Director of CRM Operations, Data & Reporting at Lucile Packard Foundation for Children's Health

Palo Alto, California, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Mar, 26

Salary

155000.0

Posted On

05 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CRM Management, Data Structures, Data Integrity, Database Management, Business Process Workflows, Report Creation, Data Proofing, Cross-Referencing Data Sets, MS Office, Excel, Power Query, PowerBI, Raiser’s Edge, SQL, Leadership, Strategic Thinking, Inclusive Leadership

Industry

Philanthropic Fundraising Services

Description

MAIN FOCUS: The Director of CRM Operations, Data & Reporting oversees the design, integrity, and optimization of the Foundation’s CRM, translating organizational needs into durable data systems and actionable insights. This role leads a team of data professionals, partners across the Foundation, and plays a central role in the multi-year CRM migration initiative. LOCATION: Palo Alto, CA (Hybrid strongly preferred). This role is hybrid, with an expectation of working an average of eight (8) days per month in our Palo Alto office; the successful candidate will be based in the Bay Area. Remote-eligible within the U.S. for an exceptional candidate; for remote hires, compensation will be adjusted based on geographic region. WHAT YOU'LL DO... The Director of CRM Operations, Data and Reporting connects the over-arching enterprise-wide meaning of data fields in the CRM to key business processes in the Foundation. The Director partners closely with other teams and Advancement Services colleagues to establish durable, regularly updated, robust CRM data structures that support dashboards, lists, reports, and deliver business insights that will drive fundraising success and propel our mission. The Director supports the Foundation’s data strategy by designing and maintaining data structures, ensuring accurate and timely data flows in and out of the CRM system, and enabling colleagues to leverage data for meaningful insights. The Director manages a team of data professionals and a project manager; setting standards, delivering timely and high-quality results, and providing opportunities for learning and growth. This role is one of the key leaders of the project team to migrate the current fundraising database to a new platform over the next 2 to 3 years. This role reports to the Associate Vice President, Advancement Services and supervises the Assistant Director, Database Administration, Data and Reporting and the Project Manager, Advancement Services. The compensation range for this role is $135,000-$155,000 annually. YOU'LL BE RESPONSIBLE FOR... Acting as the Foundation’s primary owner of the fundraising CRM. Partnering as a key advisor and lead business analyst with teams across the Foundation to maintain existing and design new data structures that are sustainable. Maintaining a holistic view of CRM to ensure robust data structures and that work is not duplicated, ensuring CRM and its use is optimized, standardized, and scalable. Leading all data acquisition and data integrity workflows. Establishing a culture of shared ownership for data between Advancement Services and subject matter expert/end user teams, including protocols for data structure evaluation and design, proofing, documentation, and maintenance. Developing a strong data proofing culture and workflows that the whole team owns, developing checks of all data flows out of CRM, whether regular or ad-hoc data requests. Overseeing the building of a long-term sustainable CRM data system by stewarding a culture of effective documentation, cross-training and more. Participating in planning and implementation of upgrades; seeking opportunities for automation; partnering closely with IT. Recommending new approaches, procedures, and processes to effect continual improvements in efficiency of department and services performed. Functioning as a member of the leadership team within Advancement Services; partnering with Prospect Development and Gift Administration as needed. Designing, implementing and maintaining a high-quality, Foundation development-wide CRM training program in partnership with Assistant Director of Database Administration. YOU MUST HAVE... A Bachelor’s Degree or equivalent experience. 5+ years’ experience managing fundraising, development and/or alumni databases. 3+ years’ experience supervising direct reports. Experience with database management and optimizing business process workflows. Experience creating and proofing reports. Experience cross-referencing data sets. Proficient in MS Office including Word, Outlook, PowerPoint. Advanced skills with Excel. Working knowledge of Power Query and PowerBI. IT'S AN ADDED PLUS IF YOU HAVE EXPERIENCE WITH... The Raiser’s Edge v.7.93+ and Omatic Software applications (ImportOmatic and QueryOmatic) and a willingness and ability to learn new versions or different fundraising CRM software. Microsoft Power Platform (Power Automate and Power Apps). SQL. Experience in hospital or higher education fundraising data management. YOU'LL BE SUCCESSFUL IF YOU POSSESS THE FOLLOWING... Strategic Thinker – Evaluates the sustainability of proposed data or reporting elements with a holistic understanding of the CRM’s reach and impact across the Foundation. Anticipates and addresses stakeholder needs, motivations, concerns, and organizational culture proactively. Inclusive Leader – Creates space for all voices to contribute and grow, providing regular feedback while remaining open to coaching and feedback for oneself. Leads initiatives with empathy and a holistic view, navigating change and ambiguity successfully. Accuracy-Oriented – Maintains a high degree of detail orientation while engaging others for proofing and verification. Balances precision with a focus on the big picture, fostering a culture that values accuracy and learning from mistakes. Assesses errors thoughtfully to determine structural improvements and mitigate future risk. Accountable – Takes shared ownership of data wins and challenges, engaging collaboratively with stakeholders to understand and improve outcomes. Holds the team to high standards of performance, timeliness, and responsibility. Execution-Focused – Negotiates scope, budget, and timeline changes effectively with stakeholders, delivering projects on time, on budget, and within scope. Demonstrates initiative, consistently produces results, and seeks to ensure high satisfaction for partners through strong outcomes and relationships. Working at the Foundation WE OFFER EXCELLENT BENEFITS & PERKS, INCLUDING… Generous leave, including PTO, holidays, Summer Fridays, and a sabbatical (after 7 years of employment) Annual bonus opportunity Retirement plan + employer match Premium Medical and Dental coverage FSA + dependent care FSA Employer-paid life insurance Legal services plan Commuter Benefits, including CalTrain “Go Pass” Program 4-week paid maternity and paternity leave for new parents Stipend for home office and mobile phone If remote, frequent opportunities to visit our beautiful HQ in Palo Alto WE’RE DYNAMIC… The Foundation is a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will evolve and grow in accordance with LPFCH's business needs and growth plans. More specifically, the incumbent may be required to perform additional and/or different responsibilities based on the future growth plans for the Foundation. WE STRIVE TO EMBODY OUR CULTURAL TOUCHSTONES Mission-first - We can never lose sight of why we exist and exercise profound commitment to advancing child and maternal health. Good of the whole - We share responsibility for overall results, think of what’s best for the team and organization, and act as responsible stewards of resources. Bold and bendy - We’re unapologetically ambitious for our mission, creative, and take risks by trying new things. Sweat the big stuff - We’re clear on our priorities, calibrating effort and resources to audience and impact; the higher the return, the greater the investment. Make it happen - We’re focused on outcomes and prepared with ideas and solutions for every challenge. Community matters - We prioritize listening to and supporting each other, not just as colleagues, but as people with varied experiences and perspectives. EVERYONE BELONGS HERE Our Foundation values the unique qualities each of us brings to our team and community. We take pride in cultivating a workplace where every voice is heard and each of us has the opportunity to achieve our fullest potential—so that together, we can make meaningful impact on the health outcomes for children and their families. We are guided by the following principles: Uphold integrity and professionalism in all our actions. Foster a welcoming and supportive culture. Embrace unique perspectives and contributions. Interact with compassion, openness, and an eagerness to learn. The Lucile Packard Foundation for Children's Health is an Equal Opportunity Employer. #LI-Hybrid

Responsibilities

The Director of CRM Operations, Data and Reporting oversees the design, integrity, and optimization of the Foundation’s CRM, translating organizational needs into durable data systems and actionable insights. This role leads a team of data professionals and plays a central role in the multi-year CRM migration initiative.