Description:
Job Title: Donor Intelligence & CRM Coordinator
Department: Resource Development
Reports To: Director of Resource Development
Position Summary
The Donor Intelligence & CRM Coordinator plays a critical role in strengthening the organization’s resource development efforts by managing and optimizing the Customer Relationship Management (CRM) system and delivering high-quality donor and community insights.
This position is not responsible for direct fundraising but serves as a strategic support role by equipping the development team with timely, accurate, and actionable intelligence on donors, prospects, and local business trends.
Requirements:
Key Responsibilities
CRM Management & Data Integrity
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Serve as the primary administrator for the organization’s CRM system
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Ensure data accuracy, consistency, and completeness across donor and prospect records
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Develop and maintain data entry standards, protocols, and training materials
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Regularly audit and clean database records to eliminate duplicates and outdated information
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Generate and manage dashboards and reports to support development goals
Donor & Prospect Research
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Conduct in-depth research on current and prospective donors, including individuals, corporations, and foundations
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Prepare donor profiles and briefing materials for leadership, board members, and development staff
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Track giving histories, affiliations, philanthropic interests, and capacity indicators
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Identify new prospective donors and partnership opportunities
Community & Business Intelligence
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Monitor and report on local economic and community trends, including:
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New businesses entering the region
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Business closures or relocations
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Property transactions and development activities
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Executive leadership changes, promotions, and key hires
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Provide regular briefings and written reports summarizing relevant developments
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Maintain a pipeline of emerging opportunities aligned with organizational priorities
Reporting & Strategic Insights
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Produce recurring and ad hoc reports to support campaign planning, donor engagement, and board communications
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Translate data into actionable insights to inform strategy and decision-making
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Collaborate with development staff to identify trends and gaps in donor engagement
Cross-Functional Collaboration
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Partner with marketing, finance, and program teams to ensure alignment of data and messaging
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Support event preparation with donor insights and attendance tracking
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Assist leadership with research and briefing materials as needed
Qualifications
Education & Experience
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Bachelor’s degree in nonprofit management, business, communications, data analytics, or related field (or equivalent experience)
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2–4 years of experience in CRM/database management, research, or data analysis (nonprofit experience preferred)
Skills & Competencies
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Strong proficiency in CRM systems (e.g., Salesforce, Raiser’s Edge, or similar)
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Excellent research and analytical skills
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High attention to detail and commitment to data accuracy
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Ability to synthesize complex information into clear, concise reports
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Strong organizational and time management skills
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Discretion in handling confidential donor information
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Proficiency in Microsoft Excel and data visualization tools is a plus
Key Attributes
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Naturally curious and proactive in seeking out information
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Strategic thinker who connects data to organizational goals
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Collaborative and service-oriented mindset
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Ability to work independently and manage multiple priorities
Salary
$45,000
