Position:  Full-Time; Exempt

Department:  Philanthropic Strategy

Reports to:  SVP, Philanthropic Strategy and General Counsel

Supervises:  Research Associate 

Date Reviewed:  May 2024

Organizational and Program Background

For more than 109 years, the Cleveland Foundation has worked with donors, nonprofit organizations, and community partners to enhance the quality of life for all Greater Cleveland residents. With a focus on Cuyahoga, Lake, and Geauga counties, the foundation builds community endowment, addresses needs through grantmaking and social impact investing, and provides leadership on vital issues. The Cleveland Foundation is the world’s first community foundation and one of the largest today with approximately $3 billion in assets. 

Summary: The Philanthropy Operations Manager will play a role in driving digital change across the Foundation and will oversee data management for the Philanthropy Department to support donor prospecting, engagement, and stewardship. The ideal candidate will have a deep understanding of Customer Relationship Management (CRM) database products and services, such as Salesforce, along with proven skills in strategy development and digital analytics to amplify business growth.

This position will work closely with the Marketing Department’s Digital and CRM Marketing Manager and the IT Department’s Salesforce Developer to facilitate the Foundation’s sales and marketing funnel journey from qualifying leads through to cultivation, solicitation, and stewardship. In addition, this role will supervise the Research Associate on a range of information management and research matters.

Essential Functions and Expected Outcomes

• Serves as a partner on a cross-departmental team of CRM professionals to continuously improve and help lead the Foundation’s digital transformation.
• Oversees the Philanthropy team’s prospect/pipeline management to assist with prospect identification, cultivation, solicitation, and stewardship.
• Selects, implements and manages Salesforce automation tools to streamline and optimize the Foundation’s sales process.
• Provide quantitative analysis, reports, and insights to the Philanthropy team to drive active donor engagement.
• Manages and audits Salesforce data, tracks and reports on fund development and donor trends, and performs sales forecasting.
• Skillfully uses analytics and optimization tools to measure performance, identify areas for improvement, and make informed decisions to drive growth.
• Collaborates with Foundation-wide teams on projects, initiatives, and the development of organizational goals.
• Supervises the Research Associate.
• Assumes other special projects and responsibilities as assigned by the Senior Vice President of Philanthropic Strategy and General Counsel. 

Essential Qualifications, Credentials, and Technical Skills Required:

• A bachelor’s degree in a relevant field.
• A masters’ degree in nonprofit administration or public administration preferred.
• At least 5 years of related experience, with at least 3 years of experience working with CRM systems in support of sales, marketing, and/or business development functions. Background using Salesforce and/or Ren a plus.
• Demonstrated experience developing processes and business strategies with leaders to maximize the value of technologies and systems.
• Excellent critical thinking, research, and analytical skills.
• Strong technical acumen and knowledge of data analysis and reporting.
• Proactive, solution-based focus to addressing problems or issues.
• Ability to work independently and collaboratively as part of multidisciplinary teams.
• The ability to engage in a variety of tasks simultaneously while still meeting deadlines with limited or no supervision.

OUR COMMITMENT TO EQUAL OPPORTUNITY & DIVERSITY, EQUITY, AND INCLUSION:

The Cleveland Foundation exists to enhance the quality of life for all citizens of Greater Cleveland. The ability to carry out our mission and to foster our commitment to diversity, equity, and inclusion can best be pursued if our workforce, grantees, donors, partners, and governing body are inclusive of individuals of diverse backgrounds, beliefs, and perspectives. 

We believe that diversity encompasses, but is not limited to, age, color, education, ethnicity, family or marital status, gender, gender identity or expression, language, national origin, physical and mental abilities or characteristics, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and/or other characteristics that make an individual unique.  

The Cleveland Foundation is committed to equal employment opportunities for all, and our policy is to ensure that employees are selected, developed, retained, and promoted based on the individual’s ability and job performance, and without regard to that individual’s status or characteristics protected by federal, state or local law.

PAY AND BENEFITS: 

The foundation's compensation program will determine the estimated annual salary for this position, which will be fair, consistent with the salaries of comparable positions within the organization, and reflective of a candidate's educational, professional, and community background and qualifications. 

The foundation offers an exceptional benefits package, including medical, dental, vision, identity theft, and life and disability coverage, a comprehensive wellness program, an employee assistance program, a fully vested 403(b) retirement plan, ten paid holidays, and, for exempt positions, 15 days of vacation and 12 sick days, prorated the first year of service based on the date of hire. 

TO APPLY: 

If you are interested in applying for this position, please submit your resume and cover as soon as possible.  This posting will remain active until the position is filled. We regret that we cannot respond personally to each applicant.

Note: Our flexible workplace policy provides one day of remote work per week.