Fundraising Data & Operations Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Ensure the accuracy of donor, prospect, and portfolio data, encompassing assignments, segments, contact details, interactions, opportunities, plans, steps, and designations.

• Execute routine data entry tasks, list preparation, imports, and record updates in accordance with established procedures.

• Reconcile records and investigate any missing, inconsistent, or potentially duplicate information.

• Perform regular audits of the CRM and associated fundraising tools; identify patterns in data quality and recommend solutions.

• Assist with daily gift and donor list processes, aiding fundraisers in locating gifts, receipts, and related information.

• Compile, validate, and analyze donor, portfolio, program, and financial data to support fundraising planning, KPIs, and progress reporting.

• Maintain ongoing reports, dashboard inputs, and reporting templates.

• Prepare ad hoc analyses and clarify trends, discrepancies, and information gaps.

• Verify source data, calculations, and report outputs before distribution.

• Document definitions and assumptions while translating technical information into comprehensible summaries.

• Conduct preliminary research on donors and prospects, compiling source-supported notes.

• Keep funding opportunity lists and relevant supporting materials up to date.

• Review project information to identify missing or outdated details and summarize program and financial information.

• Contribute research and analysis to evaluate funding opportunities and guide fundraising strategies.

• Maintain procedures, reference materials, and organized fundraising resources.

• Collaborate with RPC Operations, Programs, monitoring and evaluation colleagues, and other partners to enhance data collection, reporting, and information flow.

• Recommend and assist in the implementation of process improvements, automation, and quality checks.

• Facilitate the adoption of new tools and undertake other related responsibilities as assigned.

⛳️ Requirements

• Bachelor's degree in business, fundraising, computer/data science, or related fields, or equivalent professional experience.

• At least five years of experience in donor operations, engagement, data operations, fundraising, or similar roles.

• A minimum of 2-3 years of experience in development or fundraising data operations, database management, reporting, research, fundraising support, or related work involving detailed records and analysis.

• Proven experience managing fundraising data using CRMs such as Salesforce or similar platforms.

• Proficient in Excel, including formulas, sorting, filtering, Pivot Tables, and reconciling datasets.

• Familiarity with Microsoft Office tools and a willingness to learn CRM and reporting systems.

• Demonstrated analytical judgment, attention to detail, and follow-through.

• Ability to investigate discrepancies, systematically check work, and summarize findings clearly.

• Comfortable with sustained, detail-intensive, and occasionally repetitive data work while managing changing project assignments.

• Capable of organizing competing requests, meeting deadlines, and communicating when priorities or capacities require clarification.

• Strong written and verbal communication skills coupled with a collaborative mindset.

• Sound judgment regarding the handling of confidential donor and organizational information.

• Ability to perform sustained computer-based data work, prepare, review, and proofread accurate reports, and collaborate effectively through virtual, telephone, and written communication.

• Cross-functional project management skills, with the ability to comprehend dependencies, decisions, risks, and deadlines.

• Ability to thrive in a fast-paced environment with competing priorities and urgent demands.

• Must be adept at working with sensitive information while maintaining confidentiality.

• U.S. citizenship is required.

🏝️ Benefits

• Health and wellness benefits, including Flexible Spending Account and/or Health Savings Account.

• Employee assistance program.

• 403(b) retirement plan with employer matching and discretionary contributions.

• 22 vacation days.

• 12 statutory and discretionary holidays.

• 10 sick days each year.

• Employer-paid life insurance and accidental death & dismemberment (AD&D) coverage.

• Opportunities for professional development.

• Annual merit increase opportunities.

• Optional critical illness insurance.

• Legal assistance plan.

• Pet protection.