Manager, Constituent Record Management (2024)

Organization Overview

UNICEF 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, Constituent Record Management

Location: National / Flexible

FLSA Status: Exempt

Salary: The estimated salary range for this role is $69,300 - $81,600. The midpoint for this salary range is $81,600. Actual pay will vary based on varying factors, including but not limited to relevant experience.

Position Description

To improve the constituent experience, the Manager will partner with teams across Philanthropy, Technology, and Administration to continuously improve the Philanthropy Division’s data quality in UNICEF USA’s constituent relationship management database. Reporting to the Director, Data Management & Transformation on the Philanthropy Insight team, this role requires a firm grasp of fundraising principles, data integrity, querying and audit logic, and constituent record management proven practices. This includes collecting, reviewing, researching, analyzing, interpreting, validating, and entering information from a variety of sources with technical acumen and integrity. The Manager will balance speed and accuracy to improve UNICEF USA’s completion and contactability rates while reducing erroneous duplicate records. The Manager will lead regular assessments on the health of our file management and data-informed policies and develop process guides for users in Prospect Development, Donor Revenue Management, Stewardship Services, and frontline fundraisers. The role will manage projects in an agile framework consistent with Philanthropy Insight’s culture, communicate throughout the division with end users, and where applicable, lead staff trainings to help the Philanthropy Division recognize the critical role that record management plays in donor stewardship and the fundraising cycle. This position will cross-train in gift entry and basic prospect research to drive their understanding of the role of data integrity in UNICEF USA processes and provide additional capacity in times of significant gift volume.

Key Responsibilities/Outcomes (include but are not limited to):

Record Management (60%)

  • Maintain constituent record data quality by reviewing and completing user-requested and import process record updates for names, recognition names, salutations, address, email, phone, employment, relationships, constituencies, volunteer roles, attributes, etc.
  • Ensure seamless experiences for our high-value channels, preventing data errors, and improving the accuracy and thoroughness of records; this will involve coordination with prospect managers and Stewardship to intervene in receipting process
  • Vet requests for new constituent records and create workflows for adding new constituents, ensuring appropriate relationships are mapped and preventing duplication
  • Manage the constituent record duplicate detection and merging process by monitoring matching logic and data flows from routine imports and platforms
  • Audit and help map organizational hierarchy among institutional and individual constituent records
  • Manage NCOA and undeliverable mail processes for managed constituent records
  • Develop a DAF record search and merge process for large imports to ensure accuracy of donors giving history captured on their primary records; develop a DAF record management system through a consolidation methodology
  • Standardize processes for constituent contact coding and regularly audit communications statuses
  • Advise Philanthropy staff on minimum and ideal completion rates for record adjustments

Data Management & Administration (40%):

  • Outline policies for standardization of formatting for key contact and demographic fields in partnership with Prospect Development and Marketing & Communications in line with ethical management of identity data, DREB values and an inclusive constituent experience
  • Develop enhanced processes and documentation to continuously update accurate biographic data such as address updates, donor preferences, deceased notifications, data appends, record creation, and record merging
  • Advise on and develop new processes for consistent cataloguing and documentation to best support data hygiene and reporting
  • Coordinate processes and protocols for capturing select donor correspondence updates/changes on constituent records in a timely manner
  • Run audits, build queries, and manage overall data hygiene within CRM and supplemental systems
  • Develop and lead staff trainings that advance insights and knowledge of Philanthropy data and processes and connect data quality to constituent experiences
  • Update protocols for managing the suppression file in collaboration with Stewardship and Individual Philanthropy teams
  • Execute bulk data imports and troubleshoot challenges with Technology team
  • During periods of significant volume, support gift entry as a member of Donor Revenue Management team within Philanthropy Insight

Other duties as assigned.

Qualifications:

  • 4years of demonstrated experience in fundraising, with fluency of aasp’s Record Management Best Practices;
  • Experience with CRMs technologies with a preference for Blackbaud CRM, inclusive of the query logic techniques and tools used to modify, retrieve, and report data from donor database management systems
  • Scrupulous attention to matters of discretion and confidentiality required; ability to handle highly sensitive information appropriately and maintain confidentiality with
  • r donor information; knowledge of and adherence to ethical statements and guidelines by AFP, Apra, aasp, CASE;
  • Strong client-oriented approach to delivering and communicating business solutions efficiently and effectively; ability to collaborate strategically, creatively, and analytically with colleagues at a variety of levels across the country in a complex, fast-paced environment;
  • Flexibility and ability to work independently and as a team player with a range of constituents and colleagues;
  • Commitment to the mission and growth of UNICEF USA.
Manager, Constituent Record Management (2024)

FAQs

What is constituent management? ›

CRM, or Constituent Relationship Management (more often called “customer relationship management” in other industries), is a technology for managing an institution's relationships and interactions with current and potential constituents.

What is a constituent in fundraising? ›

Constituent: A constituent account is used for people or organizations that make donations, are potential donors, volunteer, or are contacts for your organization.

What is a constituent in Raiser's Edge? ›

Constituents are the individuals and businesses who support your organization by contributing time, money and resources. This solution describes two ways to enter constituents in The Raiser's Edge.

What displays on a constituent record to show you at a glance information? ›

At the top of the record, below any information alerts, you can view pertinent details about the constituent, including their name, spouse, assigned fundraisers, constituent codes, membership involvement, and a summary of anything else your organization finds valuable.

What is an example of a constituent document? ›

Constituent documents generally include an entity's: Certificate of incorporation or partnership (as applicable). Certificate of change of name (if applicable). Constitution or articles of association.

What are the two types of constituents? ›

Constituent Types

As we mentioned, constituents can be morphemes, phrases, or clauses. The smaller constituents (e.g., morphemes) combine to form larger constituents (e.g., phrases), which can again combine to form larger constituents (e.g., clauses or predicates).

What is a constituent record? ›

The Constituent Record is the hub of the database. This article provides a summary of the constituent record's components. The constituent record ties together the different database areas where information can be imported for a specific constituent, such as forms, events, and Upload Dataset.

What is a constituency in fundraising? ›

Constituents are the people and businesses that support your organization and mission, including donors, volunteers, prospects, and staff. We recommend you add all your supporters as constituents, regardless of their affiliation with your organization.

What is the purpose of a constituent? ›

Constituents are citizens whom a legislator has been elected to represent. Part of a legislator's job in a democracy is to serve these constituents by representing their interests in the legislature and by providing a direct link to government.

What are the five key constituents? ›

The five key constituents in business are the Company, the Customer, the Team, the Stakeholders, and the Community.

How do you know if something is a constituent? ›

By identifying certain parts of sentences as phrases, we are making a claim that language users represent them as units in their mental grammar. The technical term for units inside a sentence is constituent: a constituent is any group of words that acts together within a sentence.

What are examples of constituent parts? ›

For example, in the sentence: "My dog Aristotle bit the postal carrier on the ankle," the constituent parts are the subject, made up of a Noun Phrase ("my dog Aristotle"), and the predicate, a Verb Phrase ("bit the postal carrier on the ankle").

What is each item of information within a record called? ›

Records are composed of fields, each of which contains one item of information. A set of records constitutes a file.

What identifies each record in a database? ›

A primary key is a distinct label assigned to every entry in a table within a database. It's used to uniquely identify each row or record to easily retrieve, update, or delete. Primary keys must have unique values and cannot contain null values.

Which information represents a record? ›

Records are actual data (text, numbers, dates, etc.) for each attribute/field in the Table. Each record is one set of attribute data, that is, the data of all fields for one entity (eg. text, numbers, dates, etc.

What do you mean by constituent? ›

: one of the parts of which a thing is made up : element, ingredient. 2. : any of the voters who elect a person to represent them. constituent. 2 of 2 adjective.

What does constituent mean in work? ›

The constituent business definition has the following two definitions: Constituent firm — A party to a merger. Constituent — A stockholder in a company.

What is a constituent in business? ›

A constituent is a company whose shares are part of an index such as the S&P 500 or Dow Jones Industrial Average (DJIA). It is a component or a member of an index. The weighted aggregation of the share prices of all its constituents is used to calculate the value of an index.

What is a constituent in the United Methodist Church? ›

Officially, a constituent is a person who is not a professing or baptized member of the church, but for. whom the church has pastoral responsibility.

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