Leads operational tasks related to large scale telemarketing and SMS programs, including data imports and exports, gift files, and audience criteria selection.
Liaises internally with cross-functional teams including Gift Processing, Finance, and Operations for all third-party vendor data, considerations, and process improvements.
Manages operational tasks related to face-to-face fundraising programs, including inbound gift files, data exports, and resolving data issues with vendors.
Provides strategic recommendations to external vendors to optimize telemarketing, SMS, and direct mail programs based on consolidated vendor reports and regular call review to improve processes, manage data, and ensure brand alignment.
Supports in reviewing purchase orders and budget allocation for relevant programs at fiscal start to ensure layout is optimized.
Supports on direct mail and multichannel campaigns including audience criteria, segment and live review, and template and gift matrix updates in line with campaign plans.
Works with Donor Experience Representatives to establish processes and ensure donor complaints, and vendor identified issues and feedback are responded to promptly with the appropriate channel and message; providing information as required.
Collaborates with the Operations team on developing, maintaining, and distributing reports and dashboards that analyze performance of campaigns, segments and products.
Creates and maintain a shared repository of key marketing processes, reports, and analyses. Responsible for file and folder naming conventions, creating new folders for the fiscal start, file purges, and encryptions; keeping the rest of the team aware and fresh on processes.
Manages fulfillment and stock of marketing collateral for the greater marketing team.
Oversees Marketing Operations Brief creation, support, review and distribution to ensure key stakeholders are aware of upcoming campaigns, and their action items.
Manages cross-functional projects and tasks within Direct & Digital Fundraising team that recur quarterly or annually to ensure the team is up to date and working effectively. Document and update key team processes.
Works with the Senior Manager, Direct & Digital Fundraising and Manager, Marketing Insights & Analytics on special projects as assigned.
