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JVS Boston · 1 week ago

Advancement Operations & Salesforce Specialist

Boston, MA

Full-time

Onsite

Entry, Mid Level

3+ years exp

JVS Boston is a non-profit agency dedicated to empowering diverse communities in employment and career building. The Advancement Operations & Salesforce Specialist will manage the Salesforce donor database, ensuring data integrity and supporting fundraising efforts through analytics and operational support.

Career PlanningSkill AssessmentVocational Education

Responsibilities

Serve as the primary operator for the Salesforce donor database, executing weekly gift entry and maintaining accurate accounts, contact roles, and campaign coding

Collaborate with the Head of IT Impact to create and maintain dashboards to track real-time progress toward annual goals, major gift pipelines, and event ROI

Utilize Salesforce and DonorSearch tools to identify and profile high-capacity prospects for the Advancement team

Manage the full gift lifecycle, ensuring accurate coding and overseeing the production of personalized donor acknowledgment letters with a high standard for accuracy and speed

Execute regular data hygiene protocols and database audits to maintain 100% data integrity for mailings, solicitations, and the annual report

Manage the professional calendar for the Chief Advancement Officer (CAO)

Prepare the CAO and CEO for donor visits by conducting contact research and providing Salesforce-based donor profiles, giving histories, and relationship maps

Draft and format high-level correspondence, pitch decks, and presentations for the Advancement department

Partner with the Finance Department to perform weekly gift entry and monthly reconciliations between Salesforce and the general ledger to ensure financial accuracy

Assist with any administrative responsibilities including ordering supplies, donor mailings, mail merges, meeting notes, and any other tasks that support the advancement department

Support the Board Liaison in coordinating logistics for Board and Committee meetings, including room reservations, catering, and technology setup

Assist in the preparation and distribution of Board briefing materials, agendas, digital presentations and minutes

Maintain accurate Board records within Salesforce, including term tracking, committee assignments, and annual giving

Qualification

Salesforce ExperienceNPSP OptimizationData Integrity & EntryAdvanced ExcelFinancial ReconciliationMoves ManagementData Synthesis & PresentationTechnical WritingOrganizational SkillsCollaboration

Required

Minimum of 1 year of hands-on experience in Salesforce or similar CRM work and preferably in Salesforce Nonprofit Success Pack (NPSP)

Proven ability to manage high-volume data entry with a 'zero-error' mindset

Ability to draft professional, donor correspondence and acknowledgment letters

Proficiency with Microsoft Excel (specifically for organizing and cleaning data lists)

A self-starter who can manage the 'rhythm' of a weekly gift-processing cycle without reminders

Ownership of the donor data process from the moment a check is received to the moment the thank-you letter is generated

Ability to work seamlessly across the Advancement, Executive, IT, and Finance teams

BA/BS degree or 3+ years of relevant professional experience in nonprofit operations or administration

Preferred

Advanced experience with Salesforce NPSP, including building custom dashboards, managing Campaign Hierarchies, and utilizing NPSP 'Levels' or 'Engagement Plans' for donor tracking

Proven ability to compile, scrub, and format raw data into visually professional slide decks or reports for Board-level review

Familiarity with the donor stewardship lifecycle and experience using a CRM to track and prompt 'moves' for a fundraising team

Experience working directly with Finance teams to reconcile donor records against a general ledger

Ability to identify 'messy' processes and collaborate with technical teams (like Salesforce IT) to implement streamlined solutions

High proficiency in VLOOKUPs and Pivot Tables for complex data analysis and reconciliation