About the Role
The Coordinator, Development Services, plays a crucial role in helping to achieve the organization’s development fundraising goals and objectives through a wide range of cross-functional and administrative responsibilities that support operational and fundraising activities. This position is responsible for administering donor and prospect data management, maintaining data quality and integrity, supporting pipeline and portfolio management, reporting, championing development processes, and ensuring accurate tracking of cultivation and stewardship activity within CRM systems.
Responsibilities
- Maintain accurate donor and prospect records and data integrity in the donor database.
- Act as a central resource and primary coordinator for donor and prospect information in the database, ensuring data quality, process compliance, and adherence to development standards.
- Liaise and collaborate with the CRM team, regional development teams and fundraising support staff to optimize CRM usage and resolve data related issues.
- Establish and manage documentation related to CRM processes, training and data standards and train staff on how to access and use resources.
- Coordinate CRM onboarding and process training activities, develop supporting resources, and identify ongoing training needs across development teams.
- Support the Senior Manager with data requests ensuring data integrity and accuracy, alignment with fundraising priorities, opportunities, and reporting needs.
- Manage the intake and triage of work requests to ensure completeness of information, assignment of work and alignment with established development processes.
- Conduct prospect identification, qualification, and research using internal and external information sources to support fundraising priorities.
- Complete special prospect research requests and projects to support donor development and fundraising activities.
- Maintain donor and prospect records, including research summaries, ratings, relationship tracking, and other relevant information in CRM and related information management systems.
- Maintain prospect pipelines and portfolio information aligned with fundraising priorities.
- Prepare prospect research snapshots, prospect profiles, briefing materials, and other research products to support donor development and fundraising activities.
- Maintain and enhance standard and ad hoc fundraising reports, dashboards, and reporting infrastructure to support fundraising performance monitoring, pipeline management, portfolio planning, and decision-making.
- Coordinate donor and prospect information to support cultivation and stewardship events.
- Lead and oversee the management of events in CRM to ensure fundraising support team members are tracking cultivation events and cultivation or stewardship mailings in CRM.
- Lead and ensure the seamless collection and coordination of information for prospect and donor advancement purposes and cultivation events.
Requirements
- 3+ years working within a major gift environment and supporting all stages of the donor lifecycle.
- Applicants must be currently residing in Canada and legally entitled to work in Canada.
Skills
- Strong understanding of donor and prospect data and databases.
- Ability to manage multiple projects at once and produce high-quality work under tight deadlines while maintaining strong attention to detail.
- Curiosity, resourcefulness and adaptability.
- Superior organizational, project management and resource management skills.
- Knowledge of prospect research tools and databases such as iWave, CharityCan, Grant Connect, or similar platforms.
- Ability to work in a multi-layered, complex, results-oriented institution with multiple internal and external stakeholders.
- A professional and responsive client-service approach.
- Self-motivated, with sound judgement and ethical decision-making skills.
- An ingrained curiosity with an innovative streak; ability to acquire inside expertise without losing outside point of view, have new ideas and be willing to try new things.
- A dedicated team work ethic.
- Comfort using AI-enabled productivity tools and emerging technologies.
- Mastery of various Microsoft Office applications including Excel, Word, PowerPoint, SharePoint, and Outlook.
- Appreciation and understanding of AFP, CAGP, APRA Code of Ethics, Donor Bill of Rights.
Location
- Canada
Work Type
- Hybrid
- Remote
Experience Level
- 3+ years
Education Level
- Post-secondary education in a related field or relevant experience in a similar role
Salary/Compensations
- $60,000 to $68,000
Benefits
- Generous paid time-off package including vacation days, personal days, wellness days, and paid company-wide closure between December 25 and January 1.
- Competitive health, medical, dental and vision benefits.
- Life insurance.
- Disability benefits.
- Employee assistance program (EAP).
- Defined contribution pension plan with employer matching.
- Reimbursement for mobile phones and home office setup.
- Opportunities for professional development.
About the Company
- At Heart & Stroke our mission is to promote health, save lives and enhance recovery.
- We are committed to a culture that exemplifies our core values: champion health, practice humility, embrace change, drive impact, learn and grow and be heartfelt as we work together to beat heart disease and stroke.
- We believe in equity, diversity and inclusion ― it’s embedded in our values and core mission work to support all people in Canada to lead healthier lives.
- We are committed to applying this principle to cultivate a welcoming environment that embraces diversity among our employees.
- At Heart & Stroke, we make it a priority to foster a culture of caring by implementing practices and programs that foster respect, compassion, trust and attentiveness to our own and others’ health and well-being.
Equal Opportunity
- Candidates from diverse backgrounds, including but not limited to, Indigenous peoples, racialized communities, 2SLGBTQIA+ communities, women, and people living with disabilities are encouraged to apply.
- We are committed to fostering an inclusive, barrier-free and accessible environment. If you have been contacted for an interview and require accommodation to participate in the recruitment and selection process, please let us know and we will do our best to address your needs.
