Sr. Donor Database Specialist

Paycom; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and benefits

Healthcare, dental, vision

Flexible spending accounts (HSA/DCF)

PTO and work-life balance

Career development and promotion

Casual working environment

403(b) with 3% match

Job summary

Habitat Charlotte Region is seeking a Senior Donor Database Specialist to lead Salesforce fundraising data management, ensuring data integrity and delivering insights to guide fundraising decisions.

The role combines technical and analytical skills, collaborating across teams to enhance donor engagement and drive revenue growth in a mission-driven environment.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2-3 years’ experience with data entry and database management, preferably with Salesforce, Raiser’s Edge or equivalent
• Intermediate proficiency in Microsoft Office products, especially Excel
• Commitment to constant improvement
• Ability to work quickly, under pressure and to deadlines
• Key personality attributes: accuracy, enthusiasm for teamwork, positive and proactive attitude, critical thinking, problem-solving, analytical and organized
• Consistent and reliable attendance with ability to work on-site as needed
• Commitment to Habitat’s mission with a willingness to adhere to Habitat’s Code of Conduct policies and other policies
• Demonstrate a positive and respectful attitude when interacting with other staff, Homeowners, Donors, Community Partners, Volunteers, Habitat Partner Families, and others you encounter, ensuring teamwork, engagement and motivation of others

Responsibilities

• Leverage donor data to support engagement and capture information for relationships.
• Assist IT Business Analyst with Salesforce help tickets, prioritize requests, and provide backup on Salesforce projects.
• Perform constituent record updates including HFHI revenue data, event data, volunteer information, and donor engagements.
• Monitor Salesforce data quality through auditing, cleansing, and de-duping.
• Develop and run audits daily/weekly/monthly/quarterly/annually for accuracy.
• Document Development Operations processes and retention methods.
• Offer ongoing staff training on Salesforce Trailhead.
• Cross-train to support gift entry and donor acknowledgement.
• Manage backend of peer-to-peer fundraising tools: Apsona, GiveSmart, GiveButter, OneCause.
• Hire, onboard, train Development Volunteers and Summer Interns; supervise workload.
• Create and deliver constituent recognition and engagement reports; track KPIs.
• Construct data analysis & revenue reporting to assess annual giving and moves management.
• Segment the database for cultivation, appeals and stewardship.
• Support high-touch donor stewardship programs and communications.
• Manage donor recognition activities with other departments’ relationship managers.

Skills

Data entry

Accuracy

Teamwork

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Raiser’s Edge

Excel

Job description

Job Details: Job Location: 3815 Latrobe Drive Office - Charlotte, NC 28211, Position Type: Full-time, Exempt, Job Shift: Monday through Friday, Mission-Driven Career Opportunity

One of the leading affordable housing nonprofits in the area, Habitat Charlotte Region partners with hundreds of families each year through affordable homeownership, home preservation and financial literacy training. As a Senior Donor Database Specialist, you’ll play an integral role in our vision of a world where everyone has a safe and affordable place to live.

Why Join Habitat?

• Competitive salary and benefits
• Industry-leading healthcare, dental, vision, flexible spending accounts (healthcare and dependent care)
• Work/life balance supported by generous PTO
• Career development and promotion opportunities
• Casual working environment
• Retirement planning a 403(b) with 3% organizational match

Position Purpose

The Donor Database Senior Specialist leads the management and optimization of Habitat Charlotte Region’s Salesforce fundraising database. This role ensures data integrity, delivers actionable insights on donor trends, and supports strategic fundraising decisions that enhance donor engagement and drive revenue growth.

This individual combines strong technical expertise with analytical thinking and collaborates closely across teams to deliver an exceptional supporter experience.

Essential Functions

Manage the Donor Database (40%)

• Leverages constituent data to support the organization’s goals and explore new opportunities to capture information for efficiently managing relationships and donor engagement
• Assists IT Business Analyst with managing the Salesforce help ticket queue, prioritize requests, and provide backup back-up on Salesforce projects for OAD as needed
• Performs constituent record updates - Import, export and globally add functions such as HFHI revenue data, event related data, volunteer information, and donor relationship engagements

Data Integrity and Training (30%)

• Monitors Salesforce data quality and integrity through auditing, cleansing, and de-duping data
• Develops and performs audits daily, weekly, monthly, quarterly and annually to ensure accuracy and data integrity
• Documents Development Operations processes, maintain document retention methods
• Offers and conducts ongoing database-related training for staff in-person and using Salesforce Trailhead
• Cross trains to provide backup support for gift entry and donor acknowledgement
• Manages backend of peer to peer fundraising or event software: Apsona add-on app for Salesforce, GiveSmart, GiveButter and OneCause

Donor Stewardship (30%)

• Executes the hiring, onboarding and training of Development Volunteers and the seasonal Summer Development Intern role. Supervises and manages their workload.
• Creates and delivers constituent recognition and engagement reports for stakeholder review. Supports team members in tracking goals, KPIs and maintain organizational Dashboards.
• Constructs comprehensive data analysis & revenue reporting to assess annual giving, assist Development leadership in tracking donor behavior and supporting moves management strategies
• Responsible for segmentation of the database for cultivation, appeals and stewardship to support Development efforts
• Supports the design and execution of a high-touch donor stewardship program, leveraging communication channels to communicate the impact of our supporters’ generosity
• Manage the execution of individual, faith, corporate and foundation donor recognition activities in collaboration with the Development department’s key relationship managers, ensuring timely fulfillment of recognition commitments

Qualifications: Required Knowledge, Skills and Abilities

• Bachelor’s degree or equivalent work experience
• 2-3 years’ experience with data entry and database management, preferably with Salesforce, Raiser’s Edge or equivalent
• Intermediate proficiency in Microsoft Office products, especially Excel
• Commitment to constant improvement
• Ability to work quickly, under pressure and to deadlines
• Key personality attributes: accuracy, enthusiasm for teamwork, positive and proactive attitude, critical thinking, problem-solving, analytical and organized
• Consistent and reliable attendance with ability to work on-site as needed
• Commitment to Habitat’s mission with a willingness to adhere to Habitat’s Code of Conduct policies and other policies
• Demonstrate a positive and respectful attitude when interacting with other staff, Homeowners, Donors, Community Partners, Volunteers, Habitat Partner Families, and others you encounter, ensuring teamwork, engagement and motivation of others

Work Environment

This position requires working primarily indoors in an office setting, with occasional travel within service area.

Physical Demands

• Ability to work in an invoice environment as needed, which requires the ability to speak, hear, with the visual and manual dexterity to manage papers, reports, and typing/ten-key. Must embody the capacity to maintain the following for several hours at a time: use of a personal computer or similar technology, phone, sitting as required
• Ability to read documents and correspondence
• Ability to communicate in person, over the phone and/or via computer
• Lift, move and set up onboarding materials or other special employee events materials, which include but is not limited to lifting up to 20lbs unassisted, stooping, kneeling, bending with the visual and manual dexterity to manage cords, connections, and other equipment
• Drive between locations within the affiliate’s service area as needed