Director-Philanthropy Operations, CRMData Management and Gift Administration

The Director Philanthropy reflects the mission vision and values of Northwestern Memorial HealthCare (NMHC) adheres to the organizations Code of Ethics and Corporate Compliance Program and complies with all relevant policies procedures guidelines and all other regulatory and accreditation standards.

The Director Philanthropy Operations - CRM/Data Management & Gift Administration provides leadership and oversight of philanthropy operations including CRM strategy data governance organizational change management and gift administration. The Director partners closely with the Director of Operations who oversees prospect research and development reporting and analytics restricted funds and gift agreements and other special projects essential to fundraising progress and performance. This role serves as the business owner of CRM needs data standards fundraising operational workflows and partnering with IS/ITwho serve as the technical platform ownersto ensure CRM capabilities support the strategic objectives of the fundraising team and the broader health addition to leading the transition to a new CRM platform the Director is responsible for the setting the direction and priorities for ongoing maintenance configuration optimization and continuous evolution of the system in partnership with IS/IT ensuring it is leveraged innovatively to strengthen fundraising performance drive operational efficiency and enhance the donor experience.

NMF raises funds to support the health systems strategic goals to deliver exceptional care and experience advance and extend medical science and knowledge and enhance people culture and resources through: (1) raising planned principal and major gifts (2) cultivating and stewarding donors and (3) fostering a culture of philanthropy at NMHC.  

Responsibilities:

CRM/Data Management

• Establishes the strategy vision and standards for CRM functionality data management and operational workflows under the guidance of NMF leadership.
• Leads the transition to a new CRM system including business requirements architecture input workflow redesign training strategy adoption planning and foundationwide change management.
• Collaborates with IS/IT to shape CRM architecture so integrations data models user roles and system configurations align with fundraising stewardship prospecting and gift administration needs.
• Provides highlevel product and project leadership setting priorities defining objectives resolving issues and ensuring successful execution of CRM and data initiatives including ongoing enhancements iterative improvements and continuous system optimization.
• Sets and enforces data governance policies data definitions coding standards and access controls; ensures ongoing data quality management continuous monitoring and timely resolution of system data or workflow errors.
• Manages all thirdparty applications tools and platforms that support or integrate with the CRM(e.g. online giving platforms analytics and reporting tools wealth screening solutions communication platforms and vendorsupported applications).
• Builds strong communication channels with leadership staff and partners to ensure clarity around system updates governance decisions CRM transition milestones and operational dependencies.
• Defines the training curriculum and strategy for CRM and related systems; oversees onboarding and continued education/on-going training to ensure strong user adoption.
• Convenes and leads CRM governance committees operational planning groups and crossfunctional working committees as relevant.
• Drives continuous improvement by leveraging CRM capabilities and related platforms to innovate fundraising practices streamline operations and strengthen donor and staff experiences.

Gift Administration

• Provides strategic oversight and leadership for the gift administration function ensuring accuracy compliance and the integrity of gift processing activity.
• Establishes operational and governance standards for gift entry batching posting documentations coding schemas soft credit rules and gift acceptance requirements.
• Ensures compliant and timely execution of tax receipting gift acknowledgment and documentation workflows for all gift types.
• Partners closely with finance/fund accounting on reconciliation processes monthend close audit preparation and adherence to regulatory and documentation requirements.
• Creates strong communication channels with finance/fund accounting frontline fundraising teams donor relations and communications IS/IT and other partners to coordinate giftrelated processes online giving needs and any operational dependencies.
• Guides resolution of complex gift administration issues and navigating sensitive matters with discretion.

Qualifications :

Required

• Bachelors degree;
• 8 years of experience in a fundraising community outreach healthcare or development position with a proven track record preferably in a non-profit organization;
• Prior staff budget and operational management experience;
• Ability to earn the confidence of a wide range of internal and external constituents and to network within a professional corporate environment;
• Demonstrated project management organizational analysis and problem-solving skills;
• Excellent oral communication and interpersonal skills;
• High degree of professionalism sensitivity and integrity;
• Strong intellectual curiosity initiative and highly effective listening/communication skills;
• Proven ability to meet deadlines communicate effectively and track details;
• Demonstrate high levels of leadership and flexibility in a team environment;
• Comfortable leading multiple projects accurately setting priorities for team(s) on a regular basis thinking creatively and working as both a collaborative team member and leader;
• Excellent knowledge of Microsoft Office (Word Excel PowerPoint Outlook).

Preferred

• Experience leading a CRM transition including workflow redesign data migration planning and change management.
• Prior experience with Salesforce in a fundraising or nonprofit context.
• Background in CRM product ownership data governance or philanthropy operations.
• Experience collaborating with IS/IT teams on system architecture and integrations.
• Strong communication stakeholder management and problemsolving skills.

Additional Information :

Northwestern Medicine is an equal opportunity employer (disability VETS) and does not discriminate in hiring or employment on the basis of age sex race color religion national origin gender identity veteran status disability sexual orientation or any other protected status.

Background Check

Northwestern Medicine conducts a background check that includes criminal history on newly hired team members and at times internal transfers. If you are offered a position with us you will be required to complete an authorization and disclosure form that gives Northwestern Medicine permission to run the background check.  Results are evaluated on a case-by-case basis and we follow all local state and federal laws including the Illinois Health Care Worker Background Check Act.

Artificial Intelligence Disclosure

Artificial Intelligence (AI) tools may be used in some portions of the candidate review process for this position however all employment decisions will be made by a person. 

Benefits

We offer a wide range of benefits that provide employees with tools and resources to improve their physical emotional and financial well-being while providing protection for unexpected life events. Please visit our Benefits section to learn more.

Sign-on Bonus Eligibility (if sign-on bonus offered for position): Internal employees and rehires who left Northwestern Medicine within 1 year are not eligible for the sign on bonus. Exception: New graduate internal employees seeking their first licensed clinical position at NM may be eligible depending upon the job family. 

Remote Work :

No

Employment Type :

Full-time