Fundraising Analytics & Systems Specialist

Nichols College; Dudley (MA); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Medical benefits

Dental benefits

Vision benefits

401K match

HRA

FSA

Commuter benefits

Parental leave

Professional development

Job summary

Israel Policy Forum in New York, NY seeks a Fundraising Systems and Analytics Coordinator to lead CRM and analytics within the Development Department. You will translate fundraising needs into technical requirements, build reports, and train staff on key tools to maximize donor engagement.

The role reports to the Director of Development Operations and involves coordinating with the Senior CRM Manager, administering Salesforce, RSVPify, Todoist, Mailmeteor, and ensuring data quality across the

Qualifications

• A minimum of 3–5 years of experience in fundraising operations, development services, CRM support, analytics, or related fields.
• Strong experience building reports and dashboards in Salesforce or a comparable CRM.
• Comfort using AI-assisted research, analysis, and drafting tools responsibly, with strong independent review for accuracy, confidentiality, and appropriate attribution.
• Strong analytical, organizational, and communication skills.
• Demonstrated customer-service orientation.
• Familiarity with the Jewish communal, public policy, or nonprofit sectors.

Responsibilities

• Serve as the primary liaison between the Development Department and the organization-wide Senior CRM Manager.
• Gather, document, prioritize, and track development-related CRM requests.
• Translate fundraising business needs into functional requirements.
• Coordinate with the Senior CRM Manager in the testing and validation of new functionality and enhancements.
• Track and manage development-related CRM requests.
• Design, build, maintain, organize, and improve fundraising reports and dashboards.
• Support board, leadership, and fundraising performance reporting.
• Analyze donor retention, upgrades, acquisition, engagement, and campaign performance.
• Develop tools supporting major gift pipeline management, donor acquisition and retention, Leadership Circle performance, campaign performance, event outcomes, and revenue forecasting.
• Support board reporting and leadership reporting.
• Ensure reports are accurate, timely, and actionable.
• Serve as the primary administrator and internal expert for RSVPify, Todoist, Mailmeteor, and other development productivity tools.
• Manage RSVPify templates, mail merge processes, and donor communication workflows.
• Train staff in effective, consistent use of these platforms.
• Develop best practices and documentation for technology adoption and use.
• Evaluate opportunities to improve integration, efficiency, reporting, and staff utilization across the development technology ecosystem.
• Train staff on Salesforce and related fundraising technologies.
• Review and update current onboarding materials and user guides and develop new ones as needed.
• In partnership with Senior CRM Manager, develop dashboards and reports to monitor development data quality and integrity, assess data quality and integrity, and work with the DDO to implement process changes as needed.
• Conduct regular audits of donor and prospect records.
• Support department-wide data standards and best practices.
• Assist Development and Stewardship Associate with data clean up during crunch time.
• Implement a structured CRM request management process.
• Improve the quality and accessibility of fundraising dashboards leading to increased use by the team.
• Increase development staff adoption of Salesforce, RSVPify, Todoist, and Mailmeteor.
• Improve data quality monitoring and reporting.
• Support more accurate forecasting and pipeline reporting.

Skills

Fundraising operations

CRM support

Analytics

Reporting dashboards

Salesforce proficiency

Communication skills

Tools

Salesforce

RSVPify

Todoist

Mailmeteor

Job description

Israel Policy Forum in New York, NY seeks a Fundraising Systems and Analytics Coordinator to lead CRM and analytics within the Development Department. You will translate fundraising needs into technical requirements, build reports, and train staff on key tools to maximize donor engagement.

The role reports to the Director of Development Operations and involves coordinating with the Senior CRM Manager, administering Salesforce, RSVPify, Todoist, Mailmeteor, and ensuring data quality across the