Manager of Advancement Services, Hybrid, Pawling, NY

Elly Erickson

Trinity-Pawling School, located in Pawling, NY is seeking a Manager of Advancement Services with Raiser's Edge experience to drive fundraising success by developing and executing smart strategies for database management, prospect research, and portfolio oversight. This means shaping clear protocols, streamlining processes, and setting objectives that align with organizational goals and the needs of a capital campaign. You'll also play a key role in supporting the creation of an annual operating plan designed specifically for advancement services. This hybrid position offers the flexibility to work both on-site and remotely.

What you will be doing:

Prospect Management:

• Partner with frontline fundraisers to create and implement effective strategies for identifying, qualifying, and tracking prospects through every stage of the donor lifecycle—from cultivation to stewardship.
• Analyze pipeline and prospect manager reports to uncover actionable insights that drive success.
• Lead pipeline and forecast reviews, portfolio strategy sessions, and prospect meetings to maximize fundraising potential and encourage collaboration across the team.

Prospect Research:

• Conduct in-depth prospect research, both proactively and reactively, interpreting complex financial and biographical data to guide informed fundraising strategies.
• Prepare detailed, actionable prospect profiles that give frontline fundraisers and senior leadership the insights they need to build meaningful donor relationships.

Data Management:

• Take the lead on researching, implementing, and managing software updates or CRM transitions to ensure systems run smoothly and data stays accurate.
• Perform regular database audits and establish clear processes to maintain data integrity.
• Ensure compliance with CASE/NAIS policies while customizing systems as needed—everything from managing user accounts to updating permissions.

Reporting and Analysis:

• Create accurate and timely reports, queries, and exports to support the Advancement Office and other departments.
• Use data analytics to spot trends, refine engagement strategies, and set realistic, data-driven fundraising goals.

Management, Training, and Development:

• Oversee the Gift Processing Associate.
• Train new staff members on fundraising systems and tools, making sure everyone feels confident and empowered to use them effectively.
• Provide ongoing support, mentorship, and resources to help the team continually grow their skills in database management and prospect research.

Continuous Improvement and Professional Development:

• Stay on top of industry best practices, seek out professional development opportunities, and benchmark against peer institutions to keep our Advancement efforts cutting-edge and effective.
• Perform any additional duties as required to contribute to the overall success of the students and the school.

Role Modeling:

• Inspire a culture of philanthropy and collaboration by being a positive role model. Set clear boundaries and expectations, encourage autonomy and independence, and always act with transparency and integrity.

Your Qualifications & Strengths

• Hold a Bachelor’s degree in a relevant field and have experience in database management and prospect research/management, ideally in an educational or nonprofit setting.
• Are a pro at working with fundraising CRM platforms, wealth screening tools and databases, with hands-on experience in Raiser’s Edge/NXT is strongly preferred.
• Have an intuitive understanding of how databases work, allowing you to navigate and analyze data efficiently.
• Possess strong analytical skills, enabling you to interpret and work effectively with complex data sets.
• Are comfortable working remotely and have the skills to stay connected, engaged, and productive in a virtual environment as well as able to report to the School on a periodic basis for in-person collaboration.
• Stay calm and composed under pressure, tackling challenges with a level-headed and unflappable approach.
• Bring excellent organizational skills to the table, ensuring projects and priorities stay on track.
• Communicate effectively and confidently, whether you’re collaborating with a team or presenting findings to stakeholders.

And you can:

• Inspire teamwork, trust, and accountability within the School’s fundraising efforts.
• Promote the mission of Trinity-Pawling and champion a culture of collaboration and shared success in all fundraising activities.
• Safeguard confidential information with the utmost integrity and discretion.
• Recommend and implement best practices to elevate the School’s development efforts.

If you’re tech-savvy, detail-oriented, and passionate about supporting an institution with a meaningful mission, this role could be a great fit for you!

The salary range for this position is $62,000 - $75,000. This range represents our good-faith estimate for this position. We consider additional factors such as education, experience, skills as well as the needs of the School at the time of the offer. All job offers are contingent upon the candidate's successful completion of a background & fingerprint check, reference check and pre-employment screening as applicable.

Please apply here: