About the Role This role puts one person at the center of the data operation for three to four nonprofit fundraising teams at once, keeping Salesforce clean and each organization's fundraising process running the way it should. The work blends CRM management with client-facing consulting, since the specialist meets regularly with each team to review priorities, fix data issues, and keep fundraisers focused on the right donors. Training includes a proprietary fundraising methodology that this person will help each client implement and sustain.
Key Responsibilities
Client Management
Meet regularly with each organization's fundraising team to review priorities, data needs, open issues, and next steps
Support the implementation and ongoing management of the company's proprietary fundraising process
Monitor each client's use of the process and help ensure required activities, follow-up, and reporting are completed consistently
Data & Salesforce Management
Maintain clean, complete, and accurate donor, contact, account, donation, and prospect records
Manage ongoing data hygiene, including duplicates, incomplete records, inconsistent formatting, and incorrect categorization
Support fundraisers with Salesforce usage, troubleshooting, and best practices
Build and maintain reports, dashboards, donor lists, and prospect segments
Ensure donor calls, emails, meetings, tasks, and follow-up activities are properly tracked
Process & Documentation
Help clients establish consistent processes for data entry, activity tracking, and donor management
Create simple process documentation and Salesforce user guides
Identify opportunities to improve systems, workflows, reporting, and fundraising execution
Provide fundraisers with the data needed to prioritize outreach and follow up consistently
Qualifications
Strong experience using Salesforce, preferably within a fundraising environment
Experience with Salesforce NPSP or ChabadOne is preferred
Excellent attention to detail and commitment to data accuracy
Strong organizational, analytical, and problem-solving skills
Ability to manage priorities and responsibilities across multiple organizations
Comfortable leading regular client meetings and communicating with fundraising professionals
Able to explain technical systems and data issues clearly to nontechnical users
Proactive, process-driven, responsive, and capable of working independently
Willing and able to learn a structured proprietary fundraising methodology