Donor Portfolio Manager

7 days ago

Sydney, New South Wales, Australia beBeeFundraiser Full time $85,000 - $110,000

About the Role

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We are seeking a skilled Donor Relationship Officer to manage and cultivate a portfolio of donors. As a key member of our team, you will be responsible for developing and executing a donor engagement strategy, leveraging relationship-based moves management strategies to identify, cultivate, solicit and steward donors towards deeper financial engagement with our organization.

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Your Key Responsibilities

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  • Develop and manage a portfolio of approximately 600 - 700 mid-level donors with a tiered approach.">
  • Leverage relationship-based moves management strategies to identify, cultivate, solicit and steward donors towards deeper financial engagement with our organization.">
  • Work closely with our Business Intelligence Team to effectively tier donor portfolios based on activity and capacity.">
  • Develop, execute and grow a donor engagement strategy including the donor giving history, future revenue goals, marketing and communications touch points, donor passions, interest identification, and understanding individual donor communication preferences.">
  • Attract, convert and retain new mid-level donors.">
  • Develop and execute lapsed donor strategies to financially re-engage mid-level donors.">
  • Ensure increased donor retention, donor value retention, giving and movement of relationship qualified donors to major donor portfolios.">
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Required Skills and Qualifications

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To be successful in this role, you will need:

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  • Bachelor's degree or equivalent experience required.">
  • 3+ years of proven experience delivering results in a fundraising or sales environment.">
  • Proven track record of effectiveness as a collaborator on cross-functional teams.">
  • Experience managing, tracking and reporting on the financial efforts of a donor portfolio.">
  • Experience with donor cultivation, donor portfolio and moves management.">
  • Salesforce experience is a plus.">
  • Advanced Excel skills and mail merge experience is a plus.">
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Critical Qualities

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You will possess:

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  • Strong donor cultivation or customer service experience, and high-level interpersonal skills.">
  • Strong administrative skills and high-level attention to detail.">
  • Self-motivated, organised and disciplined to work independently.">
  • Demonstrated ability to work collaboratively across teams.">
  • Natural ability to influence and clearly articulate information.">
  • High EQ and CQ, discretion, self-awareness, and the ability to relate to a diverse range of donors.">
  • Demonstrated interest in global issues and non-profit work.">
  • Creative and innovative mindset to advance program goals.">
  • Ability to think strategically and take decisive action to grow a program or project.">
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About Us

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We are a global community that cares for one another. We believe that the way we work is as important as the results we achieve. We provide professional excellence with joy and celebration to all those we serve.

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Application Process

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Click here to submit your resume/CV and cover letter in one document.

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We hold strict safeguarding principles and a zero tolerance to violations of our Safeguarding Policy, Protection against Sexual Exploitation, Abuse and Harassment Policy, and Code of Ethics.

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