Title: Senior Specialist, Business Process Strategy and Solutions

Job Family/Level: Marketing / Senior Specialist

Reports to: Manager, Business Services

FLSA status: Exempt

Employment Type: Regular

Revised Date: October 2023

Major Function

The Business Services Senior Specialist is a dynamic position that oversees and improves WWF’s corporate fundraising functions, processes, workflows, reporting, analyses, and online resources. The Senior Specialist is responsible for monitoring and evaluating the efficiency and integrity of established corporate engagement fundraising functions, processes, and workflows, and proposing/developing improvement strategies and implementing them. This role regularly produces fundraising reports and analyses, conducts data quality audits, and develops process documentation and online resources.

Key Responsibilities

Oversee the core functions of the Business Services Team, to optimize process and workflow efficiency, reduce staff errors, and improve production quality. Ensure all core BZS functions are performed in a timely manner with extraordinary attention to detail, respect for deadlines, strict adherence to business rules and protocols, and high quality standards. Core functions include reviewing and executing corporate revenue agreements, processing pledges and gifts, invoicing, writing personalized gift acknowledgments, maintaining a database of corporate major giving opportunities, and designing and producing fundraising reports and analyses. Identify, develop, implement, and manage process and workflow improvements. Develop and socialize business process documentation. Oversee entry and audit of corporate pledges and gifts. Oversee the maintenance of and upgrades to the Business Services Intranet/internal sites as well as online resources. Serve as internal expert and engineer for various online data systems for information collection, audit, and migration across multiple systems and processes. Design and engineer a semi-automated workflow system. Maintain awareness of corporate prospect management activities and engage as appropriate. Lead the maintenance and expansion of Private Sector Engagement’s (PSE) information and records within WWF’s constituent relationship management (CRM) system. Oversee the training and onboarding of new PSE staff to WWF’s fundraising systems, business processes, and protocols. Performs other duties as assigned.

Skills and Abilities

• A bachelor’s degree or equivalent is required. Position requires a minimum of 6 years of professional work experience, preferably in a non-profit environment.
• In-depth knowledge of fundraising processes.
• Highly skilled at process and workflow engineering with proven ability to improve process efficiency and streamline workflows; simultaneously reducing production time, improving production quality, and eliminating redundancy in the end-user experience.
• Advanced proficiency in data collection, organization, dissemination, and audit.
• Advanced knowledge of CRM systems.

Highly organized with extraordinary attention to detail.

• Extremely pro-active with excellent analytical and trouble shooting skills.
• Exceptional written and verbal communication skills.
• Demonstrated report- and procedure-writing skills.
• Ability to coordinate across multiple teams and business units.
• Advanced Microsoft Excel proficiency.
• Microsoft forms proficiency preferred.
• SharePoint proficiency preferred.
• Committed to building and strengthening a culture of inclusion within and across teams.
• Identifies and aligns with WWF’s core values: Courage, Integrity, Respect, and Collaboration:
  • Demonstrates courage by speaking up even when it is difficult, or unpopular.
  • Builds trust with colleagues by acting with integrity, owning mistakes, and holding oneself accountable.
  • Welcomes other points of view and ideas, recognizing and embracing different and contrary perspectives with kindness, curiosity, and encouragement.
  • Makes conscious efforts to promote cooperative practices, behaviors, and ways of working across many groups and individuals.

Oversee the core functions of the Business Services Team, to optimize process and workflow efficiency, reduce staff errors, and improve production quality. Ensure all core BZS functions are performed in a timely manner with extraordinary attention to detail, respect for deadlines, strict adherence to business rules and protocols, and high quality standards. Core functions include reviewing and executing corporate revenue agreements, processing pledges and gifts, invoicing, writing personalized gift acknowledgments, maintaining a database of corporate major giving opportunities, and designing and producing fundraising reports and analyses. Identify, develop, implement, and manage process and workflow improvements. Develop and socialize business process documentation. Oversee entry and audit of corporate pledges and gifts. Oversee the maintenance of and upgrades to the Business Services Intranet/internal sites as well as online resources. Serve as internal expert and engineer for various online data systems for information collection, audit, and migration across multiple systems and processes. Design and engineer a semi-automated workflow system. Maintain awareness of corporate prospect management activities and engage as appropriate. Lead the maintenance and expansion of Private Sector Engagement’s (PSE) information and records within WWF’s constituent relationship management (CRM) system. Oversee the training and onboarding of new PSE staff to WWF’s fundraising systems, business processes, and protocols. Performs other duties as assigned.

• A bachelor’s degree or equivalent is required.
• Position requires a minimum of 5+ years of professional work experience in data collection, organization, dissemination, and audit; preferably in a non-profit environment.
  • MUST have advanced Excel skills (i.e. export and design reports
• Highly skilled at process and workflow engineering with proven ability to improve process efficiency and streamline workflows
  • simultaneously reducing production time, improving production quality, and eliminating redundancy in the end-user experience
• In-depth knowledge of fundraising processes and knowledge of CRM systems is a plus
• POWER BI would be ideal and building Microsoft forms is ideal as well

Highly organized with extraordinary attention to detail.

• Extremely pro-active with excellent analytical and trouble shooting skills.
• Exceptional written and verbal communication skills.
• Demonstrated report- and procedure-writing skills.
• Ability to coordinate across multiple teams and business units.
• SharePoint proficiency preferred.
• Committed to building and strengthening a culture of inclusion within and across teams.
• Identifies and aligns with WWF’s core values:
  • COURAGE – We demonstrate courage through our actions, we work for change where it’s needed, and we inspire people and institutions to tackle the greatest threats to nature and the future of the planet, which is our home.
  • INTEGRITY – We live the principles we call on others to meet. We act with integrity, accountability and transparency, and we rely on facts and science to guide us and to ensure that we learn and evolve.
  • RESPECT – We honor the voices and knowledge of people and communities that we serve, and we work to secure their rights to a sustainable future.
  • COLLABORATION – We deliver impact at the scale of the challenges we face through the power of collective action and innovation.

WWF is committed to maintaining a safe and healthy workplace and requires all US-based staff to be fully vaccinated for COVID-19. WWF will consider requests for accommodation from the vaccine requirement based on disability, medical contraindication, sincerely held religious belief, or any other category protected by federal, state, or local law.

To Apply:

• Submit cover letter and resume through our Careers Page, Requisition #24054
• Due to the high volume of applications we are not able to respond to inquiries via phone

As an EOE/AA employer, WWF will not discriminate in its employment practices due to an applicant’s race, color, religion, sex, national origin, age, marital status, genetic information, sexual orientation, gender identity and expression, disability, or protected Veteran status. WWF values diversity and inclusion and welcomes diverse candidates to apply.