Donor Intelligence & CRM Coordinator

United Way of the Bluegrass Inc; Lexington (KY); On-site; USD 32,000 - 36,000; Full time

Job summary

United Way of the Bluegrass Inc. seeks a Donor Intelligence & CRM Coordinator to maintain donor data, coordinate CRM activities, and prepare insights for leadership. The role focuses on data accuracy, research of donors and prospects, and creating reports to support development strategies.

The position emphasizes data-driven decision support without directing fundraising strategy, with collaboration across marketing, finance, and program teams.

Qualifications

• Bachelor's degree in nonprofit management, business, communications, data analytics, or related field preferred; equivalent education and experience welcomed.
• 2–4 years of CRM or database maintenance, donor/prospect research, or data analysis experience.

Responsibilities

• CRM Management & Data Integrity: maintain CRM records, run data-quality processes, generate standard dashboards and reports.
• Donor & Prospect Research: conduct research, compile giving histories, profiles for leadership review.
• Community & Business Intelligence: monitor public info sources and summarize developments for leadership.
• Reporting & Strategic Insights: create recurring/ad hoc reports for planning and board materials.
• Cross-Functional Collaboration: coordinate with marketing, finance, and program teams; support events with reports.

Skills

CRM proficiency

Research

Data analysis

Excel

Data visualization

Confidentiality

Time management

Organizational skills

Education

Bachelor's degree

Nonprofit experience

Tools

Salesforce

Raiser’s Edge

Job description

Description

Job Title: Donor Intelligence & CRM Coordinator

Department: Resource Development

Reports To: Director of Resource Development

Position Summary

The Donor Intelligence & CRM Coordinator supports the organization’s resource development efforts by maintaining accurate donor and prospect information, coordinating day-to-day CRM activities, conducting assigned donor and community research, and preparing reports for development leadership.

This position does not engage in direct fundraising or independently establish fundraising, donor-engagement, or organizational strategy. The coordinator organizes and analyzes information to support decisions made by development and executive leadership.

Requirements

Key Responsibilities

CRM Management & Data Integrity

• Coordinate the day-to-day maintenance and use of the organization’s CRM system including record maintenance, data-quality processes, routine reporting, and standard configuration under the direction of development leadership.
• Apply established data-entry standards and procedures to maintain accurate, consistent, and complete donor and prospective donor records.
• Conduct routine database reviews to identify duplicate, incomplete, or outdated records.
• Prepare standard dashboards and reports to support development activities.
• Assist development leadership

Donor & Prospect Research

• Conduct donor and prospect research requested by development leadership using available internal and public sources.
• Compile giving histories, affiliations, philanthropic interests, and other relevant background information.
• Prepare concise donor and prospect profiles for development and executive leadership.
• Identify potential donors or partnership opportunities and refer them to development leadership for review.
• Update CRM records with relevant research findings in accordance with established procedures.

Community & Business Intelligence

• Monitor designated public information sources for community and business developments relevant to fundraising and partnership opportunities.
• Summarize and present relevant developments to department leadership through periodic reports or briefings.
• Maintain an organized tracking log of emerging donor and partnership opportunities and present potentially relevant opportunities to management for review and prioritization.
• Conduct additional community or business research as requested by development leadership.

Reporting & Strategic Insights

• Prepare recurring and ad hoc reports for use by departmental and executive leadership in campaign planning, donor engagement, and board communications.
• Summarize donor, prospect, and community information in a clear and usable format.
• Identify observable trends, gaps, or data-quality concerns and bring them to the attention of development leadership.
• Assist with the preparation of data and background information used in campaign planning, donor engagement, and board materials.

Cross-Functional Collaboration

• Partner with marketing, finance, and program Community Impact teams to ensure alignment of data and messaging
• Assist with event preparation by producing attendance lists, donor information, and related reports.
• Complete additional research, reporting, and CRM-support assignments within the position’s established scope.

Qualifications

Education & Experience

• Bachelor’s degree in nonprofit management, business, communications, data analytics, or related field preferred; equivalent education and relevant experience will be considered.
• 2 to 4 years of experience involving CRM or database maintenance, donor or prospect research, development operations, or data analysis.

Skills & Competencies

• Strong proficiency in CRM systems (e.g., Salesforce, Raiser's Edge, or similar)
• Excellent research and analytical skills
• Approaches research with curiosity, initiative, and attention to detail.
• Strong attention to detail, solid professional judgment, and a commitment to confidentiality, and follow-through.
• Ability to research, organize, summarize, and present information accurately.
• 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

• Demonstrates curiosity and initiative when conducting research.
• Proactively seeks relevant information to support organizational goals.
• Connects relevant data and findings to established organizational priorities and understands the relationship between accurate data and organizational
• Collaborative and service-oriented mindset
• Ability to work independently and manage multiple assignments within established priorities and deadlines.

Salary

$$23.08–$26.67/hour