Salesforce database coordinator

We are looking for a Salesforce NPS Database Coordinator to manage donor data, coordinate gift processes, ensure effective donor engagement, and collaborate across departments to support fundraising goals and improve operational efficiency. This position will be full-time, contract to hire with our client and onsite, with employees expected to work onsite in Evanston, Illinois 5-days per week. Core business hours are 8:30am - 4:30pm (35-hour work week).

Due to the specific legal and contractual requirements associated with this position, only US Citizens and Green Card Holders/Permanent residents will be considered for this role. Candidates must be able to work directly on CAI's W2.

What You’ll Do

• Maintain and manage central donor database using Salesforce, including all aspects of donor information, research, queries, and production of reports
• Plan, manage, and implement processes to effectively accept, receive, and acknowledge gifts/donations, working in conjunction with the Finance department to ensure proper accounting and reporting
• Plan, manage, and coordinate pledge fulfillment implementation working as the liaison between the Corporation’s Scholar and Donor Services department and the Finance department
• Plan, coordinate, and manage donor recognition programs and activities designated to increase awareness and support corporate goals and objectives
• Coordinate with the Scholar and Donor Services leadership team and the Finance department to implement, update, and maintain the Corporation’s Gift Acceptance Policies
• Maintain accurate records in the constituent database regarding all acknowledgement and recognition programs
• Create, send, and track acknowledgment/thank you letters, ensure pledge reminders are sent according to donor’s wishes, and coordinate end of year tax documents with the Finance department
• Create and distribute detailed summary pledge reports on a monthly basis for the fundraising campaign leadership team
• Work closely with management to track and improve donor communications
• Coordinate with internal staff regarding the management of the Salesforce database including Scholar events, internal and external awards, and recognitions, career updates, etc.
• Ensure major donors are included in appropriate events and are recognized for their service, participation, and generosity
• Collaborate with vendors, internal staff, and others as needed
• In consultation with internal staff, plan, manage, and implement policies and procedures related to the use of the Scholar and Donor database, electronic and paper files, as well as any other donor data
• Coordinate the assignment of prospective donors to internal staff, Fundraising Campaign Committee, Board of Directors, and other campaign volunteers
• Inform fundraising campaign leadership of important milestones and information regarding major donors (i.e., birthdays, anniversaries, special accomplishments, etc.) in connection with cultivation and gift/donation solicitation activity
• Engage in prospect research activities
• Collaborate with Information Technology (IT) department on matters related to database security, system updates, and data related IT needs
• Work directly with other internal departments to enhance prospecting efforts
• Extensive use of a customized database in addition to standard PC applications
• Recommend and help implement procedural improvements/efficiencies
• Perform general administrative duties, including data input, correspondence, proofing documents, etc.
• Various other duties as assigned by the Scholar and Donor Services leadership team, corporate officers, and upper management of the corporation

What You'll Need

Required:

• Bachelor’s degree in Marketing, Communications, or a similar discipline; advanced degrees/certifications preferred
• Strong database experience including building custom reports ensuring accurate high-quality data
• A demonstrated record of success in prospect research supporting major gift efforts in asking for and closing major donations for not-for-profits
• Excellent written and verbal communication skills
• Strong project management and organizational skills
• Familiarity with philanthropic and fundraising best practices
• Must be a collaborative team player who enjoys working with others
• Thorough knowledge and experience working with Word, Excel, and Adobe Acrobat required
• Experience with Customer Relationship Management (CRM) software, preferably Salesforce or another well-known not-for-profit industry constituent database

Physical Demands

• Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards
• Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.
• Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor

Reasonable accommodation statement

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to [email protected] or (888) 824 – 8111.

Job Types: Full-time, Contract

Pay: $30.00 - $34.00 per hour

Expected hours: 35 per week

Benefits:

• 401(k)
• Health insurance
• Referral program

Education:

• Bachelor's (Required)

Location:

• Evanston, IL 60201 (Preferred)

Ability to Commute:

• Evanston, IL 60201 (Required)

Work Location: In person