Development Services Coordinator

POSITION SUMMARY:

The Development Services Coordinator serves as the primary administrator of the Diocese of Charlotte Development Offices Blackbaud Raisers Edge NXT constituent relationship management (CRM) system. This position is responsible for ensuring the integrity consistency and effective utilization of the donor database while supporting fundraising stewardship reporting and donor engagement efforts across the Development Office.

The coordinator develops and maintains standard operating procedures (SOPs) for all CRM users provides user training and support oversees data quality and security creates reports and dashboards manages queries and exports and identifies opportunities to automate and improve business processes. Working collaboratively with Development Office staff the Catholic Foundation Finance Office and other diocesan departments this position ensures that accurate donor information is available to support fundraising strategy donor stewardship and organizational decision-making.

KEY RESPONSIBILITIES:

• Serve as the primary administrator for Blackbaud Raisers Edge NXT ensuring the integrity security organization and effective use of all constituent donor gift pledge and fund records.
• Develop implement and maintain database standards and Standard Operating Procedures (SOPs) to ensure consistent data entry gift processing reporting and system utilization by all CRM users.
• Create and manage queries reports dashboards and data exports that support fundraising stewardship financial reconciliation campaigns leadership decision-making and organizational reporting.
• Oversee database quality control including routine audits duplicate management data cleanup record maintenance imports and other processes that ensure accurate and reliable donor information.
• Lead CRM automation and business process improvements by identifying opportunities to streamline workflows improve efficiency and maximize the functionality of Raisers Edge NXT and related Blackbaud applications.
• Provide user support training and technical guidance for Development Office staff ensuring consistent adoption of database policies best practices and efficient system utilization.
• Support fundraising and donor stewardship efforts by preparing mailing lists donor segmentation acknowledgment reports prospect information campaign data and other constituent information needed for development initiatives.
• Collaborate with the Development Office Finance Office Catholic Foundation and other diocesan departments to ensure accurate gift recording financial reconciliation data sharing and reporting.
• Monitor system performance user access and database security maintaining appropriate permissions and ensuring compliance with diocesan policies regarding confidential donor information.
• Remain current on Blackbaud enhancements and industry best practices recommending and implementing improvements that strengthen the Development Offices fundraising and constituent management capabilities.

OTHER RESPONSIBILITIES:

OTHER RESPONSIBILITIES:

• Assist with gift processing and donor acknowledgment workflows as needed.
• Coordinate data support for annual appeals capital campaigns planned giving and special events.
  Serves as the designated steward of assigned Crypta table(s) and is accountable for maintaining the accuracy completeness integrity and timeliness of all data within the assigned table.
• Ensures that all required data elements of assigned Crypta table(s) are correctly entered and updated promptly upon becoming aware of any changes.
• At a minimum conducts a weekly review to identify and process any changes that have not otherwise been reported.
• Adheres to established standards and procedures including selecting values from system drop-down lists whenever available and following diocesan guidelines for the completion of all other data fields.
• Timely and accurate maintenance of assigned data is an essential responsibility and a key measure of successful job performance.
• Maintain user documentation reference guides and training materials.
• Participate in departmental planning meetings and professional development opportunities.
• Perform other duties as assigned.

Requirements

POSITION REQUIREMENTS:

Education

• Associates or Bachelors degree preferred but not required in Information Systems Business Administration Data Analytics Communications Fundraising or a related field.

Experience

• Minimum of three years of experience administering Blackbaud Raisers Edge a comparable donor CRM or other technically complex CRM system.
• Demonstrated experience with reporting querying importing exporting and data management.
• Experience developing written procedures and training documentation.
• Experience supporting nonprofit fundraising operations preferred.
• Experience supporting multiple users within a CRM environment preferred.

Skills

• Advanced proficiency in Blackbaud Raisers Edge NXT preferred upon hire and required within 6 months of date of hire in this role.
• Strong understanding of database structure constituent management and fundraising operations.
• Experience creating queries exports dashboards reports and automated workflows.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Excellent organizational and project management abilities.
• Strong written and verbal communication skills.
• Ability to translate technical concepts into user-friendly procedures.
• Proficiency in Microsoft Excel Word Outlook and Office 365.
• Experience with Power BI Power Automate Power Query or similar reporting and automation tools is desirable but not required.
• Ability to maintain confidential donor and financial information.
• Demonstrated commitment to customer service and collaborative teamwork.

Physical

The physical requirements described here are representative of those that must be met by an employee to successfully perform the Responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the positions Responsibilities.

• The position requires the ability to sit or stand for prolonged periods; frequent keyboard use/repetitive hand motion; occasional reaching/pushing/pulling/working overhead; occasionally lifting/carrying up to 25 lbs.

WORKING ENVIRONMENT:

• This is an onsite position at the Pastoral Center for the Roman Catholic Diocese of Charlotte.
• Standard work office environment with extensive computer usage.
• Periodic travel within the Diocese of Charlotte for training and support.

ABOUT THE DIOCESE OF CHARLOTTE:

The Roman Catholic Diocese of Charlotte encompasses 2750 employees across 93 parishes and missions and 20 Catholic schools in 46 counties of western North Carolina with a growing Catholic population of more than 575000.

Required Experience:

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