Back to jobs
New

Team Lead, Advancement Services

New York

Thanks for your interest in Success Academy! Running the largest, fastest-growing, and highest-performing network of public charter schools in New York City takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We would love to welcome you to our community! We work tirelessly every day to ensure each child in NYC has access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through the doors of one of our 57 schools in NYC a fair shot at reaching his or her potential.

Reporting to the Head of External Relations and serving as Team Lead, Advancement Services within the Advancement department, this position helps to advance the mission of Success Academy Charter Schools (SA) by providing leadership and management/oversight of critical Advancement services and operations functions, including but not limited to effective database administration (and related reporting and data analysis); other supportive technologies for the department; portfolio management and reporting (including prospect coordination, opportunities forecasting, and productivity reporting), prospect research and wealth screening; and gift documentation, processing, and receipting; and oversight of other operational and administrative functions and personnel. The position works closely with Advancement leadership to provide the requisite data, reporting, and platform services that support fundraising and donor engagement goals and objectives – all with the goal of significantly increasing philanthropic revenues in support of SA’s ambitious goals for operational, programmatic, and capital purposes.  

The position also leads and advises on portfolio optimization across the Development team by building and managing donor pipelines and creating systems that leverage direct response, special events, and mid-level, major, and principal gift activity and data. In concert with the CAO and Heads, the position is responsible for the continued refinement, implementation, and enforcement of prospect research and portfolio management systems, policies, and procedures. 

The Team Lead, Advancement Services, is a proactive, confident self-starter that thrives in a fast-paced, entrepreneurial environment that values results. Success in this role will require the following qualities:

  • Self-motivated, self-sufficient, and driven to lead and collaborate with others to achieve success and deliver excellence;

  • Detail-oriented and analytical;

  • Strategic, proactive, and forward thinking;

  • Persuasive, outgoing, and confident with exceptional communication skills. 

  • Possesses the highest standards of personal and professional integrity; and

  • Adheres to and promotes SA’s mission, culture, and strategic priorities.

Key responsibilities include

Database Administration, Reporting, and Training

  • Serves as the senior administrator of the Advancement database, leading efforts to optimize and improve functionality, usage, and documentation of all policies and procedures. 

  • Leads maintenance and administration of fundraising database of 20,000+ constituent records. 

  • Establishes and enforces data hygiene standards and protocols to guarantee consistent and standardized data entry and output and advises on best practices to support Advancement business needs and optimal utilization of database functionalities. Routinely audits database and adjusts policies when appropriate. 

  • Produces and/or delegates routine and special reports that enable forecasting, revenue reporting, portfolios, and performance/productivity metrics across the team (e.g., moves management, proposals, etc.).

  • Executes or oversees execution of queries and exports from database and generates standardized reports for team to use for data analysis in support fundraising goals, events, communications, stewardship, and other planning and decision-making.

  • Collaborates with leadership and across the department  to identify and prioritize database (and reporting) enhancements and implements accordingly.

  • Develops and annually maintains documentation related to database processes, procedures, and workflows, including onboarding and ongoing training for the Advancement team.

  • Serves as primary contact for other software and tools used by Advancement team, including online giving platform, import and reporting tools, matching gifts software, prospect research tools, and wealth screening, including serving as the liaison to vendors and/or consultants. Manages related subscriptions, contracts, and renewals.

  • Expands the skills and knowledge of team members regarding optimal use of database through training sessions and workshops to both onboard new team members and keep current staff up-to-date on procedures.

  • Liaises with IT and Finance teams as needed to ensure effective inter-departmental collaboration and communication regarding data, accurate gift and pledge reporting, and technology integration.

  • Stays up-to-date on trends in fundraising technology to inform database management and improved utilization.

Prospect Research and Portfolio Optimization

  • Serves as the lead for prospect research and portfolio management efforts for the Development team (individual and institutional); designs and implements short- and long-term strategic plans with Head of Development, as well as systems and processes to optimize prospect research and portfolio management practices that align with fundraising goals. 

  • With guidance from the CAO and Head of Development, works with teams and one-on-one with primary relationship managers (PRMs) to refine portfolios, develop and document prospect plans (opportunities), and helps to ensure portfolios have the prospects needed to maximize fundraising potential and meet goals. In consultation with CAO and Head, recommends individual and institutional prospects for assignment.

  • Regularly collaborates with CAO and Heads on revenue forecasting and produces supporting reports and analysis.  

  • Works closely with Project Manager, Principal Gifts, and others to contribute to preparation of effective donor briefings for CEO/CAO for meetings, events, and/or solicitations. 

  • Develops and maintains custom dashboards and data visualizations to track progress against goals, fundraiser performance metrics, and other KPIs.

  • Conducts ad hoc analysis to support fundraising campaigns and events.

  • Oversees use of prospect research software including iWave and Blackbaud Giving Search and assists team members with effective use and interpretation of data.

  • Oversees relationships with prospect research vendor(s) and other vendors/consultants; establishes processes and workflows for managing and prioritizing prospect research queue and subsequent qualification.

  • Ensures compliance with ethical guidelines and regulations concerning donor privacy.

  • Stays current on industry-wide best practices and trends in research and prospect management. 

Advancement Services Administration

  • Leads and provides oversight for timely and accurate gift administration, including: entry in database and receipting, pledges, pledge reporting, reminders/invoicing, and pledge fulfillment; yearly summaries for recurring gift donors; revenue reconciliation with Finance and auditors; recording/filing gift agreements; management of Advancement Services-related contracts/subscriptions. 

  • Oversees preparation of necessary data files to support preparation of gift receipt letters and appropriate acknowledgements.

  • Oversees accurate and timely updates to constituent records, with attention to detail and consistent with strong data hygiene practices.

  • Collaborates with others on stewardship reporting and other communications for select donors.

  • Works with CAO to produce quarterly philanthropy reports for board meetings.

  • Assists the Advancement Team with special projects, especially those related to data and analytics, as well as staffing select Advancement events and other administrative projects/tasks. 

  • Serves as back-up for Advancement Services Associates.

  • Other duties may be assigned from time to time.

  • Occasional evening and weekend work required to meet critical deadlines.

Qualifications

Education (Minimum Needed and Type of Degree Needed)

  • Minimum Required: Bachelor’s Degree

  • Preferred: Advanced degree. CFRE or other specialized certification/designation is beneficial.

Work Experience (Minimum Needed) 

  • Minimum Required: 5-7 years of experience with Advancement Services, including database administration, data management and  reporting, specifically experience working with Raiser’s Edge (or similar CRM systems); as well as prospect research and portfolio coordination/optimization. Previous supervisory experience strongly preferred.

Specialized Knowledge Needed for Performance of Job 

  • Expert knowledge of Raiser’s Edge or similar donor/CRM database applications and reporting tools.

  • Knowledge of fundraising processes and terminology; strong grasp of database management principles and best practices 

  • Understanding of IRS policies of recognizing charitable contributions, including receipting.

Skills (e.g. Level of Judgment Required, Ability to Direct, Work Independently, Multi-Task, etc.) 

  • Ability to think strategically and contextually, and to anticipate the needs and expectations of manager and executives.

  • Ability to manage competing priorities and multiple, concurrent tasks, exhibit flexibility, and meet deadlines.

  • Ability to analyze and present data effectively, make decisions, and align efforts with priorities and opportunities.

  • Acts with tact and discretion, respecting confidentiality and proprietary information.

Special Skills (Technical or Advanced) 

  • Proficient with RE NXT or similar CRM systems, MSOffice (and/or Google suite), and Internet required. 

  • Advanced Raiser’s Edge certification preferred 

  • Knowledge of relevant prospect research and analytical tools beneficial.

Other (Communication Skills, Mechanical Aptitude, Math Skills, Learning Skills, or Other Specific Skills Required) 

  • Superb verbal, written, and interpersonal communication skills.

  • Possesses a passion for the mission of SA and engages constituents with same passion.

  • Ability to travel locally, occasionally work after hours and on weekends.

Exact compensation may vary based on skills and experience.

Compensation Range

$115,000 - $150,000 USD

Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth.

Privacy Policy:

By providing your phone number, you consent to receive text message updates from Success Academy regarding your application.  Reply STOP to unsubscribe. View our Privacy Policy.

Current Success Academies Employees:

Please apply through the Internal Job Board via Greenhouse. 

You will be asked to log in through your Okta Profile.

We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world. Success Academy offers a full benefits program and opportunities for professional growth. Learn more about our philosophy, benefits, and team at our Working Here page.

Success Academy Charter Schools does not offer employment-based immigration sponsorship.

Create a Job Alert

Interested in building your career at Success Academy Charter School? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Success Academy Charter School’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.