Manager, Portfolio Strategy & Data
|Location:||New York, NY|
|Employment Type:||Regular Full-Time|
UNICEF works in some of the world’s toughest places, to reach the world’s most disadvantaged children.
UNICEF USA (UUSA) is a private, independent, U.S. nonprofit that rallies the American public to support the world’s most vulnerable children through the unmatched reach of UNICEF. Headquartered in New York City, UUSA has some 300 employees distributed across nine regional offices in the U.S. To fuel UNICEF’s life-saving work across the globe, UUSA raises nearly $600 million dollars from private sources every year and marshals its supporters to advocate for over $800 million in annual US government support. UUSA has built abroad - based movement to advocate for the well-being and protection of children globally. For more information, visit www.unicefusa.org.
Position: Manager, Portfolio Strategy & Data
Location: New York, NY (Remote)
FLSA Status: Exempt
Salary: NYC's minimum salary for this position is $64,000. This may be adjusted to reflect the cost of labor of a candidate’s work location, if outside of NYC.
Reporting to the Assistant Director, Portfolio Strategy & Data, the Manager will partner with Institutional Philanthropy teams to cultivate a relationship management program at UNICEF USA. The Manager will lead portfolio optimization and pipeline analysis initiatives for Institutional Philanthropy teams, partnering with frontline fundraisers to strategically engage their portfolios through the qualification, cultivation, solicitation, and stewardship stages of relationship management efficiently and effectively. The candidate will have a strong grasp of using data to inform partner-centered strategy and demonstrated experience in successfully developing and utilizing analytical tools to drive micro portfolio growth and assess UNICEF USA’s macro portfolio health. The Manager will bring expertise in institutional fundraising and frequently liaise with frontline staff to meet pipeline and revenue goals.
Key Responsibilities/Outcomes (include but are not limited to):
Portfolio Strategy (60%)
• Establish liaison relationship with Institutional fundraisers, deepening subject matter expertise of the team’s business needs to achieve revenue targets; leverage Institutional liaison role to support Institutional leadership in identifying and communicating portfolio needs to optimize innovative approaches to Institutional work
• Advance New Business strategies by facilitating co-creation of portfolio optimization practices with Institutional Philanthropy teams to bolster the short- and long-term revenue pipeline
• Partner with Philanthropy Leadership on documenting or establishing KPIs for frontline performance tracking; specifically, partner with Prospect Intelligence to identify strategies to track Individual and Institutional cross-team collaborations
• Build consensus and advise on the use of BBCRM Plans & Opportunities across Institutional teams to advance partner and prospect tracking, elevate available fundraiser tools, and improve reporting accuracy for the Philanthropy Division
• Lead Prospect Management systems for institutional partners in partnership with Prospect Intelligence, focusing on portfolio strategy development
• Develop innovative approaches to integrate analytics, philanthropic trends, new technology, and new leads sources across Institutional portfolio building and strategy
• Advice on regular revenue inquiries and cataloging to best support data hygiene, reporting, and strategy, and clarify staff orientation documentation to reduce the number of inquiries
• Run all institutional gift audits and reporting, inclusive of Contact Activity, and overall data hygiene within CRM and supplemental systems
Client Partnership (40%):
• Build and maintain partnerships with frontline fundraisers and Philanthropy Advancement staff to optimize portfolio assignments and pipeline analyses
• Partner with Prospect Intelligence and frontline teams to increase portfolio potential across Philanthropy’s managed fundraising teams
• Collaborate with other Portfolio Strategy & Data team members on the design and management of Portfolio, Pipeline, Revenue, and other KPI performance dashboards in PowerBI
• Develop and lead key training that advance portfolio strategy data and processes
• Provide input, implement, and in some cases draft fundraising policies, inclusive of team-by-team business rules, donor data management, and revenue crediting
• Continuously improve relationship management data efficiencies by advising the development of new CRM configurations and data visualizations
• Enhance team budgeting and performance reporting to provide continued partner and portfolio insights
• Ensure prospect management business rules are up to date in coordination with liaisons and Data Analyst
• Advance data integration across UUSA’s systems to align with consistent reporting requirements and client partner needs
• 2 years of demonstrated experience in fundraising, with mastery of Prospect Development’s role within the philanthropic cycle;
• Expertise in Apra’s Body of Knowledge—Relationship Management domain—and demonstrated experience leading these efforts in a fundraising environment;
• Fluency in CRM technologies, inclusive of the query logic techniques and tools used to modify, retrieve, and report data from donor database management systems
• Demonstrated success in leading institutional portfolio strategies to maximize fundraising and collaborative opportunities;
• Scrupulous attention to matters of discretion and confidentiality required; ability to handle highly sensitive information appropriately and maintain confidentiality with donor information; knowledge of and adherence to ethical statements and guidelines by Apra, the Association for Advancement Services Professionals (AASP), the Council for Advancement and Support of Education (CASE), and other related associations;
• Strong client-oriented approach to delivering and communicating business solutions efficiently and effectively; ability to collaborate strategically, creatively, and analytically with colleagues at a variety of levels across the country in a complex, fast-paced environment;
• Bachelor’s degree; advanced degree preferred;
• Highly organized individual with strong management skills and the ability to prioritize and manage deadlines and do the same for a team;
• Strong oral and written communication skills;
• Strong interpersonal skills;
• Flexibility and ability to work independently and as a team player with a range of constituents and colleagues;
• Commitment to the mission and growth of UNICEF USA;
• Experience with humanitarian organizations a plus;
• Excellent computer skills and advanced proficiency with Microsoft Office (Excel, Power-point, Word) programs;
• Must demonstrate UNICEF USA Core Values: Trust, Respect, Accountability, Innovation, Teamwork, and Service.
Must possess current and valid US Work Authorization and be eligible to work for any US employer without sponsorship.
Salary is commensurate with experience. In addition, UNICEF USA offers a comprehensive benefits package.
UNICEF USA is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants are encouraged to apply.
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