Development Coordinator

Optimize Consulting; United States; Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Unlimited PTO

401(k) with match up to 4%

Job summary

Optimize Consulting LLC is seeking an entry-level Development Coordinator who supports major gifts and grants work for nonprofit clients. You will research donors, build profiles, maintain CRM records, and coordinate outreach to foundations and individuals, all from a fully remote setup.

You will work under leading consultants, with onboarding to our tools and processes, and contribute to pipeline development and reporting for multiple client accounts.

Qualifications

• Comfort talking with people you have never met and maintain professionalism.
• Quick learning, taking on new tasks, asking focused questions, applying feedback.
• Research and writing: find information, judge reliability, summarize clearly.

Responsibilities

• Run wealth screens in iWave and build donor profiles and meeting briefs.
• Build prospect and foundation lists for client campaigns and events.
• Contact donors, prospects, and foundation offices to schedule meetings and coordinate outreach.
• Draft follow-up messages and ensure next steps are tracked.
• Keep CRM data up to date and generate reports for clients.
• Support grant tasks: deadlines, proposals, and supporting documents.
• Coordinate invitations and RSVPs for cultivation events.
• Turn research into outreach plans and manage funder pipeline.

Skills

Comfort talking with people you have/

Quick learning

Research and writing

Discretion

Accuracy and organization

Ownership of your own week

Tools

HubSpot

Salesforce

Virtuous

Asana

Job description

The Development Coordinator supports Optimize Consulting's major gifts and grants work. You handle the research, data, and coordination behind that work so clients go into every donor and foundation conversation prepared: wealth screens and donor profiles, prospect and foundation lists, CRM records, and meeting preparation. Many of our nonprofit clients are libertarian and conservative advocacy organizations, and you will research and contact donors and foundations on their behalf. You report to the Major Gifts Consultant and the Grants & Foundations Consultant and start with a structured onboarding on our clients, services, and tools. This is an entry-level role with no minimum years of experience.

About Optimize Consulting LLC

Optimize Consulting is a revenue operations and moves management firm. We help organizations of any size transform how revenue flows through them. Our clients range from some of the most respected nonprofits working for free markets and free people to global enterprises and growing businesses, and our work has helped them generate more than $125 million in revenue.

We bring enterprise-level strategy and technology to every engagement and run our own firm the same way. Shared methodologies like Getting Things Done keep our fully remote team aligned and working ahead, so deadlines rarely turn into fire drills.

We are partner-owned, independent, and growing quickly. If you have spent years grinding inside a nonprofit or agency and want work you can be proud of without giving up your evenings, Optimize Consulting is built for you.

Description

What You'll Do

• Run wealth screens in iWave and build donor profiles and meeting briefs covering giving capacity, giving history, and interests for consultants, clients, and new business conversations.
• Build prospect and foundation lists for client campaigns, events, donor meetings, and travel, and flag current donors who may be ready for a larger gift.
• Contact donors, prospects, and foundation offices by phone, email, text, and mail to schedule meetings with clients, secure event attendance, and confirm contacts and application guidelines. For some clients, you will own prospect outreach from first contact to a booked meeting
• Draft follow-up messages for clients to send donors after meetings and events, and make sure each next step is recorded and completed.
• Keep gifts, pledges, contact history, and moves management stages current in HubSpot, Salesforce, Virtuous, and other client CRMs, correct errors and duplicates as you find them, and own data management and reporting for your assigned clients, including regular and on-request reports.
• Support the Grants & Foundations Consultant: track grant deadlines and requirements, and help assemble proposals, reports, and supporting documents.
• Support cultivation events: manage invitation lists, track RSVPs, prepare background briefs on attendees, and coordinate follow-up afterward.
• Turn your prospect research into outreach plans that help clients decide who to approach, how, and when.
• Manage the pipeline of potential funders across client accounts, tracking each prospect’s stage and next step so teams stay on track.
• Generate new high-net-worth leads for clients by identifying individuals, families, and foundations with the capacity and interest to give.
• Pull and prepare data files for client direct mail campaigns, including segmentation, suppressions, and deduplication.
• Contribute to department strategy by sharing what research, pipeline, and outreach results show, and by helping improve team processes and tools.

What Success Looks Like

At 90 days, you complete screens, profiles, and CRM updates on your own with light review, and consultants hand you requests without step-by-step instructions. At one year, you run day-to-day research and coordination across the consultants' client accounts, clients go into donor and foundation meetings with your briefings in hand, and you suggest new prospects before anyone asks.

What You Bring

• Comfort talking with people you have never met: you can call a donor, a foundation office, or a client contact and keep the conversation professional and friendly.
• Quick learning: you take on unfamiliar work before you feel fully ready, ask focused questions, and apply feedback the first time.
• Research and writing: you find information online, judge whether a source is reliable, and summarize what matters in a short, clear profile.
• Discretion: you handle confidential donor and financial information carefully.
• Accuracy and organization: you enter data carefully, track requests from several consultants at once, and hit due dates.
• Ownership of your own week: you plan your work, keep commitments without reminders, and raise problems early.

Helpful to Have

• A development internship, fellowship, or entry-level fundraising role, such as the Koch Internship Program (KIP) or Koch Associate Program (KAP)
• Experience with a CRM such as HubSpot, Salesforce, or Virtuous, or a prospect research tool such as iWave
• Experience with Asana or a similar task management platform, or familiarity with Getting Things Done
• Health insurance: Optimize Consulting pays 100% of the base health plan for you and your dependents, with upgrade options at your own cost.
• Dental, vision, and life insurance: Employer-paid, at a cost to you of $1 per year.
• Time off: Unlimited PTO. We actively encourage everyone to take at least 20 days per year.
• Holidays: All federal holidays, plus the Friday after Thanksgiving and a Christmas Break.
• Parental leave: 3 months of paid leave for all new parents.
• Retirement: 401(k) with a total company match of up to 4%. Eligible after one year of service.
• Equipment: A laptop, peripherals, and cell phone.
• Location: Fully remote.
• Growth: A defined path to partnership.

Hiring Process

Our process includes a screening conversation followed by two to three interviews with team members and partners. We will keep you updated at each stage.

Optimize Consulting is an equal opportunity employer. We make hiring decisions based on qualifications, merit, and business needs, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law. Applicants who need a reasonable accommodation during the hiring process can contact [e-mail].