Development Operations Associate

Planned Parenthood Mar Monte Careers•San Jose, CA

36d

About The Position

ESSENTIAL DUTIES Gift Administration & Revenue Processing Process and reconcile charitable contributions with a high degree of accuracy, timeliness, and confidentiality. Ensure prompt and personalized donor acknowledgment in alignment with stewardship standards and compliance requirements. Maintain and continuously improve gift processing procedures to enhance efficiency, internal controls, and audit readiness. Partner with Finance to support reconciliation, reporting, and revenue tracking processes. Donor Data Management & Systems Integrity Maintain comprehensive, accurate, and up-to-date donor records across individual, foundation, and corporate portfolios. Lead and support ongoing data hygiene initiatives to strengthen database integrity and reporting reliability. Develop and generate reports, dashboards, and data analyses to support fundraising strategy, campaign tracking, and leadership decision-making. Identify opportunities to streamline workflows and optimize CRM functionality. Donor Stewardship & Engagement Support Serve as a responsive and professional point of contact for donor inquiries via phone and email. Support stewardship initiatives including acknowledgments, impact reporting, and donor communications. Periodic Support of Research & Prospect Development Conduct research on individual, foundation, and corporate prospects to assess giving capacity, philanthropic interests, and alignment with organizational priorities. Prepare briefing materials and background summaries to inform cultivation and solicitation strategies. Track funding opportunities and assist with pipeline management. Cross-Functional Collaboration & Operational Support Collaborate closely with Development, Finance, and other key staff to fulfill reporting and data requests. Assist in the coordination, production, and quality control of development materials, reports, and collateral. Support special initiatives, fundraising campaigns, and department-wide projects as assigned. Contribute to process improvement efforts and help strengthen department-wide systems and best practices. Team & Leadership Support Provide guidance and oversight to volunteers, interns, and temporary staff, as appropriate. Support onboarding and training related to development systems and procedures. Perform additional duties that contribute to the overall success of the Development department. QUALIFICATIONS Ability to perform the duties described above. A typical means of acquiring those abilities would be: A combination of education and experience that demonstrates the ability to successfully perform the responsibilities of the role. Typical qualifications include: Associate’s or Bachelor’s degree preferred. 2 - 4 years of relevant professional experience in development operations, nonprofit administration, fundraising, finance support, or related field preferred. Demonstrated experience working with donor databases/CRM systems, Salesforce preferred.

Requirements

Exceptional attention to detail with strong analytical and problem-solving skills.
Excellent written and verbal communication skills.
Highly organized with the ability to manage multiple priorities and deadlines.
Ability to maintain accuracy and focus while performing detailed and process-driven work.
Strong customer service orientation with a donor-centered mindset.
Proficiency in Microsoft Office Suite; ability to quickly learn and adapt to new technologies and systems.
Ability to work independently while contributing positively to a high-performing, collaborative team.
Sound judgment, discretion, and ability to handle confidential information.
Understanding of how operational excellence supports broader fundraising strategy and organizational impact.
Demonstrated initiative, critical thinking, and commitment to continuous improvement.

Nice To Haves

Associate’s or Bachelor’s degree preferred.
2 - 4 years of relevant professional experience in development operations, nonprofit administration, fundraising, finance support, or related field preferred.
Demonstrated experience working with donor databases/CRM systems, Salesforce preferred.

Responsibilities

Gift Administration & Revenue Processing Process and reconcile charitable contributions with a high degree of accuracy, timeliness, and confidentiality.
Ensure prompt and personalized donor acknowledgment in alignment with stewardship standards and compliance requirements.
Maintain and continuously improve gift processing procedures to enhance efficiency, internal controls, and audit readiness.
Partner with Finance to support reconciliation, reporting, and revenue tracking processes.
Donor Data Management & Systems Integrity Maintain comprehensive, accurate, and up-to-date donor records across individual, foundation, and corporate portfolios.
Lead and support ongoing data hygiene initiatives to strengthen database integrity and reporting reliability.
Develop and generate reports, dashboards, and data analyses to support fundraising strategy, campaign tracking, and leadership decision-making.
Identify opportunities to streamline workflows and optimize CRM functionality.
Donor Stewardship & Engagement Support Serve as a responsive and professional point of contact for donor inquiries via phone and email.
Support stewardship initiatives including acknowledgments, impact reporting, and donor communications.
Periodic Support of Research & Prospect Development Conduct research on individual, foundation, and corporate prospects to assess giving capacity, philanthropic interests, and alignment with organizational priorities.
Prepare briefing materials and background summaries to inform cultivation and solicitation strategies.
Track funding opportunities and assist with pipeline management.
Cross-Functional Collaboration & Operational Support Collaborate closely with Development, Finance, and other key staff to fulfill reporting and data requests.
Assist in the coordination, production, and quality control of development materials, reports, and collateral.
Support special initiatives, fundraising campaigns, and department-wide projects as assigned.
Contribute to process improvement efforts and help strengthen department-wide systems and best practices.
Team & Leadership Support Provide guidance and oversight to volunteers, interns, and temporary staff, as appropriate.
Support onboarding and training related to development systems and procedures.
Perform additional duties that contribute to the overall success of the Development department.