Director, Donor Operations & Strategy

San Francisco Foundation•San Francisco, CA

3d•Hybrid

About The Position

The Director, Donor Operations & Strategy will develop and implement actionable strategies aimed at organizational growth via development and donor engagement activities. This position will create systems and manage projects that ensure fundholders, donors, and partners at the San Francisco Foundation value being part of a generous community that actively works to support an equitable and thriving Bay Area for all. This position will lead the implementation of a comprehensive strategy to create a “best in class” donor engagement experience at the San Francisco Foundation and oversee events in order to deepen donors’ connections with the Bay Area nonprofit community, with each other, and SFF. The Director, Donor Operations & Strategy will enable effective and innovative use of technology, engagement strategies, and donor communications to attract prospects and engage the donors of the San Francisco Foundation – including Donor Advised Fund holders, nonprofits who hold endowment funds, donors interested in supporting SFF’s programs and operations, legacy giving donors, and other philanthropic donations. This position works with front-line fundraisers and philanthropic advisors to grow revenue and increase impact, and collaborates across teams especially with Marketing & Communications (on donor communications & engagement) and IT (on CRM management and utilization). The Director, Donor Operations & Strategy is part of the Philanthropy and Gift Planning Department (PGP) department, which is responsible for engaging donors to raise funds and to move resources into the community. The position reports to the Chief Philanthropy Officer and manages a team of three. The Director fulfills supervisory responsibilities in accordance with the SFF's policies and applicable laws and is responsible for interviewing, hiring, and training employees; planning, assigning, and directing work; and all aspects of performance management.

Requirements

7+ years of relevant experience and 3 years of people management experience
Experience in development and donor engagement, working to support donor relations for ultra-high-net worth individuals and families
Experience in CRM systems and using CRMs for business development, reporting for impact, and decision making, Salesforce preferred.
Exceptional project management skills
Ability to collaborate and influence across departments
Desire and ability to learn new applications quickly and innovate on processes
Demonstrated interest in SFF’s mission and commitment to equity in the Bay Area
Active listening, critical thinking, and a willingness to listen to dissident voices
People management and development, humility, and high emotional intelligence
Intermediate to advanced computer/software skills, including Microsoft 365 (Outlook, Word, PowerPoint, Excel, & Teams) and Zoom.
Ability to learn, navigate and manage online platforms, including Fluxx, Qlik sense, Smartsheet, Salesforce, and Adaptive

Responsibilities

Lead the creation and execution of a best-in-class donor engagement strategy, including developing a segmented approach to donor engagement.
Provide leadership for process optimization and technology enhancements to drive improved relationship management with donors, impact, and reporting.
Identify and develop opportunities to build a more effective and efficient Philanthropy & Gift Planning Department.
Partner with the Marketing & Communications Department on donor and prospect engagement including donor and professional advisor newsletters, events, and other outreach
Work and communicate cross-departmentally to drive projects forward and ensure alignment, serving as a liaison between PGP and other departments (especially Marketing & Communications, IT, and Community Impact) and Grants Management to ensure adequate understanding of processes and how work of different departments intersects and can be complementary and collaborative
Manage the PGP Operations Manager, Operations Associate, and Events Manager.
In partnership with the CPO, develop a Donor Segmentation Framework and continually work to balance portfolios to maximize staff success and optimize donor potential.
Develop strategy and support the execution of a small portfolio of donor events.
Create systems to ensure excellent donor experiences, including but not limited to new donor set up and ensuring smooth transitions among PGP sub-teams, donor stewardship, measuring portfolio engagement, and all aspects of how SFF engages with donors.
Serve as the PGP lead representative on the implementation of SFF’s technology roadmap.