Donor Intelligence & CRM Coordinator

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

• Serve as the primary administrator for the organization’s CRM system
• Ensure data accuracy, consistency, and completeness across donor and prospect records
• Develop and maintain data entry standards, protocols, and training materials
• Regularly audit and clean database records to eliminate duplicates and outdated information
• Generate and manage dashboards and reports to support development goals
  
  

Donor & Prospect Research

• Conduct in-depth research on current and prospective donors, including individuals, corporations, and foundations
• Prepare donor profiles and briefing materials for leadership, board members, and development staff
• Track giving histories, affiliations, philanthropic interests, and capacity indicators
• Identify new prospective donors and partnership opportunities
  
  

Community & Business Intelligence

• Monitor and report on local economic and community trends, including:
• New businesses entering the region
• Business closures or relocations
• Property transactions and development activities
• Executive leadership changes, promotions, and key hires
• Provide regular briefings and written reports summarizing relevant developments
• Maintain a pipeline of emerging opportunities aligned with organizational priorities
  
  

Reporting & Strategic Insights

• Produce recurring and ad hoc reports to support campaign planning, donor engagement, and board communications
• Translate data into actionable insights to inform strategy and decision-making
• Collaborate with development staff to identify trends and gaps in donor engagement
  
  

Cross-Functional Collaboration

• Partner with marketing, finance, and program teams to ensure alignment of data and messaging
• Support event preparation with donor insights and attendance tracking
• Assist leadership with research and briefing materials as needed
  
  

Qualifications

Education & Experience

• Bachelor’s degree in nonprofit management, business, communications, data analytics, or related field (or equivalent experience)
• 2–4 years of experience in CRM/database management, research, or data analysis (nonprofit experience preferred)
  
  

Skills & Competencies

• Strong proficiency in CRM systems (e.g., Salesforce, Raiser’s Edge, or similar)
• Excellent research and analytical skills
• High attention to detail and commitment to data accuracy
• Ability to synthesize complex information into clear, concise reports
• Strong organizational and time management skills
• Discretion in handling confidential donor information
• Proficiency in Microsoft Excel and data visualization tools is a plus
  
  

Key Attributes

• Naturally curious and proactive in seeking out information
• Strategic thinker who connects data to organizational goals
• Collaborative and service-oriented mindset
• Ability to work independently and manage multiple priorities