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Jobs at The Trust for Public Land

Among all national conservation organizations, only The Trust for Public Land focuses on conserving land for people. We offer challenging and rewarding careers for people who seek to leave a legacy of protected lands. Our staff of more than 300 committed and talented professionals works across the country.

To apply, please email your resume and cover letter to the address listed at the bottom of each job posting. All job postings are current—positions are listed until filled. We strive to make our job postings accessible to all users. If you need assistance completing the application process, please contact us at 415-495-4014 or

Philanthropy Operations Analyst

Location: San Francisco, CA
Date Posted: 08-06-2018
Position Summary : The Philanthropy Operations Analyst reports to the Director of Philanthropy CRM and is responsible for supporting The Trust for Public Land’s database management, donor pipeline development, prospect analytics and end-user support on all Philanthropy information systems. This position requires extensive knowledge of relational
databases and Excel.

Performance Requirements
● Act with integrity, honesty, and knowledge that promote the culture, values, and
mission of The Trust for Public Land.
● Maintain a calm demeanor during periods of high volume or unusual events.
● Anticipate the needs of teammates and colleagues by constantly evaluating those
individuals and the environment for cues.
● Deliver outstanding service to teammates and colleagues.
● Process data and data-centric tasks with a very high standard of quality.
● Approach job functions and teammates with the flexibility to facilitate rapidly adjusting
to address competing priorities.
● Manage many simultaneous competing priorities, prioritize and resolve them to deliver
optimal outcomes.
● Define needs, design solutions, and deliver desirable outcomes in a timely manner.

Required Knowledge, Skills & Abilities
● Adept attention to detail and highly organized.
● Strong interpersonal skills.
● Ability to learn quickly.
● Understand and carry out oral and written instructions and request clarification when
● Capable of working both independently and as part of a team.
● Adapt constructively to rapidly changing dynamics and priorities.
● Pre-hire proficiency required in Microsoft Windows & Office, Google Drive, and Slack.
● Proficiency required, with post-hire training as needed, in ClearView CRM, Crystal
Reports, Jira & Jira Service Desk.

Essential Functions
Philanthropy Operations Helpdesk
● Serve as a secondary system administrator (Jira), trainer, and support strategic
development. Manage and design user interface, forms, and workflows.
● Primary Helpdesk Agent: Assign issues and ensure they are addressed in a timely
manner; liaison between teams, agents, and customers as needed.

CRM User Support and Training
● Tier 1 Application Support (ClearView CRM): Troubleshoots configuration and settings.
● Document, report, and help resolve tier 2 issues.
● New user training and ongoing issue-specific training.
● Help identify needs and strategic use cases for new features and business processes;
document, communicate and help achieve desired outcome with vendor and teammates
- provide support for rollout to users including defining procedures and business rules.

Report and List Development
● Tier 1 Report Requests: includes variations of mail and email lists, gift reports,
prospect/gift attribute reports using Crystal Reports, SQL queries, and Excel.
● Produce data visualizations using Excel, PowerPoint, and various other BI tools.

Database Management
● Manage database integrity and hygiene efforts including duplicate resolution.
● Manage imports for data appends; evaluate and process code table maintenance.
● Occasionally participate in gift processing where additional staffing capacity is needed.

● Minimum of 1 year of experience working with a relational database system.
● Preference for experience:
o with SQL*Plus, Crystal Reports, and Jaspersoft BI
o with a helpdesk/issue tracking system (like Jira)
o in a nonprofit fundraising environment
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