What are the responsibilities and job description for the Foundation - Development Operations Analyst position at Erlanger?
Job Summary:
The Erlanger Health Foundation, the philanthropic arm of Erlanger Health System, engages donors, cultivates strategic partnerships, and advances institutional priorities through comprehensive fundraising initiatives. As the Foundation continues its evolution into a high-performing, data-informed, donor-centered organization, the Development Operations Specialist serves as a key operational leader responsible for the strategic administration and optimization of development systems, analytics, project management, and operational processes.
Reporting to the Marketing, Communications and Foundation Operations Manager, this position exercises independent judgment and discretion in the oversight, administration, and continuous improvement of the Foundation's donor database systems, reporting and analytics infrastructure, stewardship operations, project initiatives, and compliance protocols. The Development Operations Specialist ensures alignment between operational practices and organizational objectives, regulatory standards, and donor intent. The Specialist coordinates cross-functional projects that support fundraising operations, data integrity, system enhancements, reporting initiatives, and process improvements.
This role requires consistent exercise of discretion and independent judgment with respect to matters of significance, including donor data governance, gift processing protocols, reporting standards, stewardship implementation, system optimization, and development-related project management.
The position evaluates and refines operational policies, develops procedures to enhance efficiency and compliance, and serves as a subject matter expert on development systems, analytics, and operational project management. The Specialist provides consultative guidance to development staff and leadership regarding donor data interpretation, reporting strategy, gift documentation standards, project priorities, performance metrics, system enhancements, process improvement, and regulatory considerations. The Specialist also uses development analytics and project performance data to evaluate outcomes, identify trends and opportunities, inform resource allocation, and support continuous improvement of the Foundation's fundraising operations.
Education:
Required:
Required:
Required:
Reporting to the Marketing, Communications and Foundation Operations Manager, this position exercises independent judgment and discretion in the oversight, administration, and continuous improvement of the Foundation's donor database systems, reporting and analytics infrastructure, stewardship operations, project initiatives, and compliance protocols. The Development Operations Specialist ensures alignment between operational practices and organizational objectives, regulatory standards, and donor intent. The Specialist coordinates cross-functional projects that support fundraising operations, data integrity, system enhancements, reporting initiatives, and process improvements.
This role requires consistent exercise of discretion and independent judgment with respect to matters of significance, including donor data governance, gift processing protocols, reporting standards, stewardship implementation, system optimization, and development-related project management.
The position evaluates and refines operational policies, develops procedures to enhance efficiency and compliance, and serves as a subject matter expert on development systems, analytics, and operational project management. The Specialist provides consultative guidance to development staff and leadership regarding donor data interpretation, reporting strategy, gift documentation standards, project priorities, performance metrics, system enhancements, process improvement, and regulatory considerations. The Specialist also uses development analytics and project performance data to evaluate outcomes, identify trends and opportunities, inform resource allocation, and support continuous improvement of the Foundation's fundraising operations.
Key Responsibilities
Foundation Systems Administration and Data Governance
Standard Hours
Regular
The Erlanger Health Foundation, the philanthropic arm of Erlanger Health System, engages donors, cultivates strategic partnerships, and advances institutional priorities through comprehensive fundraising initiatives. As the Foundation continues its evolution into a high-performing, data-informed, donor-centered organization, the Development Operations Specialist serves as a key operational leader responsible for the strategic administration and optimization of development systems, analytics, project management, and operational processes.
Reporting to the Marketing, Communications and Foundation Operations Manager, this position exercises independent judgment and discretion in the oversight, administration, and continuous improvement of the Foundation's donor database systems, reporting and analytics infrastructure, stewardship operations, project initiatives, and compliance protocols. The Development Operations Specialist ensures alignment between operational practices and organizational objectives, regulatory standards, and donor intent. The Specialist coordinates cross-functional projects that support fundraising operations, data integrity, system enhancements, reporting initiatives, and process improvements.
This role requires consistent exercise of discretion and independent judgment with respect to matters of significance, including donor data governance, gift processing protocols, reporting standards, stewardship implementation, system optimization, and development-related project management.
The position evaluates and refines operational policies, develops procedures to enhance efficiency and compliance, and serves as a subject matter expert on development systems, analytics, and operational project management. The Specialist provides consultative guidance to development staff and leadership regarding donor data interpretation, reporting strategy, gift documentation standards, project priorities, performance metrics, system enhancements, process improvement, and regulatory considerations. The Specialist also uses development analytics and project performance data to evaluate outcomes, identify trends and opportunities, inform resource allocation, and support continuous improvement of the Foundation's fundraising operations.
Education:
Required:
- Bachelor's degree in Business Administration, Information Systems, Nonprofit Management, or a related field
- N/A
Required:
- 3-5 years of experience in nonprofit development operations, fundraising services, or nonprofit program coordination
- Demonstrated experience with CRM systems, event fundraising platforms, development analytics and reporting, project management, and nonprofit procedures and operations
- Strong attention to detail, analytical thinking, and cross-team communication skills
- Experience with healthcare or higher education fundraising environments
- Proficiency in Raiser's Edge, Salesforce, GoFundMePro, or similar platforms
- Experience with development analytics, Power BI, prospect and research management, and donor data analysis within a healthcare fundraising environment
- Certification in fundraising operations, data management, or CFRE designation
Required:
- N/A
Reporting to the Marketing, Communications and Foundation Operations Manager, this position exercises independent judgment and discretion in the oversight, administration, and continuous improvement of the Foundation's donor database systems, reporting and analytics infrastructure, stewardship operations, project initiatives, and compliance protocols. The Development Operations Specialist ensures alignment between operational practices and organizational objectives, regulatory standards, and donor intent. The Specialist coordinates cross-functional projects that support fundraising operations, data integrity, system enhancements, reporting initiatives, and process improvements.
This role requires consistent exercise of discretion and independent judgment with respect to matters of significance, including donor data governance, gift processing protocols, reporting standards, stewardship implementation, system optimization, and development-related project management.
The position evaluates and refines operational policies, develops procedures to enhance efficiency and compliance, and serves as a subject matter expert on development systems, analytics, and operational project management. The Specialist provides consultative guidance to development staff and leadership regarding donor data interpretation, reporting strategy, gift documentation standards, project priorities, performance metrics, system enhancements, process improvement, and regulatory considerations. The Specialist also uses development analytics and project performance data to evaluate outcomes, identify trends and opportunities, inform resource allocation, and support continuous improvement of the Foundation's fundraising operations.
Key Responsibilities
Foundation Systems Administration and Data Governance
- Serve as the strategic administrator of the Foundation's CRM and fundraising platforms (e.g., Raiser's Edge, SalesForce, Classy Live, GoFundMe Pro), exercising independent judgment in system configuration, governance, and optimization.
- Establish, implement, and enforce data governance standards, policies, and internal controls to ensure data integrity, confidentiality, regulatory compliance, and accurate fund tracking.
- Lead system integrations, platform enhancements, and automation initiatives to improve operational efficiency and scalability.
- Develop and maintain documentation, policies, and procedural guidelines governing gift processing, donor record management, segmentation, and reporting standards.
- Design, analyze, and interpret complex donor, campaign, and financial reports to inform executive leadership, board reporting, and frontline fundraising strategy.
- Develop dashboards, forecasting tools, impact reports, and performance analytics that guide goal setting, annual planning, and campaign execution.
- Evaluate donor behavior trends, engagement metrics, and fundraising performance data; provide strategic recommendations based on findings.
- Oversee gift administration processes and fund reporting to ensure accurate recording, allocation, and tracking of restricted and unrestricted gifts.
- Interpret donor intent documentation, endowment agreements, and fund restrictions to ensure adherence and mitigate compliance risk.
- Collaborate with finance leadership to support reconciliation processes, audit preparation, and financial transparency.
- Interpret and apply applicable regulatory requirements, donor disclosure standards, and nonprofit compliance guidelines.
- Identify operational risks and recommend corrective actions or policy adjustments to executive leadership as appropriate.
- Translate frontline fundraising strategies into operationally executable stewardship workflows, ensuring timely acknowledgment, recognition, and donor communications.
- Provide oversight of donor engagement logistics, including event platform administration and related vendor coordination, to ensure operational excellence and a seamless donor experience.
- Develop and implement operational policies and procedures aligned with institutional priorities and regulatory standards.
- Lead cross-functional initiatives related to development infrastructure, systems enhancement, and process redesign.
- Provide consultative guidance to leadership on operational risk, system capabilities, and infrastructure investments impacting fundraising performance.
- Manage and coordinate development analytics projects within a healthcare philanthropy environment, including project scope, timelines, deliverables, stakeholder coordination, data requirements, implementation, and evaluation to ensure projects support fundraising priorities and organizational objectives.
Standard Hours
Regular