What are the responsibilities and job description for the Data Specialist - DickersonBakker Fundraising Solutions position at Dickerson Bakker?
Company Profile: Headquartered in Raleigh, NC, Dickerson, Bakker & Associates has been providing professional fundraising services to nonprofit clients for over 40 years. We have served over a thousand nonprofits across the USA as well as in Canada and several countries overseas. Our Fundraising Solutions division offers a full spectrum of direct response fundraising and marketing services to help our clients grow and improve their major gift fundraising effectiveness, and thereby, achieving transformational mission impact.
This position offers a dynamic work environment with opportunities to enhance data processes, optimize reporting workflows, and contribute to the company's overall efficiency. If you are passionate about data management and process optimization, we encourage you to apply!
THE DickersonBakker BRAND PROMISE
Our Purpose
We aim to provide the best possible platform for exceptionally talented people to perform their
life’s best work by helping nonprofits make a greater impact in their respective areas of
passion.
OUR CORE VALUES
Committed to Partnership
We are passionate about what our clients do and seek authentic personal connections with
each. For us, it’s all about mission and service, not a “flash and dash” sales pitch. We will never
sell a bill of goods and then hardly show up when the real work starts. When we engage you as
a client, we commit to being there every step of the way, shoulder to shoulder with you until
the job is done. We do what we say we’re going to do, and usually even more.
Fueled by Faith
Our faith is what fuels our passion to do what we do. Even though we do not exclusively serve
faith-based organizations, each member of our team possesses a sense of Christian calling to
service. Much of how we approach our work is founded on Biblical principles of stewardship.
And since we take our faith seriously, you can count on us to serve with integrity and be held
accountable for everything we promise.
You are Unique
Your organization and situation are unique. So you need real solutions, not a cookie-cutter
program. We are committed to working with you to design individualized services that fit your
own set of organizational needs, circumstances, and budget.
Experience Matters
Each member of our team has a proven track record of achieving real success in what clients
hire us to help them do. Because at the end of the day, it’s not about being the smartest person
in the room – it’s about knowing how to get things done. At the same time, while we take our
work seriously, we try not to take ourselves too seriously. We love what we do and gain joy
from doing it.
Measurable Results
We are committed to achieving measurable results with each of our clients. You are making a
big investment, and you need to see a real return. We understand that. For most nonprofits,
money is always in short supply. But when dealing with complex situations, real change isn’t
easy, and it doesn’t come cheap, especially when bringing a depth and breadth of experience to
bear, as we do. Fortunately, most of our clients have plenty of latent opportunity bottled up
just waiting to be released and will usually see a net positive return on investment within the
first year of service.
Job Summary:
DickersonBakker is seeking a highly skilled and detail-oriented Data Specialist to manage and optimize our data processes. The Data Specialist will be primarily focused on working with client-level data, responsible for assessing data feasibility, onboarding data, maintaining data integrity, generating reports with a secondary focus on assisting with internally related data, and reporting. This role requires strong analytical skills, technical proficiency, and the ability to communicate with both technical and non-technical stakeholders.Key Responsibilities:
Client Data Support: (~80-85%)
Feasibility & Data Onboarding
- Conduct feasibility assessments and data onboarding.
- Work with clients to obtain and clean data as necessary.
- Perform quality control (QC) to ensure data accuracy and usability.
- Load data and build tables for reporting and analysis.
- Generate donor lists and DonorSearch exports as required.
- Upload and process data in DonorSearch, import results, and rerun donor list reports.
- Ensure reports meet requirements and upload to Power BI (PBI) workspace.
- Provide access and notify stakeholders when reports are ready.
Production Work
- Review project design write-ups to determine data needs.
- Examine workbooks for appeal codes, ask tables, and select specifics.
- Modify and build queries to align with mailing requirements.
- Run mailings and QC files before review by account & production teams.
- Address any issues if a mailing is denied; finalize and upload approved mail files.
- Develop segment/appeal count reports and prepare results files.
- Identify opportunities for process optimization and standardization.
DonorSearch Work
- Manage DonorSearch (DS) requests and file reviews.
- Request client-approved quotes for DS services.
- Upload client files to DonorSearch and map additional details.
- Retrieve and upload completed DS reports for review.
Client Data Refreshing
- Download reports from various sources (Drive, Salesforce, Email).
- Execute client data load processes and rebuild core tables.
- Refresh Power BI reports and set up automation where applicable.
- Continuously optimize and standardize data refresh procedures.
Receipting
- Refresh data and run mailfile queries for receipt generation.
- Export writeback and mail files and send notifications.
Reporting
- Respond to frequent report requests from the account team.
Internal Data Support (~15-20%)
Develop workbooks and dashboards to track company KPIs.
Assess and document data requirements based on business needs.
Create, test, and refine requested reports and dashboards with requester.
Continuously seek opportunities to improve reporting processes.
Qualifications:
- Experience with programming languages and databases.
- Required: T-SQL proficiency.
- Bonus: Experience with DAX & R.
- Strong knowledge of ETL (Extraction, Transformation, and Loading) processes.
- Technical proficiency with a strong problem-solving mindset.
- Experience optimizing queries and data workflows.
- Commitment to data integrity and quality assurance.
- Knowledge of Power BI is a plus.
- Ability to effectively communicate with both technical and non-technical stakeholders.
- Strong collaboration skills and attention to detail.
- Excellent time management and organizational skills.
THE DickersonBakker BRAND PROMISE
Our Purpose
We aim to provide the best possible platform for exceptionally talented people to perform their
life’s best work by helping nonprofits make a greater impact in their respective areas of
passion.
OUR CORE VALUES
Committed to Partnership
We are passionate about what our clients do and seek authentic personal connections with
each. For us, it’s all about mission and service, not a “flash and dash” sales pitch. We will never
sell a bill of goods and then hardly show up when the real work starts. When we engage you as
a client, we commit to being there every step of the way, shoulder to shoulder with you until
the job is done. We do what we say we’re going to do, and usually even more.
Fueled by Faith
Our faith is what fuels our passion to do what we do. Even though we do not exclusively serve
faith-based organizations, each member of our team possesses a sense of Christian calling to
service. Much of how we approach our work is founded on Biblical principles of stewardship.
And since we take our faith seriously, you can count on us to serve with integrity and be held
accountable for everything we promise.
You are Unique
Your organization and situation are unique. So you need real solutions, not a cookie-cutter
program. We are committed to working with you to design individualized services that fit your
own set of organizational needs, circumstances, and budget.
Experience Matters
Each member of our team has a proven track record of achieving real success in what clients
hire us to help them do. Because at the end of the day, it’s not about being the smartest person
in the room – it’s about knowing how to get things done. At the same time, while we take our
work seriously, we try not to take ourselves too seriously. We love what we do and gain joy
from doing it.
Measurable Results
We are committed to achieving measurable results with each of our clients. You are making a
big investment, and you need to see a real return. We understand that. For most nonprofits,
money is always in short supply. But when dealing with complex situations, real change isn’t
easy, and it doesn’t come cheap, especially when bringing a depth and breadth of experience to
bear, as we do. Fortunately, most of our clients have plenty of latent opportunity bottled up
just waiting to be released and will usually see a net positive return on investment within the
first year of service.
Salary : $60,000 - $70,000
