Advancement Manager

United to Learn’s Advancement Manager plays a pivotal role in furthering the mission of U2L by facilitating seamless interactions with funders, partners, and volunteers through clear and accurate communication, comprehensive reporting, and prompt stewardship. By effectively utilizing U2L’s customer relationship management (CRM) database, the Advancement Manager will develop a deep understanding of U2L’s investor base, identify new fundraising opportunities, and contribute to revenue generation through strategic donor outreach, data-driven insights, and impactful communications with key stakeholders. In addition, the Advancement Manager will be responsible for driving revenue through targeted annual fundraising campaigns.

Essential Competencies

Functional Excellence

● Serve as lead manager and steward of U2L’s customer relationship management (CRM) database, maintaining record of constituent interactions, pledges, and payments, while conducting analytics and other related reporting ● Manage and drive revenue through targeted annual fundraising campaigns, including the End-of-Year Appeal, Learning Launch, and North Texas Giving Day ● Conduct prospect research and market analysis to identify new investment opportunities across foundation, corporate, and individual donor sectors. ● Assist with administrative tasks and other team duties as requested ● Demonstrate willingness to learn, improve and advance own functional excellence

Sector Knowledge

● Strong commitment to public education, student achievement, and the mission, vision, and values of U2L ● Knowledge of the Dallas public education sector and Dallas ISD goals, priorities, assessments, and personnel structure and U2L schools

Project Management

● Track, organize, and analyze key metrics as defined collaboratively by the Advancement Team ● Ability to nimbly adjust priorities and manage multiple tasks while working collaboratively with internal and external stakeholders 1 ● Build, maintain and generate reports from U2L’s CRM database, Salesforce ● Process gifts and reconcile revenue, including recording all in-kind and monetary donations, maintaining timely entry of all pledges, grant letters, soft credits, and relationships ● Create online forms for events and campaigns for display on the United to Learn website ● Oversee the development, production, and distribution of fundraising campaign materials ● Support planning and execution of organization-wide events for funders and affinity groups ● Define and manage project plans, while asking clarifying questions ● Coordinate with the Operations team on monthly revenue reconciliations

Communications

● Excellent written and oral communication ● Deliver well-organized, persuasive presentations and reports ● Use discretion with communication of sensitive information

Relationship Management

● Establish and maintain trusting relationships with defined key stakeholders ● Demonstrate effective interpersonal skills and build belonging internally and externally ● Develop new and deepen existing relationships to further U2L mission and vision

People Development

● Exemplify tone and culture of U2L, exhibiting professional, welcoming demeanor with all colleagues and volunteers ● Treat all with respect and provide timely and constructive feedback when needed

Technical Excellence

● Advanced working knowledge of CRM databases, particularly Salesforce for nonprofits ● Ability to conduct comprehensive research on potential investors, using relevant sources ● Ability to conduct data analysis and storytelling with data collected through surveys, Google Forms and other methods ● Advanced knowledge in Google Suite and Microsoft Office Ideal

Candidate Qualifications

● Hold a bachelor’s degree and minimum of two years relevant experience ● Advanced experience in CRM databases; familiarity with Salesforce a plus ● General fundraising experience ● Mandatory valid driver’s license and insurance, current background check and vaccine status required in compliance with Dallas ISD schools, and ability to lift up to 20 lbs ● Ability and willingness to lead and attend programming events as needed; including mornings, evenings, and/ or weekends

As a full-time employee, the Advancement Manager will receive:

● Competitive Salary plus insurance benefits including dental and vision plans ● Participation in employer contributed retirement plan through a SIMPLE IRA Fund ● Generous holiday schedule including 6 Federal holidays plus an additional 20 holidays in accordance with Dallas ISD’s administrative calendar during the academic school year, which reflects extended Thanksgiving, Winter holiday and Spring Break paid time off ● Plus, 10 days of paid time off as requested throughout the year and 7 sick days on an annual basis