.
• Work or lived experience with BIPOC communities is valuable.

Responsibilities

• Manage annual documentation audit with Stewardship and Development team.
• Ensure database integrity by data cleanup processes.
• Provide recommendations on data retention and storage policies.
• Collaborate with cross-functional teams to implement database policies and pipeline management.
• Provide staff trainings on data entry and policies.
• Support Gift Processing and Legacy email list activities.
• Develop and maintain data queries, exports and reports as needed.

Skills

Detail-oriented

Analytical

Collaborative

Organized

Education

Bachelor’s degree or equivalent

Tools

Raiser's Edge

Omatic

Virtuous CRM

Campaign Monitor

MobileCause

WealthEngine

Zapier

Excel

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.

Donor Database Manager

Stewardship and Development Full-time Regular Salaried Offsite

2 days ago Requisition ID: 1065

Salary Range: $63,000.00 To $74,000.00 Annually

Updated: September 1st, 2026

Title: Donor Database Manager

Staff Group: Stewardship and Development

Reports To: Director of Development Operations

Location: Open*

Job Category: Program Manager I

Hours/Week: 35

* Location is open in the continental United States. You should have easy access to a major airport due to the travel requirements of this position.

Purpose

To support the Stewardship and Development team in maximizing philanthropic income with consistent data entry and shared understanding. To maintain the integrity of the Virtuous CRM database, create and administer data entry and data management policies and procedures to ensure accuracy and consistency of data.

• Manage annual documentation audit with Stewardship and Development team
• Ensures database integrity by identifying, implementing, and documenting ongoing data cleanup processes.
• Provides recommendations on general data retention and storage policies.
• Works closely with Senior Director of Operations to craft and implement database policies on data entry, coding, and collection as well as prospect/pipeline management.
• Provides staff trainings on data entry and other policies/procedures, as needed.
• Help Desk
• Answers and tracks incoming calls and e-mail requests for Virtuous CRM assistance
• Monitors Virtuous CRM helpdesk tickets for staff training opportunities
• Directs staff to Stewardship and Development knowledgebase
• Data Hygiene
• Imports new households from Raiser's Edge to Virtuous CRM on a quarterly basis
• Uses Omatic to import household from Raiser's Edge to Virtuous CRM once Omatic integration occurs
• Collaborates with cross-functional teams (primarily Information Technology and Data Services) to efficiently assimilate data on a timely basis from other UUA or outside systems and API connections.
• Monitors data integrity through regular audits, as well as identifying and researching data discrepancies.
• Maintains relevant understanding of data governance and apply to Stewardship and Development database through professional development
• Process Streamlining
• Supports Individual Giving team in integrating and maintaining Gift Ask pipeline into Virtuous CRM
• Supports Gift Processing to streamline gift entry/import from third-party platforms (MobileCause, EveryAction) and reconciliation processes with Finance.
• Supports Legacy team with email list building
• Develops and maintains communication channels (email, teams, Asana) around Virtuous CRM changes and updates
• Maintains shared Asana calendar
• Drives process change and improvement for acknowledgement letters, receipts and finance reconciliation
• Provides integration support for current (Campaign Monitor, MobileCause, WealthEngine, Zapier) and future software technologies that support fundraising. Generate custom data queries, exports and reports as needed.
• Performs other duties as requested by supervisor, the Vice Presidents, or the President.

Qualifications

This position has a salary midpoint of $74,000. Compensation may vary based on factors such as experience, qualifications, and geographical location, with offers potentially ranging from 10-15% higher or lower than the midpoint. Requirements include:

• Bachelor’s degree or equivalent
• Minimum of 3 – 5 years of Raiser's Edge database experience, including demonstrated experience handling Admin (e.g., global changes, imports) and Config (e.g., attribute and table management) settings. Comparable experience managing other donor CRMs will be considered.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint), notably advanced skills in Excel (formulas, pivot tables, xlookup, etc.) as well as ability to structure and execute complex mail-merges.
• Be extremely detail-oriented, analytical, collaborative, resourceful, and organized, with the ability to perform independently in a fast-paced team environment.
• Excellent project management skills, consistent follow-through, and ability to execute processes accurately.
• Understanding of issues around anti-racism, anti-oppression, and multiculturalism
• Work or lived experience with BIPOC communities is of particular value
• Eagerness to work in an organization in which the dismantling of white supremacy is a high priority

About the UUA

The Unitarian Universalist Association is a progressive religious denomination headquartered in Boston’s waterfront Fort Point Innovation District. Our faith community of more than 1,000 self-governing congregations brings to the world a vision of religious freedom, tolerance, and social justice. Our normal workweek is 35 hours, we pay 80% contribution towards health insurance premiums, 10% towards retirement (after one year), and have generous paid time-off policies. We are a great place to work, and we value diversity. The UUA is an Equal Opportunity Employer and is committed to the full inclusion of all. As part of this commitment, the UUA will ensure that applicants and staff with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Department of Human Resources at [e-mail] . For more information on the UUA, visit us online at UUA.org and uuworld.org.

Support for the Mission and Values of the Association

The Unitarian Universalist Association is a progressive and historic religious denomination. All UUA staff members are expected to perform their job duties in accordance with the UUA’s values, principles, and mission. Unitarian Universalism puts love at the center of our commitments, which embrace the Shared Values of justice, equity, transformation, interdependence, pluralism and generosity. The following points drawn from these Shared Values are of particular importance for the UUA’s work environment and staff culture:

• Pluralism and generosity: We affirm the need for a human-centered workplace that allows our diverse staff to flourish. We also understand that our wider culture and society oppresses and denies human dignity, and we seek to counter the effects of that oppression in our hiring and workplace culture so that each person feels whole and valued.
• Justice and equity: We speak openly and publicly of our support for social and political issues, including LGBTQ equity, racial justice, climate justice, gender equity, and reproductive justice.
• Interdependence and transformation: We recognize that the liberation of all people is interwoven, and we work to counter patriarchy, white supremacy, colonialism, homophobia, transphobia, environmental exploitation, and other interrelated systems of marginalization.