The Manager of Development Services will work closely with the Managing Director of Annual Fund & Development Services in the organization and implementation of all Development department systems. The Manager will coordinate financial tracking and reporting for all gift revenue and serves as one of the primary liaisons to the Finance Office. The Manager will act as lead gift processor and supervise the gift processing team to ensure adherence to gift processing policies, procedures and quality and production standards.
The Manager will manage the maintenance of donor records in our CRM, Tessitura, for the Development Office, as well as work on various projects as assigned by the Managing Director of Annual Fund & Development Services. The Manager will oversee critical workflow and the operations of the Development Services team and serve as a key liaison to the rest of the Development team for Development Services needs.
Essential Functions:
Manage daily gift processing work-flow, ensuring gifts are entered correctly and promptly.
Supervise staff, including approval of time sheets, annual goals, and reviews. Manage team schedules to ensure gift processing team is present for necessary in office work.
Serve as the primary contact for banking transactions (wire, ACH, stock gifts, and other payment types) and process complex transactions and adjustments, special fund gifts, and potential customer service issues.
Assist Managing Director with administrative tasks of the budget process, as needed.
Create new funds, campaigns, designations and source codes in database for the Department. Monitor adherence and update and innovate processes as needed.
Work closely with Development staff on record retention policies and procedures
Draft and maintain processing and how-to guides for Development Services processes. Oversee team to ensure these guides are kept up to date on a regular basis and are being adhered to by all team members.
Conduct quality control inspections. Provide feedback and additional training as needed.
Manage the monthly giving program; work closely with the Digital Strategies team to successfully maintain Sustainer giving online.
Oversee the acknowledgement process, ensuring all receipts are compliant with IRS and State requirements and are sent promptly after gifts are received.
Serve as liaison to the Finance department for gift processing issues and reconciliation, producing reconciliation reports on a daily, weekly, monthly, annual, and ad hoc basis.
Maintain Development reports as needed; assist with the creation of new Tessitura reports and modifications to existing reports in conjunction with IT.
Train new staff members on Tessitura and various office applications as necessary. Coordinate training sessions to introduce new system functionalities and refreshers.
Oversee Pledge Receivable processes, including but not limited to sending open pledge reports, producing invoices, and managing the annual write off review with Finance.
Complete special projects as assigned.
Education/Experience
Bachelor’s degree or equivalent, with a minimum of 3 to 5 years of nonprofit development services or CRM management. Knowledge of or appreciation for the performing arts is a plus.
Knowledge/Skills/Abilities
Expert knowledge of donor databases, with experience in Tessitura preferred.
Advanced skills in Microsoft Office (Outlook, PowerPoint, Word, Excel, Teams) and other office productivity tools, with aptitude to learn new software and systems.
Ability to work collaboratively within the Development Department and across the entire organization.
Impeccable attention to detail and ability to meet deadlines.
Excellent written and oral communication skills, with the ability to draft correspondence and take meeting minutes.
Ability to work independently and take initiative on designing and implementing new projects
Ability to evaluate and recommend improvements to existing procedures.
Ability to thrive in highly collaborative and fast paced settings.
Working Conditions/Physical Demands:
Routine for office environment. The employee will be required to perform the essential functions of the job during evening and weekend activities including performances, concerts and donor events.
Resume and cover letter are required when applying for this position.
The Philadelphia Orchestra and Ensemble Arts does not discriminate in employment on the basis of race, color, religion, gender (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, or military service.