Donor Intelligence & CRM Coordinator

United Way of the Bluegrass Inc•Lexington, KY

4d•$23 - $27

About The Position

The Donor Intelligence & CRM Coordinator supports the organization’s resource development efforts by maintaining accurate donor and prospect information, coordinating day-to-day CRM activities, conducting assigned donor and community research, and preparing reports for development leadership. This position does not engage in direct fundraising or independently establish fundraising, donor-engagement, or organizational strategy. The coordinator organizes and analyzes information to support decisions made by development and executive leadership.

Requirements

Bachelor’s degree in nonprofit management, business, communications, data analytics, or related field preferred; equivalent education and relevant experience will be considered.
2 to 4 years of experience involving CRM or database maintenance, donor or prospect research, development operations, or data analysis.
Strong proficiency in CRM systems (e.g., Salesforce, Raiser's Edge, or similar)
Excellent research and analytical skills
Approaches research with curiosity, initiative, and attention to detail.
Strong attention to detail, solid professional judgment, and a commitment to confidentiality, and follow-through.
Ability to research, organize, summarize, and present information accurately.
Strong organizational and time management skills
Discretion in handling confidential donor information

Nice To Haves

Proficiency in Microsoft Excel and data visualization tools is a plus
Demonstrates curiosity and initiative when conducting research.
Proactively seeks relevant information to support organizational goals.
Connects relevant data and findings to established organizational priorities and understands the relationship between accurate data and organizational
Collaborative and service-oriented mindset
Ability to work independently and manage multiple assignments within established priorities and deadlines.

Responsibilities

Coordinate the day-to-day maintenance and use of the organization’s CRM system including record maintenance, data-quality processes, routine reporting, and standard configuration under the direction of development leadership.
Apply established data-entry standards and procedures to maintain accurate, consistent, and complete donor and prospective donor records.
Conduct routine database reviews to identify duplicate, incomplete, or outdated records.
Prepare standard dashboards and reports to support development activities.
Assist development leadership.
Conduct donor and prospect research requested by development leadership using available internal and public sources.
Compile giving histories, affiliations, philanthropic interests, and other relevant background information.
Prepare concise donor and prospect profiles for development and executive leadership.
Identify potential donors or partnership opportunities and refer them to development leadership for review.
Update CRM records with relevant research findings in accordance with established procedures.
Monitor designated public information sources for community and business developments relevant to fundraising and partnership opportunities.
Summarize and present relevant developments to department leadership through periodic reports or briefings.
Maintain an organized tracking log of emerging donor and partnership opportunities and present potentially relevant opportunities to management for review and prioritization.
Conduct additional community or business research as requested by development leadership.
Prepare recurring and ad hoc reports for use by departmental and executive leadership in campaign planning, donor engagement, and board communications.
Summarize donor, prospect, and community information in a clear and usable format.
Identify observable trends, gaps, or data-quality concerns and bring them to the attention of development leadership.
Assist with the preparation of data and background information used in campaign planning, donor engagement, and board materials.
Partner with marketing, finance, and program Community Impact teams to ensure alignment of data and messaging.
Assist with event preparation by producing attendance lists, donor information, and related reports.
Complete additional research, reporting, and CRM-support assignments within the position’s established scope.