Development Data Associate
Asolo Repertory Theatre - Sarasota, FL

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Title: Development Data Associate

Department: Development

Reports to: Development Director

Class: Exempt – Full-Time

Date Prepared: February 2, 2012

General Summary:
Reports to the Development Director, and coordinates with all development staff and finance department. Responsible for tracking financial and contact management aspects of the Annual Fund and Endowment Campaign. Ensures accuracy of the department’s contact management and financial data; oversees timely execution of annual fund campaign appeals; provides financial reports and data analysis on donor giving histories and trends; tracks donor pledges and monitors payment schedules; and reconciles development income and expenses with finance department. Ensures the department uses donor database to its fullest capacity.

Essential Job Functions:

  • Maintains primary responsibility for the department’s donor database
  • Creates and maintains schedule of Annual Fund appeal activities including monthly renewals and daily acknowledgements
  • Manages the Development Assistant in processing donor appeals, pledges, contributions and acknowledgements, and inputting donor and prospect contact management and background information
  • Proofs renewal and acknowledgment materials for accuracy before review by Development Director
  • Manages Development Assistant in updating donor and prospect email addresses for e-communications
  • Analyzes data to assist in strategies for fundraising for the Annual Fund and Endowment Campaign
  • Provides up-to–the minute accurate financial and prospect reports, mailing and prospect lists
  • Manages monthly reconciliation between development and finance departments
  • Oversees database clean up initiatives including, but not limited to: merging of duplicates, address correction, address and salutations, bio 2, relationships, and attributes category
  • Builds queries, exports and proof lists and supervises Development Assistant to do the same
  • Coordinates with telefund campaign consultants
  • Processes all checks and credit card transactions
  • Interacts with a spectrum of individuals including: internal staff, vendors, volunteers, prospects, donors, committee members, and Board Members
  • Any other duties as required by the Development Director

Qualifications:

  • Bachelor’s Degree with background in finance and data management
  • Ability to multi task, problem solve, and be self-disciplined
  • Excellent organizational skills and detail-oriented
  • Possesses a positive attitude with the ability to remain calm under pressure
  • A strong team player with an intense work ethic
  • Must be proficient in Microsoft Word, Excel and Raiser’s Edge
  • Must be flexible in working long hours, nights and occasional weekends
  • Must be able to lift 25 lbs

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