Advancement Coordinator

Summary

The Advancement Coordinator is a key member of the Advancement team, responsible for managing the integrity, functionality, and strategic use of the Coastal Conservation League’s CRM database. This role ensures high-quality data management, reporting, segmentation, and analytics to support fundraising, donor stewardship, advocacy, and communications campaigns. Working closely with Advancement and Communications staff, the Coordinator plays a critical role in driving data‑informed development strategies and ensuring staff are trained and supported in effective CRM usage.

• Maintain the accuracy, integrity, and consistency of the Conservation League’s CRM database.
• Serve as the primary point of contact for data entry, updates, and troubleshooting within the database.
• Enter, update, and manage constituent records, including donors, members, advocates, and partners.
• Perform daily, weekly, and monthly audits of database records to reasonably assure accuracy and compliance with internal standards.
• Work with leadership to create, maintain, and enforce data entry standards, policies, and compliance procedures.

• Complete gift entry for all contributions, including online, mailed, matching, EFT, in‑kind, and grant‑related gifts.
• Export and process acknowledgment letters and donor receipts, ensuring timely and accurate delivery.
• Support annual consolidated donor receipts and ongoing stewardship mailings.
• Assist with reconciliation processes in coordination with the Finance team, as needed.

• Accurately run reports and generate time‑sensitive lists to support fundraising, communications, advocacy, and events.
• Segment and parse constituent data appropriately to support development, fundraising campaigns, and donor stewardship initiatives.
• Create reports on key metrics such as fundraising performance, donor retention, email open rates, and social media engagement.
• Analyze constituent trends and provide insights and recommendations to Advancement leadership to inform strategy.

• Provide constituent information, reports, and lists to staff across departments as requested.
• Support the Communications team by creating sign‑up, advocacy, donation, and event forms.
• Compile and deliver data sets to support communications, outreach, and campaign evaluation.

• Lead staff training on CRM usage, reporting tools, and data best practices.
• Develop and maintain database manuals, reference guides, and training materials.
• Ensure staff have access to and understand available CRM tools and resources.
• Keep staff apprised of new data tools, features, and system enhancements.
• Serve as a liaison with software vendors and external technical support as requested.

• Assist the Advancement team with donor stewardship processes as needed.
• Participate in relevant staff meetings, committees, and cross‑departmental initiatives.
• Perform other duties as assigned in support of Advancement and organizational priorities.

• Authorized to manage CRM data, generate reports, and provide data support to staff within established policies and procedures.
• Makes routine decisions related to database operations, reporting, and list generation.

• Exceptional attention to detail and commitment to data accuracy.
• Strong analytical, problem‑solving, and critical‑thinking skills.
• Ability to manage time‑sensitive projects with competing priorities.
• Clear, professional written and verbal communication skills.
• Strong technical aptitude and ability to learn new systems quickly.
• Organized, self‑directed, deadline‑oriented, and collaborative.
• Ability to handle confidential donor information with discretion and professionalism.
• Respect for donor privacy and data security best practices.

• Bachelor’s degree in nonprofit management, communications, marketing, business, or a related field with 1–2 years of experience in development, fundraising, or database coordination, OR
• Associate’s degree in a related field with 4–6 years of relevant experience…