Donor Intelligence & CRM Specialist

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

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.