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.

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•  Regularly audit and clean database records to eliminate duplicates and outdated information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