Donor Intelligence & CRM Coordinator at United Way of the Bluegrass Inc

Lexington, Kentucky, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jul, 26

Salary

50000.0

Posted On

21 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CRM Management, Data Integrity, Donor Research, Prospect Research, Data Analysis, Reporting, Dashboard Management, Strategic Insights, Microsoft Excel, Data Visualization, Database Administration, Communication, Organizational Skills, Time Management, Attention To Detail, Research

Industry

Non-profit Organization Management

Description

Description Job Title: Donor Intelligence & CRM Coordinator Department: Resource Development Reports To: Director of Resource Development Position Summary 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. Requirements Key Responsibilities 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standards, protocols, and training materials Regularly audit and clean database records to eliminate duplicates and outdated information Generate and manage dashboards and reports to support development goals Donor & Prospect Research Conduct in-depth research on current and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) 2–4 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

Responsibilities

The Donor Intelligence & CRM Coordinator manages the organization's CRM system to ensure data integrity and provides strategic insights through donor and community research. This role supports the development team by generating reports and identifying prospective donor opportunities.