Advancement Operations Specialist

Jobtailor; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

DREAM seeks an Administrative/Advancement Coordinator to support donor engagement, portfolio management, and Salesforce activities within the Advancement team in New York. This role collaborates with the Database Manager and Operations Manager to ensure accurate donor records and timely communications.

Responsibilities include coordinating meetings and events, drafting stewardship materials, and maintaining calendars and documentation.

Qualifications

• Bachelor's degree required.
• 1–3 years of nonprofit development, fundraising, operations, or admin support preferred.
• Strong organizational skills with attention to detail and ability to multi-task.
• Excellent written, verbal, and interpersonal communication.
• Experience coordinating meetings, calendars, projects, or events in a fast-paced environment.
• Ability to collaborate across departments and with external stakeholders.
• Proficiency with Microsoft Office and Google Workspace.
• Experience with Salesforce or another CRM preferred.
• Interest in nonprofit fundraising, advancement, or operations.

Responsibilities

• Support routine Salesforce updates, donor activity tracking, and portfolio administration in partnership with the Database Manager and Advancement Operations Manager.
• Coordinate logistics for portfolio review meetings, fundraising planning sessions, and other recurring Advancement meetings.
• Draft routine donor correspondence, stewardship communications, acknowledgements, and other donor engagement materials, as assigned.
• Support the preparation and distribution of donor meeting materials, prospect briefings, and stewardship resources.
• Coordinate Advancement department meetings, planning sessions, retreats, and other departmental activities, including scheduling, agendas, meeting materials, note-taking, and follow-up.
• Maintain departmental calendars, shared resources, operational documentation, and other administrative tools that support the efficient day-to-day functioning of the Advancement team.
• Coordinate cross-functional operational workstreams and support departmental operations, including purchasing, vendor coordination, invoice processing, expense reconciliation, team recognition activities, and other administrative functions.
• Partner with the Database Manager to support routine Salesforce updates, maintain accurate fundraising records, assist with donor lists and mail merges, and identify data inconsistencies for review.
• Provide administrative support for departmental reporting, process improvements, and special projects that strengthen Advancement operations.
• Support the planning and execution of fundraising events, donor stewardship activities, volunteer engagement initiatives, and Annual Fund campaigns in partnership with the Director of Special Events, Special Events Manager, and Annual Giving Manager.
• Coordinate event registrations, guest communications, event materials, volunteer logistics, and other operational needs for Advancement events.
• Assist with post-event follow-up, stewardship activities, and administrative support related to fundraising campaigns and donor engagement initiatives.

Skills

Salesforce proficiency

Nonprofit fundraising

Event coordination

Portfolio administration

Advancement operations

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

Google Workspace

Job description

DREAM seeks an Administrative/Advancement Coordinator to support donor engagement, portfolio management, and Salesforce activities within the Advancement team in New York. This role collaborates with the Database Manager and Operations Manager to ensure accurate donor records and timely communications.

Responsibilities include coordinating meetings and events, drafting stewardship materials, and maintaining calendars and documentation.