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 Titan100. We Have a BIG Vision. 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. We Need a Strong NonprofitData 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. Are You the Right Fit? 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. The Right Fit Will Have Intermediate 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, ParishSoft, etc. The Role Will Perform the Following Activities 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 Agency’s standard of excellence. Produces, coordinates, and monitors all nonprofit partner project timelines and deliverable tracking Provides excellent file management and workflow for all Nonprofit Partner deliverables Gathers nonprofit data, formats, and performs analytics to The Root Agency’s established proprietary processes Provides CRM training Supports coordination and content guidance of communications projects from start to finish Effectively facilitates internal and external meetings Enroll participants and input product into The Root Agency’s learning management system Coordinates daily communications via telephone, email, and other software applications used by The Root Agency and our client partners. All other projects/duties as assigned Estimated Percentage of Work Time Allocation Client Meetings and Communications 20% Travel 10% Key Expected Performance for This Role Present/Available for all work hours based on client needs Coordination, Quality Assurance, and Set Up for all assigned meetings assigned to this role Prepare all materials to our Standard of Excellence Consistently Communicate with Clients According to our Standard of Excellence We Are a Hybrid Company. Our headquarters is located at 424 Skinner Blvd, APT A, Dunedin, FL. We currently serve clients nationwide. Our team members and vendors are located across the US. Company core hours are from 8:30 AM - 5:00 PM Eastern, Monday – Friday. We prioritize our clients’ needs, which sometimes requires meetings, work sessions, and travel beyond these hours This is a Part-Time, In-Office Position. This position is an in-office position as we collaborate as a team, and we are in a high-growth phase of business. Candidates must live within a commutable distance of TRA headquarters The compensation for this position is $26-$30 per hour for 20 hours per week with budgeted performance-based bonuses The hours for this position are 9:00 AM –2:30 PM Monday –Thursday After completing the 90-day probationary period this position becomes eligible for: 10 days of PTO (first year is adjusted depending on hire date; as of June 1, the new hire will be eligible for 5 PTO for the remainder of the calendar year.) which can be used for sick/personal/vacation leave, 7 federal holidays, and 15 business closure days (34 days total). This includes TRA business closure the week of Thanksgiving and two weeks at the end of the calendar year. An investment in professional development opportunities: TRA provides tracks for PMP and CFRE Certification Meaningful work in a supportive team environment. Part II: (Video Submission Required) Why do you want to work with us? Explain how your experiences and skills align with this job post. #J-18808-Ljbffr The Root Agency, LLC.