Advancement Operations Manager

🕒 May 12

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Community Catalyst

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1998

🤝 Non-profit

🏥 Healthcare

🌍 Social Impact

Non-profit • Healthcare • Social Impact

Community Catalyst is a national nonprofit organization that advances health justice by helping communities shape the health systems that affect their lives and economic security. It partners with community-based organizations and state/federal actors to improve access, affordability, accountability, and equity in health care through policy advocacy, organizing, data-driven research (Health Justice Intelligence), and programs like Community Health Market Watch, caregiving & aging supports, and coverage/Medicaid expansion work. The organization has worked across 45+ states with 350+ partner organizations and focuses on reducing medical debt, stabilizing coverage and long-term supports, and centering lived experience in policy and implementation.

📋 Description

• Maintain and manage Salesforce as the system of record for the Advancement team. • Ensure accuracy, completeness, and consistency of data across all prospects, funders, and opportunities. • Establish and reinforce data entry standards and support team adherence. • Conduct regular audits to identify gaps, inconsistencies, and duplicate records. • Design, build, and maintain reports and dashboards that provide clear visibility into pipeline activity and performance. • Track key metrics including prospect pipeline, proposal volume, stage progression, and revenue projections. • Support and manage Advancement-related tools and platforms, with Salesforce as the primary system of record. • Help standardize workflows, stages, and reporting practices across the team. • Provide guidance and light training to staff on systems, tools, and best practices. • Support tracking and coordination of stewardship activities, including donor acknowledgments, stewardship letters, and follow-up communications. • Analyze pipeline and fundraising data to identify trends, gaps, and opportunities.

🎯 Requirements

• 3–6 years of experience in Salesforce administration, advancement operations, or CRM management. • At least 3 years of hands-on Salesforce experience, including report building, dashboard creation, and data management. • Demonstrated experience building and maintaining reports and dashboards used by leadership for pipeline or fundraising decision-making. • Experience supporting fundraising, advancement, or development teams. • Strong attention to detail and commitment to data accuracy. • Strong analytical skills and ability to interpret and present data clearly. • Strong organizational and project management skills. • Ability to manage multiple priorities and ensure timely follow-through.