Donor Intelligence & CRM Coordinator
United Way, Lexington, KY, United States
Donor Intelligence & CRM Coordinator
The Donor Intelligence & CRM Coordinator plays a critical role in strengthening the organization's resource development efforts by managing and optimizing the Customer Relationship Management (CRM) system and delivering high-quality donor and community insights.
This position is not responsible for direct fundraising but serves as a strategic support role by equipping the development team with timely, accurate, and actionable intelligence on donors, prospects, and local business trends.
CRM Management & Data Integrity
Serve as the primary administrator for the organization's CRM system
Ensure data accuracy, consistency, and completeness across donor and prospect records
Develop and maintain data entry standards, protocols, and training materials
Regularly audit and clean database records to eliminate duplicates and outdated information
Generate and manage dashboards and reports to support development goals
Donor & Prospect Research
Conduct in-depth research on current and prospective donors, including individuals, corporations, and foundations
Prepare donor profiles and briefing materials for leadership, board members, and development staff
Track giving histories, affiliations, philanthropic interests, and capacity indicators
Identify new prospective donors and partnership opportunities
Community & Business Intelligence
Monitor and report on local economic and community trends, including:
New businesses entering the region
Business closures or relocations
Property transactions and development activities
Executive leadership changes, promotions, and key hires
Provide regular briefings and written reports summarizing relevant developments
Maintain a pipeline of emerging opportunities aligned with organizational priorities
Reporting & Strategic Insights
Produce recurring and ad hoc reports to support campaign planning, donor engagement, and board communications
Translate data into actionable insights to inform strategy and decision-making
Collaborate with development staff to identify trends and gaps in donor engagement
Cross-Functional Collaboration
Partner with marketing, finance, and program teams to ensure alignment of data and messaging
Support event preparation with donor insights and attendance tracking
Assist leadership with research and briefing materials as needed
Qualifications
Education & Experience
Bachelor's degree in nonprofit management, business, communications, data analytics, or related field (or equivalent experience)
24 years of experience in CRM/database management, research, or data analysis (nonprofit experience preferred)
Skills & Competencies
Strong proficiency in CRM systems (e.g., Salesforce, Raiser's Edge, or similar)
Excellent research and analytical skills
High attention to detail and commitment to data accuracy
Ability to synthesize complex information into clear, concise reports
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
Naturally curious and proactive in seeking out information
Strategic thinker who connects data to organizational goals
Collaborative and service-oriented mindset
Ability to work independently and manage multiple priorities
The Donor Intelligence & CRM Coordinator plays a critical role in strengthening the organization's resource development efforts by managing and optimizing the Customer Relationship Management (CRM) system and delivering high-quality donor and community insights.
This position is not responsible for direct fundraising but serves as a strategic support role by equipping the development team with timely, accurate, and actionable intelligence on donors, prospects, and local business trends.
CRM Management & Data Integrity
Serve as the primary administrator for the organization's CRM system
Ensure data accuracy, consistency, and completeness across donor and prospect records
Develop and maintain data entry standards, protocols, and training materials
Regularly audit and clean database records to eliminate duplicates and outdated information
Generate and manage dashboards and reports to support development goals
Donor & Prospect Research
Conduct in-depth research on current and prospective donors, including individuals, corporations, and foundations
Prepare donor profiles and briefing materials for leadership, board members, and development staff
Track giving histories, affiliations, philanthropic interests, and capacity indicators
Identify new prospective donors and partnership opportunities
Community & Business Intelligence
Monitor and report on local economic and community trends, including:
New businesses entering the region
Business closures or relocations
Property transactions and development activities
Executive leadership changes, promotions, and key hires
Provide regular briefings and written reports summarizing relevant developments
Maintain a pipeline of emerging opportunities aligned with organizational priorities
Reporting & Strategic Insights
Produce recurring and ad hoc reports to support campaign planning, donor engagement, and board communications
Translate data into actionable insights to inform strategy and decision-making
Collaborate with development staff to identify trends and gaps in donor engagement
Cross-Functional Collaboration
Partner with marketing, finance, and program teams to ensure alignment of data and messaging
Support event preparation with donor insights and attendance tracking
Assist leadership with research and briefing materials as needed
Qualifications
Education & Experience
Bachelor's degree in nonprofit management, business, communications, data analytics, or related field (or equivalent experience)
24 years of experience in CRM/database management, research, or data analysis (nonprofit experience preferred)
Skills & Competencies
Strong proficiency in CRM systems (e.g., Salesforce, Raiser's Edge, or similar)
Excellent research and analytical skills
High attention to detail and commitment to data accuracy
Ability to synthesize complex information into clear, concise reports
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
Naturally curious and proactive in seeking out information
Strategic thinker who connects data to organizational goals
Collaborative and service-oriented mindset
Ability to work independently and manage multiple priorities