Membership & Development Ops Lead — Dynamics 365

The Paley Center for Media; New York (NY); On-site; USD 70,000 - 80,000; Full time

Job summary

The Paley Center for Media, a renowned New York nonprofit, is seeking a Manager of Membership and Development Operations to optimize donor engagement, manage CRM processes in Dynamics 365, and drive data-driven decisions. You will oversee membership fulfillment, reporting, and cross-department collaboration to reach fundraising goals in a fast-paced environment.

Ideal candidates have 3+ years in development/membership operations, strong Excel and data-analysis skills, and experience training

Qualifications

• 3+ years’ experience in Development and Membership operations or analytics.
• Proficiency in Dynamics 365 or similar CRM database.
• Proficiency with Microsoft Office suite, particularly Excel.

Responsibilities

• Serve as the departmental expert in Dynamics 365 and Universe functionality, stay up to date on new developments and skillfully share knowledge and train other users
• Make recommendations for process improvements and analytics insight opportunities
• Ensure Paley CRM ecosystem is used to full potential and maintain and update configuration for the most user-friendly functionality and output
• Work across departments to craft and schedule Membership communications including, but not limited to, digital renewal emails, acknowledgements, and membership cards
• Lead and implement the Media Council event registration process
• Engage as a Paley Ambassador for social media initiatives by actively sharing Paley’s social media posts within one’s own networks, to amplify the organization’s reach and foster community engagement
• Maintain or update existing procedures for Development department, including but not limited to financial reconciliation, data configuration, documentation of standard operating procedures, training and onboarding
• Work and support all engagement efforts, directly soliciting members, meeting our annual revenue goal, managing the fulfillment of member benefits, and the building professional relationships with our members
• Support Public and Industry membership cultivation as needed
• Provide training and support to all Development team members to maximize use of databases
• Oversee and/or conduct all data entry with accuracy including creating new customer, membership, and gift records, updating contact information, research, relationships, etc.
• Execute tax acknowledgement process via CRM as part of the acknowledgement letter process, in partnership with the Institutional Giving team.
• Provide annual donor reports
• Adhere to industry best practices and organizational procedures regarding the entry, maintenance, and storage of data
• Ensure that database is well maintained, comprehensive, up to date, ensuring database integrity
• Liaise with IT, Operations, Marketing & Communications to support integrations with other software platformsReconcile with Finance Department on a monthly basis and as needed
• Maintain up to date records of all members and development prospects.
• Develop key insights using analytics to optimize the strategy and execution, ultimately reaching membership goals
• Collaborate with development staff and other departments to create standard and custom lists, extractions, and reports
• Regularly generate departmental status report to measure progress against fundraising goals
• Work with development team to generate mailing lists and merge lists for direct mail and email appeals, as well as event invitation lists, invoices, and pledge reminders
• Utilize key data and analytics to share insights across departments
• Develop dashboards to provide quick, accurate, up to date information for team members as well as executive and volunteer leadership
• And other tasks as necessary

Skills

Leadership

Communication

Project management

Cross-functional collaboration

Data analysis

Education

Bachelor's degree

Tools

Dynamics 365

Microsoft Excel

Job description

The Paley Center for Media, a renowned New York nonprofit, is seeking a Manager of Membership and Development Operations to optimize donor engagement, manage CRM processes in Dynamics 365, and drive data-driven decisions. You will oversee membership fulfillment, reporting, and cross-department collaboration to reach fundraising goals in a fast-paced environment.

Ideal candidates have 3+ years in development/membership operations, strong Excel and data-analysis skills, and experience training