Associate Vice President of Advancement Systems & Enablement

exceptional opportunity for someone who enjoys connecting people, technology, and data to create organizational excellence and measurable

impact.

Behind every meaningful donor relationship, scholarship awarded, leadership experience delivered, and life changed is a

strong operational foundation. As our Associate Vice President, you will lead the strategy, optimization, and stewardship of the

Foundation's advancement systems, ensuring our technology, processes, and data enable staff and volunteers to work more effectively and make

better-informed decisions.

Working closely with senior leadership and colleagues across the Foundation and Fraternity, you will

oversee our advancement technology ecosystem, serve as the primary administrator of Raiser's Edge NXT, guide data governance and reporting

initiatives, lead systems integrations, and champion a culture that embraces technology and data as strategic assets, not simply

administrative tools.

This position is ideal for an experienced advancement operations or CRM professional who enjoys solving

complex challenges, improving organizational processes, developing reporting and business intelligence, and helping others maximize the

potential of technology. Success in this role requires equal parts strategic vision, technical expertise, collaboration, and a genuine

desire to help colleagues succeed.

We're looking for someone who:

• Enjoys building systems that empower
• people.
• Thrives on turning data into meaningful insights and informed decisions.
• Understands fundraising operations and
• advancement technology.
• Has experience with CRM platforms such as Blackbaud Raiser's Edge NXT, Salesforce and related advancement
• technologies.
• Enjoys training, mentoring, and helping colleagues leverage technology with confidence.
• Is energized by
• continuous improvement and finding smarter ways to support mission-driven work.

At the Phi Kappa Psi Foundation, you will join

a collaborative, mission-focused team dedicated to expanding educational opportunities, strengthening leadership development, advancing

scholarship, and investing in the lifelong success of our members. The systems you build and the processes you improve will directly support

the Foundation's ability to raise, invest, and steward resources that positively impact thousands of students and alumni each year.

BASIC FUNCTION:

The Associate Vice President of Advancement Systems & Enablement is a full-time leadership position

responsible for ensuring the Foundation's people, processes, data, and technology platforms are aligned to advance the organization's

mission and objectives. This role combines both strategic and tactical responsibilities, serving as the steward of the Foundation's

advancement systems while fostering organizational adoption, proficiency, and effective utilization of technology and data.

The

Associate Vice President serves as the operational owner of the systems and tools that support fundraising, donor engagement, scholarship

and grant administration, program delivery, and related organizational functions. The position is responsible for data governance, data

integrity, system optimization, and the management of cross-organizational data relationships and workflows. Working closely with executive

leadership, the role helps evaluate, recommend, and implement technology solutions that enhance organizational effectiveness, improve

decision-making, and support strategic priorities.

Operating within a shared-services technology environment, the Foundation manages

complex fundraising, financial reporting, donor stewardship, scholarship, grantmaking, and programmatic activities. This position serves as

the Foundation's primary liaison for these technology relationships excluding selected systems that rest with the finance team, ensuring

systems integration, data security, information accessibility, and operational continuity. The Associate Vice President also provides

reporting, analytics, and organizational intelligence that enable data-informed decisions while helping staff and volunteers leverage

available tools to maximize performance and mission impact.

RESPONSIBILITIES:

Data Architecture & Systems Strategy

(20%)

• Serves as the strategic architect and administrator of the Foundation's advancement technology
• infrastructure.
• Develops, documents, and implements policies, procedures, and standards governing data management, security,
• accessibility, and system utilization.
• Acts as the primary owner, administrator, and subject matter expert for Raiser's Edge and
• related advancement systems.
• Evaluates emerging technologies, artificial intelligence tools, automation platforms, and predictive
• analytics solutions that improve organizational effectiveness, fundraising performance, and operational efficiency.
• Oversees system
• configuration, optimization, upgrades, integrations, and ongoing maintenance to ensure operational effectiveness.
• Manages the
• Foundation's broader data ecosystem, ensuring systems function cohesively to support fundraising, communication, stewardship, scholarship,
• grantmaking, finance, and operational needs.
• Leads integration efforts and manages relationship between Foundation-managed platforms
• and external systems, including Salesforce, event management platforms, online giving tools, payment processors, marketing automation
• systems, and other third-party applications, including contract oversight, performance evaluation, and strategic planning.
• Develops
• and maintains system documentation, data dictionaries, reports, queries, workflow maps, and governance standards.
• Collaborates with
• internal and external stakeholders to ensure systems align with organizational priorities and strategic objectives.

Data

Integrity, Governance & Operations (40%)

• Oversees the day-to-day integrity, accuracy, completeness, and reliability of the
• Foundation's constituent and donor database.
• Establishes and monitors data quality standards and key performance indicators related
• to database health.
• Leads ongoing data audits, cleanup initiatives, deduplication efforts, and corrective actions to maintain
• accurate records.
• Develops and implements data governance practices that ensure consistency across departments and
• platforms.
• Creates and enforces procedures for data entry, constituent management, coding structures, campaign tracking, and record
• maintenance.
• Collaborates with Finance team to establish and maintain gift processing workflows, policies, and controls that support
• accurate financial and donor records.
• Serves as the primary resource for troubleshooting data-related issues and resolving system
• discrepancies.
• Oversees data imports, exports, migrations, and conversion projects while ensuring data accuracy and
• integrity.
• Partners with advancement, finance, and program staff to ensure accurate reconciliation and reporting of philanthropic
• activity.
• Develops and manages the annual technology and advancement operations budget, including software licensing, vendor
• contracts, consulting services, and future technology investments.
• Leads and maintains the Foundation's digital giving
• infrastructure, including online donation forms, campaign-specific giving pages, event registration platforms, and payment processing
• integrations, ensuring an exceptional donor experience, accurate data capture, and seamless integration with the Foundation's advancement
• systems.
• Maintains appropriate data security controls, user permissions, and access protocols.
• Supports compliance with
• applicable privacy regulations, donor confidentiality requirements, and organizational policies.
• Develops and manages disaster
• recovery and data continuity procedures for advancement systems.
• Develops and manages the annual technology and advancement
• operations budget, including software licensing, vendor contracts, consulting services, and future technology investments.

Data Analysis, Reporting & Business Intelligence (25%)

• Produces timely, accurate, and actionable queries, reports,
• dashboards, and analytics to support organizational decision-making.
• Develops standard and custom reporting tools for fundraising,
• donor engagement, stewardship, scholarships, grants, and operational performance.
• Assists leadership in analyzing data trends,
• identifying opportunities, and evaluating progress toward strategic goals and key performance indicators.
• Creates prospecting,
• pipeline, campaign, participation, retention, and performance reports that inform fundraising strategy.
• Supports board, committee,
• executive, and management reporting needs.
• Identifies patterns and insights within constituent and donor data to improve engagement,
• retention, and fundraising outcomes.
• Collaborates with staff to define reporting requirements and translate business needs into
• meaningful analytical outputs.
• Maintains data visualization tools and dashboards that provide real-time access to critical
• performance metrics.

Advancement Enablement, Training & User Support (15%)

• Serves as the primary trainer,
• coach, and internal consultant for advancement/Foundation systems, tools, and technology platforms.
• Leads onboarding and ongoing
• training for new staff on database procedures, reporting tools, workflows, and technology resources.
• Develops training materials,
• user guides, reference documentation, and best practices for system utilization.
• Empowers fundraising staff to focus on donor
• cultivation, solicitation, stewardship, and relationship management by ensuring systems effectively support their work.
• Enables
• programmatic staff to focus on delivering mission impact through efficient and user-friendly technology solutions.
• Provides
• proactive support and troubleshooting to staff utilizing advancement systems and related technologies.
• Monitors advancements in
• fundraising technology, constituent relationship management systems, business intelligence tools, and related platforms. Proactively
• assesses new features and updates, communicates their relevance to staff, and provides training and guidance that enables teams to leverage
• technology more effectively in support of fundraising, stewardship, program delivery, and organizational goals.
• Identifies
• opportunities to streamline workflows, reduce administrative burden, and increase organizational efficiency.
• Promotes adoption of
• technology solutions and fosters a culture of data-informed decision making across the organization.
• Collaborates with leadership to
• identify future system and reporting needs that support organizational growth and advancement objectives.
• Stays current on industry
• trends, best practices, and emerging technologies related to fundraising operations, constituent relationship management, and business
• intelligence.

INTERNAL RELATIONSHIPS:

Reports to the Chief Advancement Officer. Works closely with the

Chief Financial Officer, Senior Director of Technology and Finance Administrator, as well as with all Foundation and Fraternity staff.

EXTERNAL RELATIONSHIPS:

Has regular contact with the public, vendors, donors, alumni, undergraduates, and friends of Phi

Kappa Psi as appropriate.

QUALIFICATIONS and QUALITIES:

• Bachelor's degree required.
• Minimum of seven (7)
• years of progressively responsible experience in database administration, data governance, advancement operations, CRM management, or
• related technology leadership roles.
• Demonstrated expertise in constituent relationship management (CRM) systems within a nonprofit
• or philanthropic environment, preferably including Blackbaud Raiser's Edge NXT and Salesforce.
• Proven experience leading system
• implementations, conversions, integrations, upgrades, and user adoption initiatives.
• Strong understanding of data architecture,
• database management, data governance, and data quality best practices.
• Demonstrated ability to design, document, implement, and
• continuously improve scalable processes and systems.
• Experience managing and integrating multiple technology platforms to support
• fundraising, stewardship, marketing, finance, and program operations.
• Strong analytical skills with the ability to transform complex
• data into actionable insights, reports, dashboards, and recommendations.
• Exceptional communication and interpersonal skills,
• including the ability to translate technical concepts into practical guidance for non-technical audiences.
• Proven ability to train,
• coach, and support staff in the effective use of technology and data-driven processes.
• Demonstrated ability to work collaboratively
• across departments and build productive relationships with staff, volunteers, consultants, and vendors.
• Strong project management,
• organizational, and prioritization skills with the ability to manage multiple initiatives and deadlines simultaneously.
• High degree
• of accuracy, attention to detail, and commitment to data integrity and operational excellence.
• Ability to identify issues, evaluate
• alternatives, and implement effective solutions in a timely and thoughtful manner.
• Self-motivated and able to work independently
• while contributing effectively as a member of a collaborative team.
• Adaptable and comfortable working in a dynamic environment with
• evolving priorities and technologies.
• Understanding of fundraising operations, donor stewardship, gift processing, and advancement
• services practices preferred.
• Broad knowledge of nonprofit fundraising principles, donor lifecycle management, and constituent
• engagement strategies preferred.
• Demonstrated professionalism, sound judgment, discretion, and commitment to maintaining
• confidentiality.
• Willingness and ability to travel and work occasional evenings and weekends as required.

Preferred

Characteristics

• Intellectual curiosity and a commitment to continuous learning.
• Strong customer-service orientation
• and desire to help others succeed.
• Creative and proactive approach to solving problems and improving processes.
• Positive
• attitude, collaborative spirit, and ability to foster adoption of new technologies and ways of working.
• Sense of humor and
• enthusiasm for advancing the organization's mission.

OTHER DUTIES:

The above statements are intended to describe

the general nature and level of work being performed in this position. They are not to be construed as an exhaustive list of all

responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their

normal responsibilities from time to time. Nothing in this job description restricts management's right to assign or reassign duties and

responsibilities to this job at any time.