Executive Director, Advancement Operations

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JOB DESCRIPTION SUMMARY

JOB DESCRIPTION

Operational Leadership & Management

• Provide day-to-day leadership for advancement operations including gift processing database management acknowledgments and compliance

• Ensure accurate timely processing of all gifts with 99% accuracy and full compliance with IRS regulations CASE standards and university policies

• Oversee gift entry batch processing pledge management matching gift coordination and gift crediting protocols

• Develop and maintain operations policies procedures and documentation; ensure consistent application across team

• Manage operations budget ensuring cost-effectiveness and strategic resource allocation

• Establish service level agreements with development staff and ensure operations team meets or exceeds expectations

• Lead team of operations staff including gift processors database administrators and coordinators

• Create culture of accuracy efficiency service excellence and continuous improvement

Database & Technology Management

• Serve as primary steward of advancement CRM (Salesforce or equivalent) ensuring data integrity accessibility and strategic use

• Oversee database configuration customization integration with other campus systems and upgrades

• Develop and enforce data standards integrity protocols and quality assurance processes

• Lead data cleanup initiatives duplicate management and ongoing database hygiene

• Manage user access security protocols and training for advancement staff using database systems

• Evaluate and implement advancement technology tools including wealth screening email platforms online giving event management and prospect tracking systems

• Lead technology vendor relationships contract negotiations and system implementations

• Explore and pilot AI automation and emerging technologies that enhance operational efficiency

• Partner with IT on technical infrastructure integrations and support

• Ensure business continuity planning and disaster recovery protocols for advancement systems

Prospect Research & Analytics

• Provide strategic oversight for prospect research function ensuring effective identification qualification and assignment of prospects

• Partner with research team to develop screening strategies capacity ratings and portfolio management protocols

• Oversee wealth screening biographical research and prospect profiling processes

• Ensure gift officers have timely accurate research support for cultivation and solicitation activities

• Develop analytics framework that provides actionable insights on fundraising performance pipeline health and donor trends

• Create dashboards and reports for leadership gift officers and board that enable data-informed decision-making

• Track and report on key performance indicators including pipeline metrics proposal activity gift pacing and goal progress

• Conduct predictive analytics to identify trends opportunities and areas requiring attention

• Lead data visualization and storytelling that makes complex information accessible and actionable

Compliance & Gift Administration

• Ensure full compliance with IRS regulations for charitable contributions gift substantiation and quid pro quo disclosures

• Oversee complex gift administration including pledges matching gifts planned gift recording and estate distributions

• Partner with Finance on gift reconciliation endowment recording and financial reporting

• Collaborate with Legal Counsel on gift agreements naming opportunities and donor intent documentation

• Maintain gift acceptance policies and advise on non-standard gifts (real estate securities complex assets)

• Prepare audit materials and respond to internal and external audit requests

• Track and report on restricted gifts ensuring appropriate fund coding and stewardship requirements

Strategic Partnership & Service Excellence

• Serve as trusted partner to frontline fundraisers providing excellent service responsiveness and problem-solving

• Train advancement staff on database use gift coding moves management documentation and operational protocols

• Anticipate needs and proactively provide support that enables fundraising success

• Gather feedback from internal customers and continuously improve operations based on their needs

• Participate in divisional strategic planning and contribute operations perspective

• Represent operations on cross-functional teams and matrix project pilots

• Stay current on advancement operations best practices through professional associations and peer learning

• Other duties as assigned by supervisor

Qualifications:

• Bachelors degree; Masters degree preferred

• 8-10 years of advancement operations experience with progressive responsibility

• Minimum 5 years managing operations teams and complex database systems

• Expert-level knowledge of Blackbaud/Raisers Edge or comparable advancement CRM

• Deep understanding of gift processing IRS compliance CASE standards and advancement operations best practices

• Strong technical aptitude and experience implementing/managing advancement technology tools

• Proven ability to ensure data integrity and establish quality control processes

• Experience with prospect research wealth screening and analytics

• Exceptional project management skills and ability to manage multiple concurrent initiatives

• Strong analytical skills and comfort with data analysis reporting and visualization tools

• Outstanding attention to detail and commitment to accuracy

• Excellent communication skills and ability to translate technical concepts for non-technical audiences

• Service-oriented mindset and commitment to supporting frontline fundraising staff

• Experience in higher education advancement preferred

• Supervisory experience with demonstrated ability to build and develop high-performing teams

Preferred:

• Experience in comprehensive campaign environment

• Knowledge of planned giving administration and complex gift processing

• Familiarity with financial reconciliation and endowment accounting

• SQL Python or other database query/programming skills

• Experience with data visualization tools (Tableau Power BI)

• Understanding of AI and automation applications in advancement operations

• Certification in database administration or relevant technical credentials

• CFRE or commitment to obtain

FLSA STATUS

WPI is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race color age religion sex sexual orientation gender identity national origin veteran statusor disability. It seeks individuals from all backgrounds and experiences who will contribute to a culture of creativity collaboration inclusion problem solving innovation high performance and change is committed to maintaining a campus environment free of harassment and discrimination.