Senior Specialist, Data and Reporting
Support the day-to-day functions of the Foundation by maintaining and enhancing fundraising data and monitoring data integrity, quality and maintenance.
Local candidates are strongly preferred, and fully remote candidates will be considered with a preference to those in the Pacific time zone.
The Lucile Packard Foundation for Children's Health, in partnership with Stanford Medicine and Lucile Packard Children's Hospital, unlocks philanthropy to transform health for children and families in Northern California - and around the world. Through fundraising and grantmaking, the Foundation drives scientific research, innovation, and policy change that will improve care, advance cures, and reform healthcare systems for this and future generations.
WHAT YOU’LL DO
As the Senior Specialist, Data and Reporting you are primarily responsible for maintaining and consulting on organization data standards and quality. You will do this by performing (1) scheduled data processes (2) work requests from revenue generating teams and (3) ad hoc and newly designed data processes. This work includes regular, and sometimes manual, maintenance and updates of CRM records, as well as intaking, validating, and exchanging large data sets between our CRM (Customer Relationship Management) system and other fundraising data sources. In addition, you will monitor the integrity of data inputs and collaborate with the Assistant Director Data Administration to maintain data enrichment workflows and support project-related data activities. Throughout all work we value your input for process improvements and efficiencies, particularly exploration of tools for automation.
Please note, if a remote candidate is selected for the position, compensation will be adjusted for their geographic location.
YOU’LL BE RESPONSIBLE FOR…
- Being the primary responder to data & reporting requests, including but not limited to:
- Providing constituent contact lists that are in line with foundation policies
- Assist end users with system questions
- Recommend new approaches, procedures and processes to support department and Foundation data maintenance needs
- Updating donor records according to established data structures
- Performing high volume data uploads of fundraising data into our CRM (Customer Relationship Management) system
- Support data integrity and maintenance efforts through quality audits and enrichment projects
- Reinforce, demonstrate, and contribute to establishing best practices to maintain data quality and integrity
- Coordinate and support the Data and Reporting team with the yearly Woodmark survey
- Support data maintenance work related to database readiness for the CRM conversion
- Changing or creating data structures to support new fundraising data needs
YOU MUST HAVE…
- Bachelor's degree or equivalent non-profit experience
- Minimum 3 years’ related Raiser’s Edge or other donor database or donor CRM experience.
- Intermediate experience using Microsoft Excel including complex filtering, pivot tables, and lookup functions.
IT’S AN ADDED PLUS IF YOU HAVE EXPERIENCE WITH:
- Creating and documenting workflows for new processes
- Power BI, SQL, Import-O-Matic, Monday.com
YOU’LL BE SUCCESSFUL IF…
- You Have Strong Attention to Detail
- You focus on the details without losing sight of the big picture
- You’re Resourceful
- You regularly take initiative and are resourceful
- You are excited by finding creative solutions to ambiguous data tasks
- You Possess Sound Judgement
- You systematically think about problems and find appropriate solutions
- Ability to anticipate likely outcomes of a data request or common evaluative questions from leadership and proactively address them during intake
- You Have Strong Communication Skills
- You build relationships with your stakeholders and grow your understanding of their needs over time.
- You are willing to proactively negotiate and consult with stakeholders to ensure the right outcome for their needs.
- You Have Strong Organizational Skills
- You can balance day-to-day work, projects, and professional development.
Working at the Foundation
WE OFFER EXCELLENT BENEFITS & PERKS, INCLUDING…
- Generous leave, including PTO, holidays, Summer Fridays, and a sabbatical (after 7 years of employment)
- Annual bonus
- Retirement plan + employer match
- Premium Medical and Dental coverage
- FSA's medical & dependent care
- Employer-paid life insurance
- Legal services plan
- Commuter Benefits, including CalTrain “Go Pass” Program
- 4-week paid maternity and paternity leave for new parents
- Stipend for home office and mobile phone
- If remote, frequent opportunities to visit our beautiful HQ in Palo Alto
The Foundation is a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will evolve and grow in accordance with LPFCH's business needs and growth plans. More specifically, the incumbent may be required to perform additional and/or different responsibilities based on the future growth plans for the Foundation.
WE STRIVE TO EMBODY OUR CULTURAL TOUCHSTONES…
Mission-first - We can never lose sight of why we exist and who we are here to serve.
Good of the whole - We share responsibility for overall results, think of what’s best for the team and organization, and act as responsible stewards of resources.
Bold and bendy - We’re unapologetically ambitious for our mission, creative, and take risks by trying new things.
Sweat the big stuff - We’re clear on our priorities, calibrating effort and resources to audience and impact: the higher the return, the greater the investment.
Make it happen - We’re focused on outcomes; only as much process as necessary to make good decisions and take action. Prepared with ideas and solutions for every challenge.
Community matters - We embrace diversity and practice inclusion.
WE’RE COMMITTED TO DIVERSITY, EQUITY, INCLUSION AND BELONGING…
Our Foundation embraces all individuals and celebrates the unique differences each of us bring to our team and community. Our approach to fostering diversity, equity, inclusion, and belonging is rooted in our cultural touchstones and inherent in our work to encourage every employee to bring their best, most authentic self to work and to provide each of them the opportunity to achieve their full potential.
We envision a world where race, gender, resources, and other factors do not serve as barriers to attaining optimal health. We recognize that this vision requires the commitment and actions of everyone.
To support this goal, we pledge to:
- Conduct ourselves in a manner that garners trust and respect from others.
- Foster a welcoming and supportive environment for our team members and community.
- Acknowledge and appreciate the dignity, expertise, experiences, and contributions of each other.
- Approach others with an open mind, compassionate heart, actively listening to their perspectives.
- Foster effective teamwork and encourage collaboration amongst our team and constituents.
The Lucile Packard Foundation for Children’s Health is an equal opportunity employer.