Manager, Pipeline and Portfolio Health

Job title:

Manager, Pipeline and Portfolio Health

Company

Unicef

Job description

Organization OverviewUNICEF USA (“UUSA” or “We”) relentlessly pursues a more equitable world for every child, upholding the rights of all children and empowering every child, everywhere. We also support the fundamental belief that children should have a voice and role in shaping their futures and the futures of their communities.
Over eight decades, the United Nations Children’s Fund (UNICEF) has built an unprecedented global support system for the world’s children, and has boldly taken on the biggest, seemingly impossible challenges facing children. UNICEF relentlessly works day in and day out to deliver the essentials that give every child an equitable chance in life: health care and immunizations, safe water and sanitation, nutrition, education, emergency relief and more. UNICEF USA advances the global mission of UNICEF by rallying the American public to support the world’s most vulnerable children.
We know that sustainable change is attainable, but it can’t be achieved alone. It takes a committed team – individuals, governments, corporations, volunteers and staff – who demonstrate a relentless commitment to working tirelessly, day in and day out in some of the toughest, hardest to reach places. Big problems need big solutions, and we harness our collective, global voice and energy to do more good, in more places for children. We will never stop supporting UNICEF to develop smarter, more cost-effective solutions; scaling up proven, data-driven programs; and harnessing new technologies to create measurable change for children.
UUSA is organized under the laws of New York State as a not-for-profit corporation. As such, UUSA is a tax-exempt organization as defined under Section 501C(3) of the Internal Revenue Code and is governed by an independent, non-salaried Board of Directors.Position: Manager, Pipeline and Portfolio HealthLocation: National / FlexibleFLSA Status: ExemptSalary: The estimated salary range for this role is $68,000 – $85,000. The midpoint for this salary range is $85,000. Actual pay will vary based on varying factors, including but not limited to relevant experience.The PositionReporting to the Deputy Director, Relationship Management (DD) the Manager, Pipeline and Portfolio Health will build, maintain, and advocate for clean data in the pipeline, from which increasingly accurate projections can be made to help drive UUSA’s aspirational goal to consistently reach $1 billion of impact annually.The Manager will partner with prospect managers across Individual and Institutional Philanthropy, as well as Philanthropy Insight colleagues to gather, investigate, and enter critical opportunity data that flows into UUSA’s pipeline and projections model. The Manager will drive data intelligence, accuracy, training, and auditing of the pipeline data.Key Responsibilities/Outcomes (include but are not limited to):Data management (70%):

• Proactively and reactively manage the data quality of Prospect Manager assignments and Opportunities through multiple processes and streams into UNICEF USA’s database of record (BBCRM), including ad hoc requests and bulk imports via our ticketing system and workbooks from Portfolio Optimization sessions with Philanthropy staff.
• Independently interpret natural language updates from fundraisers and translate them to data points in our CRM in alignment with our business rules to inform data-driven decisions making.
• Proactively clarify requests with gift officers to ensure accuracy and drive fundraiser understanding.
• Manage the entire request and update process, including the timely acknowledgment, triage, delegation, execution, and confirmation of opportunity update requests.
• Carefully enter and maintain opportunity data following standard data integrity and data accuracy practices, as well as adhering to Relationship Management policies and protocols. Cross-train colleagues on prospect management data entry and maintenance.

Reporting, audits, and training (30%):

• Regularly audit prospect and proposal data for errors, incomplete data, and/or inconsistent data, and proactively seek corrections and updates as appropriate.
• Produce and disseminate reports with actionable prospect, opportunity, and pipeline related data concerns for updating and rectifying
• Develop and execute projects and initiatives to improve fundraising knowledge, core competencies, and internal processes.
• Perform basic analytics on prospect and proposal data to reveal trends and help inform related decision-making.
• Understand, maintain, and articulate Relationship Management standards, including Relationship Management policies, procedures, and protocols, while cultivating positive working relationships with fundraisers. Participate in discussions and negotiations in responding to client requests that may conflict with formal policies and help devise appropriate solutions.
• Perform other related duties as assigned. The omission of specific duties does not preclude the supervisor from assigning duties that are logically related to the position.

Requirements:

• Bachelor’s degree or equivalent technical skill and professional experience
• Minimum 4 years relevant work experience
• Advanced data entry skills, including accurate data creation and maintenance
• Demonstrated ability to follow nuanced procedures and processes
• Ability to audit work products for accuracy and thoroughness
• Willingness to learn
• Comfortable with asking questions to people, no matter their title
• Highly organized individual with ability to prioritize and manage deadlines
• Strong oral and written communication skills, interpersonal skills
• Commitment to the mission and growth of UNICEF USA
• Excellent technical and computer skills, including experience working with a relational database (preferably BBCRM), as well as the Microsoft Office suite of products (particularly Excel).
• Ability to work in a team environment with all types of staff, including remote workers.

Preferences:

• Familiarity with CRM technologies
• Experience with international development or humanitarian organizations a plus
• Employs active listening techniques in order to empathically meet clients’ needs in a manner that provides satisfaction for the client within the resources that can be made available.
• Proficiency in transforming, translating, and communicating data-based information clearly to end users.
• Drives own learning and takes initiative towards meeting annual professional development goals. Proficiency in Apra’s Body of Knowledge Relationship Management domain with general understanding of Data Analytics, Campaigns, and Prospect Research domains.
• Ability to deal with highly sensitive information, maintain confidentiality, and exercise a high degree of judgment and discretion. Ability to apply themes from ethics statements by Apra, Council for Advancement and Support of Education (CASE), and other related associations.
• Understands key constituent, prospect, and proposal data elements (assignments, ratings, stages, etc.) as a whole. Ability to utilize this knowledge in a relational context, understanding and proactively accounting for the impact of updates on other prospect data points.

Must possess current and valid US Work Authorization and be eligible to work for any US employer without sponsorship.Due to the high volume of applications received, only those selected for an interview will be contacted. UNICEF USA is proud to be an Equal Opportunity EmployerWe do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. UUSA is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, you may contact us at .

Expected salary

$68000 per year

Location

New Jersey

Job date

Sat, 05 Oct 2024 03:21:34 GMT

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