Fundraising Database Manager

**ABOUT US**

The WHO Foundation (WHOF), launched in May 2020 and headquartered in Geneva, was created as an independent Swiss foundation affiliated with but independent of WHO. Its mission is to mobilize greater private capital and partnership to advance the mission of the World Health Organization (WHO), enabling catalytic impact on the people whose lives rely on WHO’s work and facilitating innovation to maximize the impact of the resources we invest.

The WHO Foundation was therefore created as an independent Swiss foundation affiliated with but independent of WHO to marshal new resources from philanthropists, foundations, businesses, and individuals to support its mission: promote health, keep the world safe, and serve the vulnerable, while protecting the neutrality and independence of WHO as the world’s leading health authority. WHOF is a nexus for unique opportunities in global health, facilitating game-changing opportunities between the private sector and WHO. Our focus is on mobilizing grant income, shared value partnerships, and investment to power WHO’s work.

**PURPOSE**

The Fundraising Database Manager will support the Development team by overseeing and managing fundraising data analytics and reporting management, data systems, and related processes, to ensure alignment with the WHO Foundation’s strategic goals and data driven decision making. Our data analytics and reporting framework is at a foundational stage and requires development from the ground up, including the implementation of meaningful reporting and insights—making this role critical to its success.

**REPORTS TO**

The Fundraising Database Manager will report to the Head of Development Operations at the WHO Foundation.

**KEY RESPONSIBILITIES**

**Data Management**:

- Administer and maintain the integrity of the data inputted into WHO Foundation’s CRM (Salesforce) and ensure fundraising data records are accurate and up-to-date.
- Work closely with the Operations PMO office and the IT manager, which oversees the overall consistency of the information systems architecture to ensure that Salesforce functionality meet the Foundation’s fundraising needs,
- Ensure that Salesforce is utilised effectively to fully meet the Foundation’s needs, as well as identifying areas for further process development.
- Demonstrate the ability to clean, format, and import data into Salesforce, using input obtained from team members across the Foundation in a timely and efficient manner.
- Liaise with the Operations PMO lead and external consultants and suppliers to support integrations with other fundraising platforms or other services when required.
- Regularly review and update existing data management processes and procedures.
- Provide ongoing training and develop training materials for Foundation newcomers and team members on the effective use of Salesforce and other relevant data procedures, ensuring adoption of best practices.
- Work closely with the Prospect Research team to implement a successful Prospect Management System within the CRM
- Manages, troubleshoots, and works to resolve data analysis, reporting and systems issues and complexities as it relates to the Development team or data
- Facilitate discussions between leadership, fundraisers, WHO leadership and other stakeholders to identify needs and develop data structures and a salesforce environment that will support solutions and more effective fundraising.

**Reporting and Insights**:

- Design and maintain a suite of Salesforce dashboards that provide real-time visibility into fundraising performance, pipeline health, and key KPIs.
- Deliver accurate and timely reporting - both regular and ad-hoc - for senior leadership, fundraisers, and operations teams.
- Develop and refine reporting mechanisms that inform the strategic planning of the EMT, Board, WHO colleagues, Development and Operations team.
- Create complex queries and supporter data selections to meet the needs of fundraising, stewardship, and communications functions.
- Implement and manage data hygiene reporting, regularly monitoring database integrity, sharing insights with colleagues, and partnering with them to strengthen data quality across the Foundation.

**Gift Processing**:

- Ensure that the rules defined for cultivation processes are applied consistently by all fundraisers and partner with the Finance team to ensure reconciliation with our financial accounts.
- Work closely with the Legal function to ensure accurate donor research records and due diligence are properly conducted and recorded.
- Conduct quality checks to ensure the Foundation maintains accurate electronic records within the CRM of all gifts made to the Foundation, including the storage of important documents such as gift agreements and due diligence reports (liaising with the Legal team), which pertain to the Foundation’s relationship with our supporters and stakeholders.
- Work with the Ops teams to manage an effective system for tracking overdue/