Coordinator, Development Services

Heart & Stroke

1d•Hybrid

About The Position

The Coordinator, Development Services, plays a crucial role in helping to achieve the organization’s development fundraising goals and objectives through a wide range of cross-functional and administrative responsibilities that support operational and fundraising activities. This position is responsible for administering donor and prospect data management, maintaining data quality and integrity, supporting pipeline and portfolio management, reporting, championing development processes, and ensuring accurate tracking of cultivation and stewardship activity within CRM systems.

Requirements

Post-secondary education in a related field or relevant experience in a similar role
3+ years working within a major gift environment and supporting all stages of the donor lifecycle
Strong understanding of donor and prospect data and databases
Ability to manage multiple projects at once and produce high-quality work under tight deadlines while maintaining strong attention to detail
Curiosity, resourcefulness and adaptability
Superior organizational, project management and resource management skills
Knowledge of prospect research tools and databases such as iWave, CharityCan, Grant Connect, or similar platforms.
Ability to work in a multi-layered, complex, results-oriented institution with multiple internal and external stakeholders.
A professional and responsive client-service approach
Self-motivated, with sound judgement and ethical decision-making skills
An ingrained curiosity with an innovative streak; ability to acquire inside expertise without losing outside point of view, have new ideas and be willing to try new things
A dedicated team work ethic
Comfort using AI-enabled productivity tools and emerging technologies
Mastery of various Microsoft Office applications including Excel, Word, PowerPoint, SharePoint, and Outlook.
Appreciation and understanding of AFP, CAGP, APRA Code of Ethics, Donor Bill of Rights

Responsibilities

Maintain accurate donor and prospect records and data integrity (including adding, updating, merging and cleanup of records) in the donor database
Acts as a central resource and primary coordinator for donor and prospect information in the database, ensuring data quality, process compliance, and adherence to development standards like promoting the adoption of best practices
Liaises and collaborates with the CRM team, regional development teams and fundraising support staff to optimize CRM usage and resolve data related issues
Proactively establishes and manages documentation related to CRM processes, training and data standards and trains staff on how to access and use resources
Coordinates CRM onboarding and process training activities, develops supporting resources, and identifies ongoing training needs across development teams
Supports the Senior Manager with data requests ensuring data integrity and accuracy, alignment with fundraising priorities, opportunities, and reporting needs
Manages the intake and triage of work requests to ensure completeness of information, assignment of work and alignment with established development processes
Conducts prospect identification, qualification, and research, using internal and external information sources (e.g., iWave, CharityCan, Grant Connect) to support fundraising priorities
Completes special prospect research requests and projects to support donor development and fundraising activities
Maintains donor and prospect records, including research summaries, ratings, relationship tracking, and other relevant information in CRM and related information management systems
Maintains prospect pipelines and portfolio information aligned with fundraising priorities
Prepares prospect research snapshots, prospect profiles, briefing materials, and other research products to support donor development and fundraising activities
Maintains and enhances standard and ad hoc fundraising reports, dashboards, and reporting infrastructure to support fundraising performance monitoring, pipeline management, portfolio planning, and decision-making
Coordinates donor and prospect information to support cultivation and stewardship events including pulling targeted donor lists from CRM, attendee briefings/event bios to ensure key relationship managers know who to connect with at the events
Leads and overseas the management of events in CRM to ensure fundraising support team members are tracking cultivation events and cultivation or stewardship mailings in CRM
Leads and ensures the seamless collection and coordination of information for prospect and donor advancement purposes and cultivation events