Development Data Manager
Development Data Manager
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Job Description
Founded in 1967 The Overlake School is an independent nonsectarian coeducational college preparatory day school. Each Overlake community member is committed to the schools mission: The Overlake School champions students and their vast potential through engaging educational experiences in a diverse and inclusive community. Students are valued as multifaceted individuals and graduate with a passion for learning ready for any path that contributes to a better world.
The Overlake School is committed to diversity and does not discriminate on the basis of race religion national or ethnic origin socioeconomic status gender sexual orientation or disability in the administration of its educational policies financial aid employment and other schooladministered programs. Our school is committed to the strategic goals of developing our collective capacity in areas of wellbeing for all the attraction and retention of talented and qualified educators integration of diversity equity & inclusion into the life of our school and defining our institutional identity.
Position Overview
The Development Data Manager is a key member of the Development Department at The Overlake School supporting fundraising and engagement efforts through expert management of the schools donor database Veracross. This role oversees all gift processing constituent recordkeeping donor engagement tracking and reporting. As the departments data lead this position also supports campaign strategy through data analysis and serves as a liaison to other departments to ensure data integrity schoolwide.
Additionally this role supports event planning outreach and meetings; manages Development portals and platforms; and partners on stewardship and prospect research. The ideal candidate is detailoriented technologysavvy collaborative and aligned with Overlakes mission to champion student potential and values of compassion curiosity inclusion and equity integrity and mutual respect.
Key Responsibilities
- Serve as Developments data lead across all fundraising campaigns and engagement efforts
- Promptly and accurately enter pledges and gifts including corporate matching gifts stock gifts and wire transfers; serve as primary department contact for gift inquiries and donor questions including planned giving requests
- Generate timely donor acknowledgment letters pledge reminders and related communications
- Reconcile gift records with the Business Office and prepare monthly and yearend reports
- Maintain uptodate constituent records and oversee Veracross Development/Solicitor portals; enter solicitor assignments segments opportunities notes target ask amounts etc.
- Track and manage donor engagement via moves management in Veracross
- Create and analyze data queries and reports to support fundraising goals and strategy
- Conduct prospect research and manage wealth screening with platforms such as DonorSearch; prepare donor prospect profiles
- Generate and ensure accurate donor recognition in reports campaigns and communications
- Prepare campaign progress reports for the Director of Development board committees school leadership and volunteers
- Support segmented outreach for mailings and email communications; coordinate with Marketing and Communications as needed
- Assist with the planning and of as well as attend signature events such as Owls Night Out the AllSchool BBQ and AllClass Reunion; support all department events with registrations nametags RSVPs calendar and resource reservations and followup
- Utilize and manage tools such as Greater Giving Square and DonorSearch for event and donation tracking; ensure integration with Veracross
- Maintain alumni data integrity and portal access in collaboration with the Alumni Program
- Support department meetings as requested via Veracross calendar resource reservations and invitations as needed
- Manage Development documentation training materials and process improvements
- Coordinate with state and national systems regarding fundraising compliance (e.g. gambling license outofstate solicitations)
Community and Collaboration
- Actively support the mission vision and values of The Overlake School including a commitment to diversity equity and inclusion
- Participate in the life of the school through key events meetings and committees
- Serve on the schools Data Leaders Team and Power Calendar User group to align data practices
- Collaborate closely with the Information Literacy and Technology Team to modernize data systems including application of AI tools to workflows
- Mentor interns and colleagues on Development data tools and practices
- Contribute to a positive team culture and shared responsibility for Development goals; operate with a team first attitude
Desired Education and Experience
- Bachelors degree or equivalent experience
- Two years of experience in nonprofit advancement or fundraising
- Experience with Veracross or similar donor database system
- Familiarity with independent school settings is a plus
Desired Skills and Abilities
- Strong proficiency with Microsoft Office Suite and database platforms
- Ability to manage complex data systems and perform mail merges and exports
- Excellent organizational project management and communication skills
- Detailoriented with strong analytical thinking
- Comfortable learning new technologies and exploring AI tools
- Ability to maintain confidentiality and handle sensitive information
- Collaborative selfstarting and missiondriven
Physical Requirements
- Ability to communicate over the phone
- Ability to sit and use a computer for extended periods (up to 8 hours per day)
- Ability to lift and move items up to 25 pounds
- Ability to work occasional evenings and weekends
- Some local travel for development events may be required
Click here to view Overlake Benefits
Equal Employment Opportunity
At The Overlake School we celebrate diversity as essential to fostering curiosity compassion and the full potential of every student and community member. We strive to ensure that every employee feels welcomed and valued for their unique perspectives and contributions. From our hiring practices performance reviews raise decisions and opportunities for promotions The Overlake School follows consistent and fair practices to ensure all employees and potential employees have an equal opportunity for employment and advancement based on merit and are not discriminated against because of race color religion national origin age sex veteran status pregnancy childbirth pregnancyrelated conditions disability gender gender identity sexual orientation or on any other legally protected basis. Our Human Resources department works with employees to make reasonable accommodations for those that require assistance in being able to participate in the interview process or meet the requirements of their position.
Background Check Policy
The Overlake School conducts background checks for employees after the conditional offer of employment is accepted in compliance with applicable federal state and local laws. Candidates will be asked to authorize these screenings and results will be reviewed by a designated HR representative.
The Overlake School reserves the right to modify this policy at any time without notice.
Required Experience:
Manager
Employment Type
Full-Time
