Data & Insights Manager

Role & Responsibilities

The role of Data and Insights Manager has direct responsibility for the operational and
developmental management of the organisation’s CRM (affectionately known as Goldie). You will
ensure JCA’s data is up to date, complete and clean by managing the ongoing administration and
maintenance of the database. Further, the role plays a pivotal part in ensuring the CRM (and
subsequent integrated software) are fully utilised and leveraged by providing training for all staff on
current and new features.
Working closely with the Communications, Fundraising and Finance teams you will provide support
as required around data aggregation and report creation, campaign data as it relates to the database
and donor journey processes.
As technology and our organisational needs grow, you will lead the ongoing process of systems
improvement and development including research, proposal, implementation and training of the
new system features and/or programs, integrations to ensure best practice data management.
The core responsibilities of the role can be broken down into the following areas;

Operational
– Day to day management of the Raiser’s Edge (RE) database
– Maintain current constituents within the database
– Ensure quality of data in RE, enabling JCA to fully leverage the value of the system
– Champion the organisation’s effective use of RE including staff training and developing protocols
and procedures, including training manuals
– Support the Communications & Fundraising teams with data management, analysis and prospect
exploration
– Assist in the creation of, and report on, the donor journey enabling Fundraisers to utilise the
system for the effective management of investors.
– Capture and report on donor insights, patterns and trends to assist in guiding the Fundraising
strategy
– Manage pipeline in RE and produce fundraising reports for management

– Support the Communications & Fundraising teams with the briefing and creation of market
segmented donor lists for specific campaigns or investor reporting etc.
– Maintain and support organisational and user dashboards
– Onboarding and setup of new system users

System Development
– Assist with new report, query and/or dashboard creation and set up
– Lead the management of data alignment and synchronisation across various systems which
integrate with RE (e.g. Online Express, Campaign Monitor, NetCommunity, Dataro, Red Arc)
– Keep abreast of changes, software/feature development releases and proposed schedules in RE
functionality to determine their viability for JCA
– Support future changes to the JCA operating plan and reporting structures
– Create automated workflow where appropriate

Skills & Capabilities
– 2+ years NFP CRM experience (Raiser’s Edge preferable) and a fundamental understanding of the
programs workings
– Highly developed foundational knowledge which allows you to quickly learn and/or understand
the functionality of new programs
– Ability to problem solve and identify solutions within the parameter of prescribed resource
– Good knowledge and experience with Microsoft Office programs and data analysis tools including
SQL and PowerBI
– Excellent communication skills and the ability to explain technology and complex processes in an
easy to follow, comprehendible manner
– Excellent written communication skills, attuned to the creation of clear and concise training
manuals and protocols
– Highly organised with a strong attention to detail and project management
– Experience training team members on software, programs and applications
– Highly developed interpersonal skills, with the ability to manage task responsibility and
prioritisation with various stakeholders

About You
– Love of process and design thinking, you’re solutions focused
– You lead with an entrepreneurial approach, you’re a strategic and creative thinker
– You’re a proactive, motivated self-starter who loves to take initiative
– You’re enthusiastic, energetic, personable, positive and adaptable
– Show up with a growth mindset; desire to grow, develop and unleash your leadership potential
– You’re a true team player and also have the ability to work autonomously
– Display a professionalism in your attitude, workflow prioritisation and ability to meet deadlines
– You love handling a variety of different projects at the same time and can remain nimble
– You’re a values driven, resilient and honest person
– Strong ability to perform under pressure and meet deadlines
– Passionate about being part of a team working together to support and strengthen the NSW & ACT Jewish community