Development Operations Associate

Tipping Point Community•San Francisco, CA

9d•Hybrid

About The Position

The Development Operations Associate is a development professional with knowledge and experience in fundraising systems and data analysis. As a member of the Development Strategy + Operations team, this role maintains and recommends improvements to Tipping Point’s donor database and development technology stack, as well as the broader systems and processes that support our fundraising. They translate complex donor data into actionable fundraising insight, build and maintain Salesforce reports and dashboards, and project manage workflows. With sound operational judgment and a commitment to scalable, accurate systems, the Development Operations Associate partners closely with the Development Strategy + Operations Director and giving officers, as well as colleagues in Communications + Events, Technology, and Finance, to drive cross-functional initiatives.

Requirements

Demonstrated strong analytical skills with the ability to translate complex data into clear, actionable insights and build Salesforce reports, dashboards, and sophisticated spreadsheet models that help the team track progress against revenue goals.
Demonstrated track record of being able to organize and prioritize multiple tasks while remaining focused on accuracy and attention to detail.
Strong project management skills with the ability to self-direct, anticipate roadblocks, meet deadlines, prioritize among competing goals, and manage through others as appropriate to keep work moving.
The ability to build and manage relationships effectively among various stakeholders.
Proven ability to handle sensitive information with precision and confidentiality.
A genuine interest in philanthropy, with prior experience in development operations, management consulting, or a data/analytics-focused role.

Responsibilities

Analyze donor data and fundraising trends, identifying patterns and connections that inform the fundraising plan and strategic decisions to meet revenue goals.
Monitor and report on the effectiveness of fundraising initiatives, recommending adjustments as needed.
Analyze and prepare materials for Development staff to manage their portfolios and track progress against revenue and activity goals.
Manage data on Salesforce related to Development, ensuring data integrity and accuracy; use established guidelines to resolve data issues, escalating complex or high-impact matters to the Director.
Develop and maintain systems to monitor donor data, quickly identifying gaps or inconsistencies that could affect fundraising data accuracy.
Develop, maintain, and recommend improvements to systems and processes for individual and corporate giving, strategic communications, and technology optimization (e.g., Classy, Windfall, Salesforce plug-ins), including direct partnership with back-end engineers to keep Salesforce aligned with evolving fundraising operations.
Review monthly close and acknowledgments to ensure accuracy and alignment with gift processing protocol.
Lead the annual audit project, coordinating closely with the Development Assistant on assigned tasks and communicating effectively with stakeholders throughout the process.
Manage the elevated pledge follow-up and gift processing workflow, partnering with the Development Assistant on assigned tasks.
All other duties as assigned.