iMentor Benefits Overview

Owns iMentor’s fundraising systems, Salesforce data quality, analytics, dashboards, forecasting, grants data, and reporting processes. The role coordinates impact data for proposals and donor communications, manages fundraising technology vendors and renewals, supports campaigns and events, conducts prospect research, and identifies automation and AI improvements. It partners across Development, Finance, Organizational Learning, and Program Impact while ensuring accurate records, timely grant deliverables, and reliable executive and board reporting.

Manages general ledger activities, month-end and year-end close, account reconciliations, journal entries, fixed assets, grants, accounts payable, corporate card expenses, and audit documentation. Ensures compliance with GAAP, nonprofit accounting standards, and internal policies while supporting accurate financial reporting across regions and departments. Provides finance process guidance to employees and maintains records in Sage Intacct.

Own Salesforce administration, data integrity, access controls, integrations, reconciliation checks, deduplication, imports, and troubleshooting across a large nonprofit org. Administer NPSP and donation data, support SOC 2 evidence, manage releases, resolve ticketed requests, train staff, and document configurations. Diagnose integration failures using logs and improve data quality, security, and self-service capabilities. The role also supports responsible daily use of AI tools such as Claude.