Position Summary: Working within the Development Office, this position will provide support for all database and portfolio management work. This position is responsible for all payment processing, donation tracking, designation tracking and execution, and overall management of the CRM database. Working collaboratively across the development team, this position will oversee the health and integrity of all development-related data. This position will properly upload records, scrub records, and create new records. Additionally, this position will pull all email and mailing lists, providing accurate data based on requests. This position will also assist with all prospect research, providing detailed donor briefing documents for all meetings and ensuring briefing documents are uploaded and meeting notes are recorded. This position will assist with moves management and portfolio management, ensuring accurate information is maintained and proper fundraisers are assigned. The development database coordinator will ensure all donors are consistently and properly stewarded for donations. The position will work within NeonOne CRM, GiveSmart, and any other required software platforms.

Qualifications:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Represent Legacy Christian Academy faithfully, loyally, consistently and clearly in all communications with all Legacy constituents.
• Work well independently and collaboratively under extremely tight deadlines, on several projects concurrently, and possess excellent communication, organizational and creative thinking skills.
• Strong initiative.
• Project management, organizational and prioritizing skills; problem solving and organizational skills; attention to detail is imperative.
• Software proficiency in database management (NeonOne), Microsoft Office and Google email.

Education/Experience:

Hold a BA or BS degree from an accredited postsecondary institution or comparable experience; preference for degree or experience in a related field, and a minimum of two years of experience in a related field.

Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Database Management:

• Working knowledge of FACTS student information system
• In-depth knowledge of NeonOne system and ability to run queries, exports and imports of data
• Working knowledge of various fundraising platforms including GiveSmart

Portfolio Management:

• Update prospect research briefings utilizing wealth insights data and NeonOne notes
• Aiding in moves management processes by updating opportunities and their status
• Work with Director of Annual Giving to update portfolio assignments with proper fundraiser(s)
• Track stewardship activities in NeonOne to ensure all donors are properly thanked

Administrative:

• Regularly pull and clean mailing lists
• Oversee all reporting and forecasting work
• Oversee all portfolio management work including ensuring portfolios are properly aligned and updated; providing portfolio reports; and supporting all portfolio management meetings
• Build dashboards for regular senior leadership and board reporting
• Ensure all stewardship tasks are completed and reflected in the database
• Oversee all stewardship administrative tasks including regular tax receipt process and annual tax statements
• Complete prospect briefing notes for all new families and all top donors on an annual basis; update all briefing notes before and after meetings take place

Apply online by clicking here.