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Coordinator, Development Services
Heart & StrokeCoordinator supporting development fundraising goals and managing donor data integrity. Collaborating with CRM team and regional development teams to optimize processes and achieve fundraising objectives.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in donor and prospect data management, utilizing CRM systems and prospect research tools to support fundraising initiatives. Exhibits strong organizational and project management skills while maintaining data integrity and compliance with development standards.
Highest-signal resume keywords
Donor Data ManagementCRM OptimizationProspect Research ToolsProject ManagementData Integrity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ManagementProspect ResearchDatabase ManagementFundraising ReportingData Analysis
Soft Skills
Attention to DetailCuriosityResourcefulnessClient-Service ApproachTeamwork
Tools & Technologies
IWaveCharityCanGrant ConnectMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft SharePointMicrosoft Outlook
Industry Keywords
Major Gift EnvironmentDonor LifecycleAFP Code of EthicsCAGPAPRA Code of EthicsDonor Bill of Rights
About the role
Key responsibilities & impact- Maintain accurate donor and prospect records and data integrity (including adding, updating, merging and cleanup of records) in the donor database.
- Acts as a central resource and primary coordinator for donor and prospect information in the database, ensuring data quality, process compliance, and adherence to development standards like promoting the adoption of best practices.
- Liaises and collaborates with the CRM team, regional development teams and fundraising support staff to optimize CRM usage and resolve data related issues.
- Proactively establishes and manages documentation related to CRM processes, training and data standards and trains staff on how to access and use resources.
- Supports the Senior Manager with data requests ensuring data integrity and accuracy, alignment with fundraising priorities, opportunities, and reporting needs.
- Manages the intake and triage of work requests to ensure completeness of information, assignment of work and alignment with established development processes.
- Conducts prospect identification, qualification, and research, using internal and external information sources (e.g., iWave, CharityCan, Grant Connect) to support fundraising priorities.
- Completes special prospect research requests and projects to support donor development and fundraising activities.
- Maintains donor and prospect records, including research summaries, ratings, relationship tracking, and other relevant information in CRM and related information management systems.
- Prepares prospect research snapshots, prospect profiles, briefing materials, and other research products to support donor development and fundraising activities.
- Maintains and enhances standard and ad hoc fundraising reports, dashboards, and reporting infrastructure to support fundraising performance monitoring, pipeline management, portfolio planning, and decision-making.
- Coordinates donor and prospect information to support cultivation and stewardship events including pulling targeted donor lists from CRM, attendee briefings/event bios to ensure key relationship managers know who to connect with at the events.
Requirements
What you’ll need- Post-secondary education in a related field or relevant experience in a similar role.
- 3+ years working within a major gift environment and supporting all stages of the donor lifecycle.
- Strong understanding of donor and prospect data and databases.
- Ability to manage multiple projects at once and produce high-quality work under tight deadlines while maintaining strong attention to detail.
- Curiosity, resourcefulness and adaptability.
- Superior organizational, project management and resource management skills.
- Knowledge of prospect research tools and databases such as iWave, CharityCan, Grant Connect, or similar platforms.
- Ability to work in a multi-layered, complex, results-oriented institution with multiple internal and external stakeholders.
- A professional and responsive client-service approach.
- Self-motivated, with sound judgement and ethical decision-making skills.
- An ingrained curiosity with an innovative streak; ability to acquire inside expertise without losing outside point of view, have new ideas and be willing to try new things.
- A dedicated team work ethic.
- Comfort using AI-enabled productivity tools and emerging technologies.
- Mastery of various Microsoft Office applications including Excel, Word, PowerPoint, SharePoint, and Outlook.
- Appreciation and understanding of AFP, CAGP, APRA Code of Ethics, Donor Bill of Rights.
Benefits
Comp & perks- Generous paid time-off package including vacation days, personal days, wellness days, and paid company-wide closure between December 25 and January 1.
- Competitive health, medical, dental and vision benefits.
- Life insurance.
- Disability benefits.
- Employee assistance program (EAP).
- Defined contribution pension plan with employer matching.
- Flexible hybrid working model.
- Reimbursement for mobile phones and home office setup.
- Opportunities for professional development.