Fundraising Data and Administrative Coordinator
United Way Forsyth County
Position Summary:
The Fundraising Data and Administrative Coordinator supports business needs with a strong focus on data integrity, donor systems management, and campaign operations (75%), while also providing essential administrative support to leadership and fundraising initiatives (25%). This role is critical in managing and optimizing platforms such as Andar (inc. ePledge) and GiveSmart to support electronic giving, data reporting, donor engagement, and internal coordination.
REPORTS TO: C hief Development Officer
Position Duties & Responsibilities
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required.
Data & System Support (75%)
- Serve as the primary Andar administrator, providing expert-level guidance, troubleshooting, and training to internal staff on key database functions.
- Oversee data quality and conduct regular audits, clean-up projects, and reconciliations with Finance to ensure campaign and donor records are accurate.
- Manage donor data flow across third-party platforms, i.e. GiveSmart; maintain and segment mailing lists, ensuring alignment with communication strategy.
- Build and execute complex queries to support campaign segmentation, reporting, and strategy.
- Lead and support ePledge deployment, troubleshooting issues for workplace campaign champions and donors, and serving as a liaison with App Support Services.
- Collaborate with Finance to manage donation records, adjustments, reconciliations, and annual audit preparation.
- Execute direct mail and digital campaigns in collaboration with organizational strategy, ensuring timing, list accuracy, and technical execution.
- Develop and maintain accurate donor and constituent records, including interaction histories and event participation data.
Administrative Support (25%)
- Provide calendar management, meeting scheduling, and coordination of logistics for internal and external stakeholders.
- Manage campaign materials inventory, reordering, and logistics for distribution.
- Support event logistics, donor mailings, and routine data updates resulting from donor communications.
- Coordinate scheduling, prepare internal reports and dashboards, and assist in special projects related to fundraising and engagement.
- Serve as a point of contact for routine inquiries, redirecting or escalating as appropriate.
Flexibility
- UWFC is evolving with our changing external environment. Flexibility and adaptability are key attributes for this position. This position requires in-office work a minimum of 4 days per week.
- A willingness to take on additional duties to ensure the success of the team is essential.
- Occasional local travel may be required with some events/tasks outside of traditional work hours.
Qualifications
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and be present while performing those functions. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives. The individual should have effective communication skills, attention to detail and organization, and flexibility and adaptability. The individual will also maintain knowledge of trends, best practices, and research in his/her area of responsibility to enhance development practices.
Education and/or Experience
- Bachelor’s degree in information systems, Business Administration. Related field and/or work experience will be considered as appropriate.
- 2+ years of experience in data management & operations, data systems, and CRM management (Andar a plus) in a nonprofit environment.
- Excellent technical proficiency in Microsoft Office Suite, donor database platforms and reporting tools.
- Demonstrated ability to maintain data accuracy and uphold donor confidentiality.
- Excellent problem-solving and organizational skills; ability to remain professional and composed under high-pressure situations.
- Knowledge of Forsyth County and the human service sector is preferred.
Must have excellent written and verbal communication skills, a strong reputation for integrity and professionalism, ability to resolve conflict constructively, strong performance management and evaluation capabilities including the willingness and ability to ensure accountability, ability to build strong relationship both inside and outside UWFC, ability to think strategically, commitment to fostering an inclusive environment consistent with UWFC's commitment to diversity and inclusion. Must have the ability to prepare, explain, and monitor data performance, manage projects and workload, and engage constructively with the other members of the UWFC team.
Physical Requirements: ability to move papers or supplies weighing up to 20lbs.
NC Driver’s license and auto insurance are required.
This is a hybrid position; minimum of 4 days in the office.
FLSA Status: Exempt
We offer a full health benefit package with 12 paid holidays, PTO, 401K, & defined contribution plan.
EOE
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