USA for UNHCR
Senior Associate, Data and Portfolio Management
USA for UNHCR, Washington, District of Columbia, us, 20022
Senior Associate, Data and Portfolio Management
Washington, DC
At USA for UNHCR, our people are the driving force behind our mission of delivering hope and opportunity to refugees worldwide. We're not just a workplace - we're a vibrant community of passionate, forward-thinking professionals committed to making a real difference. If you thrive in a dynamic, transparent, and data-driven environment, and want your career to directly impact lives across the globe, we invite you to join us!
SUMMARY
USA for UNHCR is seeking a detail‑oriented and solutions‑driven Senior Associate, Data and Portfolio Management to support both the Private Philanthropy and Integrated Partnerships teams. This role plays a critical part in maintaining high‑quality data practices, optimizing fundraiser portfolios, and creating insightful reporting tools that enhance fundraising strategy, performance, and workflow efficiency. The Senior Associate will collaborate closely with frontline fundraisers and leadership to ensure data accuracy, streamline systems, and strengthen decision‑making across the organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Develop and maintain processes that ensure strong data hygiene and integrity while identifying opportunities for improvement across teams
Maintain accurate records and ensure proper data entry and tracking in Salesforce CRM by PPH teams
Provide scheduled and ad hoc training to staff on data management best practices and Salesforce usage, including developing and maintaining training materials
Create and maintain comprehensive reports and dashboards in Salesforce to support strategic fundraising decisions and improve workflow efficiency
Analyze donor data to identify trends, insights, and opportunities for growth
Provide regular and ad hoc reporting to Senior Directors and other stakeholders
Assign donors and prospects to frontline fundraiser portfolios
Evaluate portfolio performance and ensure an optimal distribution of donors and prospects
Conduct regular portfolio reviews with fundraisers and adjust assignments to maximize fundraising outcomes
Collaborate with frontline fundraisers to develop and track personalized donor and prospect engagement plans
Perform other duties as assigned
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor’s degree in a related field
Minimum of 3–5 years of experience in data management or portfolio management, preferably in a nonprofit fundraising environment
Experience generating reports and dashboards for senior leadership and frontline fundraisers
Understanding of major gift fundraising processes and prospect development best practices
Proficiency in Salesforce CRM, preferably in a nonprofit environment (NPSP)
Strong analytical and problem‑solving skills
Excellent communication and interpersonal skills
Strong critical thinking skills with the ability to assess circumstances, evaluate outcomes, and make sound decisions
Ability to work independently and collaboratively, incorporating input from peers and leadership
Demonstrated commitment to high‑quality customer service and a collaborative, solutions‑oriented approach
Detail‑oriented with a high level of accuracy
Ability to build strong working relationships and adapt to evolving needs
Understanding of refugee issues and global affairs
WORK LOCATION
Hybrid + Washington DC+ May also involve travel to some locations within the company’s region of operations and select donor locations.
COMPENSATION
$39.42 - $46.32 per hour, based on a 35‑hour work week.
DISABILITY SPECIFICATIONS
USA for UNHCR will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
USA for UNHCR is an Equal Opportunity Employer. Refugees and all other protected classes are encouraged to apply.
Why Join USA for UNHCR?
Joining USA for UNHCR means becoming part of a people‑first organization that lives its values every day. We're passionate about creating meaningful change, dynamic in our collaborative approach, and transparent in how we work together to support refugees. By embracing cutting‑edge solutions and a data‑driven mindset, we stay forward‑thinking, ensuring your unique talents fuel innovation and impact. Here, you'll grow alongside a supportive team, develop your skills in a nurturing environment, and see the transformative power of your work - on the lives of refugees and on your own journey.
Ready to make a difference while being a part of a team that truly cares about you? We'd love to hear from you! Apply today, and let's create a brighter future together.
#J-18808-Ljbffr
At USA for UNHCR, our people are the driving force behind our mission of delivering hope and opportunity to refugees worldwide. We're not just a workplace - we're a vibrant community of passionate, forward-thinking professionals committed to making a real difference. If you thrive in a dynamic, transparent, and data-driven environment, and want your career to directly impact lives across the globe, we invite you to join us!
SUMMARY
USA for UNHCR is seeking a detail‑oriented and solutions‑driven Senior Associate, Data and Portfolio Management to support both the Private Philanthropy and Integrated Partnerships teams. This role plays a critical part in maintaining high‑quality data practices, optimizing fundraiser portfolios, and creating insightful reporting tools that enhance fundraising strategy, performance, and workflow efficiency. The Senior Associate will collaborate closely with frontline fundraisers and leadership to ensure data accuracy, streamline systems, and strengthen decision‑making across the organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Develop and maintain processes that ensure strong data hygiene and integrity while identifying opportunities for improvement across teams
Maintain accurate records and ensure proper data entry and tracking in Salesforce CRM by PPH teams
Provide scheduled and ad hoc training to staff on data management best practices and Salesforce usage, including developing and maintaining training materials
Create and maintain comprehensive reports and dashboards in Salesforce to support strategic fundraising decisions and improve workflow efficiency
Analyze donor data to identify trends, insights, and opportunities for growth
Provide regular and ad hoc reporting to Senior Directors and other stakeholders
Assign donors and prospects to frontline fundraiser portfolios
Evaluate portfolio performance and ensure an optimal distribution of donors and prospects
Conduct regular portfolio reviews with fundraisers and adjust assignments to maximize fundraising outcomes
Collaborate with frontline fundraisers to develop and track personalized donor and prospect engagement plans
Perform other duties as assigned
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor’s degree in a related field
Minimum of 3–5 years of experience in data management or portfolio management, preferably in a nonprofit fundraising environment
Experience generating reports and dashboards for senior leadership and frontline fundraisers
Understanding of major gift fundraising processes and prospect development best practices
Proficiency in Salesforce CRM, preferably in a nonprofit environment (NPSP)
Strong analytical and problem‑solving skills
Excellent communication and interpersonal skills
Strong critical thinking skills with the ability to assess circumstances, evaluate outcomes, and make sound decisions
Ability to work independently and collaboratively, incorporating input from peers and leadership
Demonstrated commitment to high‑quality customer service and a collaborative, solutions‑oriented approach
Detail‑oriented with a high level of accuracy
Ability to build strong working relationships and adapt to evolving needs
Understanding of refugee issues and global affairs
WORK LOCATION
Hybrid + Washington DC+ May also involve travel to some locations within the company’s region of operations and select donor locations.
COMPENSATION
$39.42 - $46.32 per hour, based on a 35‑hour work week.
DISABILITY SPECIFICATIONS
USA for UNHCR will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
USA for UNHCR is an Equal Opportunity Employer. Refugees and all other protected classes are encouraged to apply.
Why Join USA for UNHCR?
Joining USA for UNHCR means becoming part of a people‑first organization that lives its values every day. We're passionate about creating meaningful change, dynamic in our collaborative approach, and transparent in how we work together to support refugees. By embracing cutting‑edge solutions and a data‑driven mindset, we stay forward‑thinking, ensuring your unique talents fuel innovation and impact. Here, you'll grow alongside a supportive team, develop your skills in a nurturing environment, and see the transformative power of your work - on the lives of refugees and on your own journey.
Ready to make a difference while being a part of a team that truly cares about you? We'd love to hear from you! Apply today, and let's create a brighter future together.
#J-18808-Ljbffr