Development Data Manager

Description

Founded in 1967, The Overlake School is an independent, nonsectarian, coeducational, college preparatory day school. Each Overlake community member is committed to the school's mission: The Overlake School champions students and their vast potential through engaging educational experiences in a diverse and inclusive community. Students are valued as multifaceted individuals and graduate with a passion for learning, ready for any path that contributes to a better world. 

The Overlake School is committed to diversity and does not discriminate on the basis of race, religion, national or ethnic origin, socio-economic status, gender, sexual orientation, or disability in the administration of its educational policies, financial aid, employment, and other school-administered programs. Our school is committed to the strategic goals of developing our collective capacity in areas of well-being for all, the attraction and retention of talented and qualified educators, integration of diversity, equity & inclusion into the life of our school, and defining our institutional identity. 

Position Overview 

The Development Data Manager is a key member of the Development Department at The Overlake School, supporting fundraising and engagement efforts through expert management of the school’s donor database, Veracross. This role oversees all gift processing, constituent recordkeeping, donor engagement tracking, and reporting. As the department's data lead, this position also supports campaign strategy through data analysis and serves as a liaison to other departments to ensure data integrity school-wide. 

Additionally, this role supports event planning, outreach, and meetings; manages Development portals and platforms; and partners on stewardship and prospect research. The ideal candidate is detail-oriented, technology-savvy, collaborative, and aligned with Overlake’s mission to champion student potential and values of compassion, curiosity, inclusion and equity, integrity, and mutual respect. 

Key Responsibilities 

• Serve as Development’s data lead across all fundraising campaigns and engagement efforts 
• Promptly and accurately enter pledges and gifts, including corporate matching gifts, stock gifts, and wire transfers; serve as primary department contact for gift inquiries and donor questions, including planned giving requests 
• Generate timely donor acknowledgment letters, pledge reminders, and related communications 
• Reconcile gift records with the Business Office and prepare monthly and year-end reports 
• Maintain up-to-date constituent records and oversee Veracross Development/Solicitor portals; enter solicitor assignments, segments, opportunities, notes, target ask amounts, etc. 
• Track and manage donor engagement via moves management in Veracross 
• Create and analyze data queries and reports to support fundraising goals and strategy 
• Conduct prospect research and manage wealth screening with platforms such as DonorSearch; prepare donor prospect profiles
• Generate and ensure accurate donor recognition in reports, campaigns, and communications 
• Prepare campaign progress reports for the Director of Development, board committees, school leadership, and volunteers 
• Support segmented outreach for mailings and email communications; coordinate with Marketing and Communications as needed 
• Assist with the planning and execution of, as well as attend, signature events such as Owls Night Out, the All-School BBQ, and All-Class Reunion; support all department events with registrations, nametags, RSVPs, calendar and resource reservations, and follow-up 
• Utilize and manage tools such as Greater Giving, Square, and DonorSearch for event and donation tracking; ensure integration with Veracross 
• Maintain alumni data integrity and portal access in collaboration with the Alumni Program 
• Support department meetings as requested via Veracross calendar, resource reservations, and invitations as needed 
• Manage Development documentation, training materials, and process improvements 
• Coordinate with state and national systems regarding fundraising compliance (e.g., gambling license, out-of-state solicitations) 

Community and Collaboration 

• Actively support the mission, vision, and values of The Overlake School, including a commitment to diversity, equity, and inclusion 
• Participate in the life of the school through key events, meetings, and committees 
• Serve on the school’s Data Leaders Team and Power Calendar User group to align data practices 
• Collaborate closely with the Information Literacy and Technology Team to modernize data systems, including application of AI tools to workflows 
• Mentor interns and colleagues on Development data tools and practices 
• Contribute to a positive team culture and shared responsibility for Development goals; operate with a “team first” attitude 

Requirements

Desired Education and Experience 

• Bachelor’s degree or equivalent experience 
• Two years of experience in nonprofit advancement or fundraising 
• Experience with Veracross or similar donor database system 
• Familiarity with independent school settings is a plus 

Desired Skills and Abilities 

• Strong proficiency with Microsoft Office Suite and database platforms 
• Ability to manage complex data systems and perform mail merges and exports 
• Excellent organizational, project management, and communication skills 
• Detail-oriented with strong analytical thinking 
• Comfortable learning new technologies and exploring AI tools 
• Ability to maintain confidentiality and handle sensitive information 
• Collaborative, self-starting, and mission-driven 

Physical Requirements 

• Ability to communicate over the phone 
• Ability to sit and use a computer for extended periods (up to 8 hours per day) 
• Ability to lift and move items up to 25 pounds 
• Ability to work occasional evenings and weekends 
• Some local travel for development events may be required 

Click here to view Overlake Benefits 

Equal Employment Opportunity

At The Overlake School, we celebrate diversity as essential to fostering curiosity, compassion, and the full potential of every student and community member. We strive to ensure that every employee feels welcomed and valued for their unique perspectives and contributions. From our hiring practices, performance reviews, raise decisions, and opportunities for promotions, The Overlake School follows consistent and fair practices to ensure all employees and potential employees have an equal opportunity for employment and advancement based on merit, and are not discriminated against because of race, color, religion, national origin, age, sex, veteran status, pregnancy, childbirth, pregnancy-related conditions, disability, gender, gender identity, sexual orientation, or on any other legally protected basis. Our Human Resources department works with employees to make reasonable accommodations for those that require assistance in being able to participate in the interview process or meet the requirements of their position.

Background Check Policy

The Overlake School conducts background checks for employees after the conditional offer of employment is accepted, in compliance with applicable federal, state, and local laws. Candidates will be asked to authorize these screenings and results will be reviewed by a designated HR representative. 

The Overlake School reserves the right to modify this policy at any time without notice.