DEVELOPMENT DATA & LOGISTICS COORDINATOR

POSITION SUMMARY

Philharmonia Baroque Orchestra & Chorale

(Philharmonia) seeks a highly organized, collaborative, and strategic data specialist

with strong project and people management skills to join its Development Team.

This person in this role will manage the logistics of Philharmonia’s Patron Manager

database, donor acknowledgement process, and will participate actively in

supporting development initiatives, campaigns and  event planning. The role will support and work

collaboratively with the development team including committees and Board of

Directors in realizing development goals and objectives. 

Location: Hybrid (Union Square office in San Francisco and remote)

Type: Full time. Includes being present at weekend and evening events

and concerts.

Reports to: Director of Development

Salary: $33.65/hr, Non-exempt

DATA RESPONSIBILITIES     

• Manage Philharmonia’s PatronManager database ensuring a high level of accuracy and consistency in data entry.
• Build and update PatronManager reports that accurately reflect current contributed

revenue status and offer insight into giving trends to support increased giving.

• Ensure accuracy, consistency, and timely sharing of information with Finance Team and Office

Coordinator related to reconciliation of PatronManager with accounting software,

daily gift logs, and other gift tracking sources.

• Produce financial reports from PatronManager related to annual financial audit

requirements.

• Track gift status and proactively follow up on outstanding contributed revenue pledges,

gifts of stock, bequests, etc. and provide information to Finance Team to ensure

accurate cash flow projections.

• Work in close collaboration with Office Coordinator on shared development & administrative tasks.
• Collaborate with the Director of Development to build campaigns in PatronManager that accurately represent Philharmonia’s fundraising and relationship management efforts and support comprehensive reporting.     
• Ensure utilization of campaigns, coding, data entry, and reporting are consistent

across all departments.

• Document appropriate data entry protocols, offering recommendations for process

improvement where appropriate.

• Guide development team members and appropriate Philharmonia staff in learning basic

data entry protocols.

ACKNOWLEDGMENT RESPONSIBILITIES

• Produce timely, accurate donor acknowledgement letters, updating acknowledgement language as appropriate.
• Manage donor benefit fulfillment for both individual and institutional donors.
• Produce reports and materials to support board acknowledgement of their donor portfolios.
• Collaborate with Director of Development on additional acknowledgment initiatives including phone calls, emails, events, and other opportunities to actively engage and thank donors.
• Maintain digital and hard copy individual and institutional donor files.

EVENT & CONCERT LOGISTICS RESPONSIBILITIES

•  Support planning and logistics of special events, in coordination with Director of

Development, including managing venue and vendor relationships, invitation

lists, and guest responses.

• Attend events in a supporting role including guest check in and seating, technical logistics,

and problem-solving, while ensuring a positive guest experience.

• Act as point person in the coordination of special events and Board mandated or Development Committee activities and initiatives.

IDEAL QUALIFICATIONS

• Two (2) or more years of project management experience in a complex work

environment with responsibility for multiple projects.

• High attention to accuracy and detail with excellent follow-up skills.
• Experience tracking fundraising or other campaigns and analyzing and reporting on outcomes.
•   Competence with PatronManager or other CRM systems.
• Administrator certification in PatronManager strongly preferred. 
• Background in professional software and office administration, including mail merges.
• Excellent customer service and relationship management skills.
• Interest in Baroque music.
• Strong written and oral communication skills and experience.     
• Collaborative, results-driven approach.

Note: This is a list of ideal skills and qualifications, and we are aware that candidates may

gain their experience in a variety of different ways and that candidates

may not possess all of these skills. If you feel your experience is a good fit for Philharmonia, we encourage you to apply.