Data Project Coordinator - Nonprofit Consulting

The Root Agency supports nonprofit fundraising through our 4D Approach:
Development, Data, Design, and Delivery. We partner with nonprofits to help optimize their vision. We align with their strategic plan and help advance their mission. Our highly skilled team collectively brings over a century of expertise and delivers results across diverse sectors including faith, human services, education, healthcare, foundations, arts/culture, animal welfare, and more. The Root Agency has raised more than $250 million with our nonprofit clients to enhance their communities.

Throughout our partnership, we work tirelessly to help their organization Take Root and Grow.

We continue to deliver results for reputable nonprofits to include Big Brothers Big Sisters, Habitat for Humanity, Catholic Charities, Catholic Dioceses, Humane Societies, University of South Florida, and more. We specialize in supporting small and mid-sized non-profit organizations to better serve their communities. The Root Agency is headquartered in Dunedin, Florida. We have received recognition as 2024 HUB Entrepreneur of the Year and our CEO is a 2025 Titan
100.

The Root Agency provides the team, tools, and processes to support nonprofits making a local impact in communities across the world--while delivering an immediate ROI. Our vision is to strengthen individuals, organizations, and communities through philanthropy.

The Nonprofit Data Project Coordinator will offer comprehensive support to our dynamic hybrid team. This position requires the ability to anticipate needs, think critically, and engage with team members to create efficiencies and ensure client deliverable due dates are met. Excellent communication and customer service skills are required to effectively navigate, coordinate, and resolve project challenges. We expect our team members to adapt to company and client needs.

• 3+ years of Project Coordinator experience with a bachelor’s degree in a relevant major; or an associate’s degree in a relevant major and 5+ years of Project Coordinator experience. A combination of education and experience will be considered. Nonprofit development experience a plus.
• PMP and/or Six Sigma Certifications, and CFRE a plus
• Must be detail and results-oriented with an ability to work in a cross-functional, fast-paced, and evolving hybrid environment with diverse teams and skill sets.
• Ability to evaluate priorities and multi-task accordingly, while keeping others apprised of status with respect to firm due dates.
• Possesses intermediate experience in google sheets and Excel
• Exhibits excellent writing, editing, communication, and formatting skills.
• Experience in building long-lasting relationships with internal and external clients for The Root Agency.
• Exhibits a positive professional attitude with resiliency and perseverance in working with complex projects.

You’ll primarily work with the following tools and applications:

• Google Workspace (Google Drive, Gmail, Forms/Sheets, and Keep)
• Microsoft 365 (Word, Excel, PowerPoint)
• Demonstrable skills in Word: merge template functions and in Excel/Google Sheets: XLOOKUP, VLOOKUP, and Pivot Tables.
• Slack and Asana
• Kajabi
• Demonstrable experience pulling reports from a variety of CRM platforms:
  Salesforce, Raiser’s Edge NXT, Bloomerang, Donor Perfect, Parish Soft, etc.

• Facilitates Nonprofit Partner Onboarding and Orientation activities to The Root Agency's established procedures
• Presents, Coordinates, and Monitors Nonprofit Partner Onboarding and Orientation Activities to The Root Agency’s established procedures
• Produces all nonprofit partner work product to The Root…