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REPORTING RELATIONSHIPS/SUPERVISORY RESPONSIBILITIES
Reports to the Director, Philanthropy Operations, Donor Experience and has no direct reports.
POSITION SUMMARY
This position is responsible for implementing and tailoring sophisticated data solutions for the
ProMedica Foundation. The primarily responsibilities include oversight of the Salesforce platform,
ensuring compliance, training, and troubleshooting, ensuring up-to-date records, and creating
dashboards and donor and accounting reports. Additionally, this position will utilize wealth
screening and reports to equip the fundraising team with important insights into prospects and
donors.
ACCOUNTABILITIES
All duties listed below are essential unless noted otherwise
Manage the Salesforce data instance including troubleshooting, creating, and updating needed reports, managing objects and fields, ensuring data security and compliance, coordinating workflows for accounting, community relations, gift processing and fundraising. Activate data projects, including wealth screens, which screen donors within the database as well as patient lists. Provide fundraisers with information on prospects. Assist with the management of various data vendor contracts. Track renewals and notify the leadership when a renewal is upcoming. Ensure clean data by administering address updates and deceased finder updates. Provide Salesforce training to new employees in the department. Design best practice solutions while also keeping user documentation up to date. Provide back up support to gift processing when necessary.
REQUIRED QUALIFICATIONS
Education: Associate degree
Skills: Salesforce, Microsoft Office
Years of Experience: 2-3 years of experience
License: N/A
Certification: N/A
PREFERRED QUALIFICATIONS
Education: Bachelors degree
Skills: Organized, detailed
Years of Experience: N/A
License: N/A
Certification: N/A
WORKING CONDITIONS
Personal Protective Equipment: N/A
Physical Demands: N/A
The above list of accountabilities is intended to describe the general nature and level of work performed by the incumbent; it should not be considered exhaustive.
ProMedica is a mission-based, not-for-profit integrated healthcare organizational headquartered in Toledo, Ohio. For more information, please visit www.promedica.org/about-promedica
Qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, religion, sex/gender (including pregnancy), sexual orientation, gender identity or gender expression, age, physical or mental disability, military or protected veteran status, citizenship, familial or marital status, genetics, or any other legally protected category. In compliance with the Americans with Disabilities Act Amendment Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a job with ProMedica, please contact employment@promedica.org
Equal Opportunity Employer/Drug-Free Workplace
Requisition ID: 87388