Operations Manager
Houston, TX
Category: Administrative
Reference ID: 10081123
Shortcut: http://addisongroup.gosnaphop.com/GA6YEx
Job Title: Operations Manager
Location: Houston, TX
Pay: $36.00 - $46.00 / Per hour, DOE
Employment Type: Contract-hire
Benefits: This position is eligible for medical, dental, vision, and 401(k).
Job Duties:
- Manage compliance for restricted, endowed, quasi-endowed, and current-use funds, ensuring activity aligns with donor intent, gift agreements, institutional policies, and applicable regulatory and accounting requirements.
- Oversee charitable registrations, required filings, documentation, certificates of good standing, vendor coordination, approvals, and fee processing.
- Maintain donor privacy, consent, communication preferences, cybersecurity, and data-handling standards in partnership with IT, Legal, Finance, and Philanthropy leadership.
- Develop reports, dashboards, segmentation, and targeted lists to support fundraising, campaigns, stewardship, and leadership decision-making.
- Analyze CRM data to identify donor trends, prospect opportunities, retention risks, upgrade potential, and data-quality issues.
- Monitor CRM and fundraising metrics and recommend improvements to data accuracy, reporting, efficiency, and overall data utilization.
- Serve as the primary administrator and operational owner of the fundraising CRM, overseeing data standards, user support, reporting, list management, system configuration, and issue resolution.
- Evaluate and improve CRM workflows, processes, and system functionality to support fundraising campaigns, appeals, events, donor pipelines, internal controls, staff adoption, and long-term data strategy.
- Develop and maintain SOPs for CRM use, data integrity, gift entry, reporting, reconciliation, and cross-functional requests.
- Partner with Finance to establish funds, communicate fund terms, reconcile gift and fund activity, and maintain accurate donor and fund records.
- Ensure the accuracy and integrity of donor, gift, fund, biographical, and other CRM data.
- Translate business and fundraising needs into effective CRM workflows, reports, dashboards, lists, and data solutions.
- Serve as a strategic CRM and data partner to fundraisers, Marketing, Annual Giving, Stewardship, Finance, IT, Legal, and external vendors.
- Provide guidance and support on CRM processes, reporting, data integrity, and fundraising operations.
- Contribute to a positive working environment within the Office of Philanthropy while handling confidential information appropriately.
- Work effectively both independently and collaboratively, demonstrating strong attention to detail, sound judgment, and flexibility.
Education & Experience
- Associate or Bachelor’s degree in data management, information systems, nonprofit management, business administration, or a related field preferred.
- 4–5 years of progressive experience supporting and administering CRM systems, preferably in philanthropy, advancement, nonprofit, or healthcare environments.
- Demonstrated experience with data governance, reporting, process improvement, database administration, and cross-functional workflows.
- Experience providing work direction, supervising staff, or leading significant cross-functional initiatives strongly preferred.
- Strong CRM, data analysis, reporting, and advanced Excel skills, with the ability to translate data and process issues into actionable recommendations.
- Experience with Virtuous, Raiser’s Edge, Salesforce/NPSP, or similar CRM platforms strongly preferred.
- Experience with Power BI, Tableau, or similar reporting tools is a plus.
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.
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