Data Manager, Philanthropy

Description

About Us

The Cleveland Foundation, established in 1914, is the world's first and one of the largest community foundations, with assets exceeding $3 billion. Our mission is to enhance the lives of all residents of Greater Cleveland, now and for generations to come, by working together with our donors to build community endowment, addressing needs through grantmaking, and providing leadership on key community issues. 

As we continue to grow and evolve, we are dedicated to building strong relationships and trust across our community, working collaboratively to create innovative, impactful, and internationally recognized contributions to the field of philanthropy. 

About You

You are a strategic thinker and data enthusiast who thrives at the intersection of technology and philanthropy. With a strong foundation in Salesforce CRM and a passion for digital transformation, you bring a proactive, analytical mindset to every challenge. You’re someone who can translate complex data into actionable insights, enabling smarter donor engagement and more effective fundraising strategies. Your attention to detail is matched by your ability to see the bigger picture—identifying trends, optimizing systems, and driving innovation across teams.

You are also a collaborative partner who values communication and continuous learning. Whether you're training colleagues on CRM best practices, managing special projects, or contributing to cross-functional initiatives, you bring a spirit of adaptability and service. You’re comfortable navigating fast-paced environments, handling sensitive information with discretion, and aligning your work with broader organizational goals. If you're excited about using data to make a meaningful impact in the philanthropic space, this role is a perfect fit.

Job Summary

The Data Manager, Philanthropy will play a critical role in shaping digital transformation across the Foundation and will advance the Foundations’ philanthropic strategy by leveraging data-driven research. This key role also will oversee data management for the Philanthropy team, ideally having a deep understanding of Customer Relationship Management (CRM) database products and services, such as Salesforce, along with proven skills in strategy development and digital analytics to amplify business growth. 

Key Responsibilities

• Serves as a partner on a cross-departmental team of CRM professionals to continuously improve and help lead the Foundation’s digital transformation.
• Identifies and manages Salesforce automation tools to streamline and optimize the Foundation’s sales process.
• Provides quantitative analysis, reports, and insights to drive active solicitation and donor engagement.
• Manages and audits Salesforce data, tracks and reports on fund development and donor trends, and performs sales forecasting.
• Utilizes analytics and optimization tools to measure performance, identify areas for improvement, and make informed decisions to drive growth.
• Trains Philanthropy team staff in best practices for utilizing CRM functionalities.
• Collaborates with Foundation-wide teams on projects, initiatives, and the development of organizational goals.
• Assumes other special projects and responsibilities as assigned by the Senior Vice President of Philanthropic Strategy and General Counsel. 

Develop A Personal Growth Plan

• Consider additional development courses and certifications that will enhance the skill set for the organization in this role.

Competencies & Behavioral Expectations

• Judgment
• Communication
• Teamwork & Collaboration
• Adaptability
• Problem-Solving

Requirements

Required Qualifications

• Bachelor’s degree welcome; requires 3–5 years of experience with Salesforce CRM, data analysis, and strategic support for fundraising and donor engagement. 
• Demonstrated ability to use project management skills across evolving organizational strategies. 
• Ability to organize, analyze and disseminate a diverse and sizeable range of data with efficiency and great attention to detail to a variety of audiences.
• Ability to be resourceful and independent, while maintaining a team-based, collaborative approach to work.
• Demonstrated customer service orientation and ability to take a proactive role in team efforts; promote cooperation and collaboration between team members and encourage open communication in multidisciplinary teams. 
• Demonstrated competency with respect to a variety of technology including all Microsoft Office components, database programs, zoom/video conferencing technologies, etc.
• Proactive nature with the ability to anticipate needs and seek out information related to immediate priorities.
• Ability to handle sensitive and confidential information appropriately and with discretion.
• Familiarity with the philanthropic environment in northeast Ohio. 

Work Environment

• Primarily on-site at the Foundation’s office four days per week, with the option for one remote workday.
•  Standard business hours (typically 9:00 AM – 5:00 PM), with occasional extended hours during key projects or reporting deadlines.
• Requires regular use of computers and digital tools in a fast-paced, collaborative setting.
• Minimal travel, mostly local, for team meetings or donor-related events.
• No special physical demands beyond typical office work.