[Hiring] Development Coordinator @Recruitbigfish

Role Description

The Development Coordinator supports Optimize Consulting's major gifts and grants work. You handle the research, data, and coordination behind that work so clients go into every donor and foundation conversation prepared.

• Run wealth screens in iWave and build donor profiles and meeting briefs covering giving capacity, giving history, and interests for consultants, clients, and new business conversations.
• Build prospect and foundation lists for client campaigns, events, donor meetings, and travel, and flag current donors who may be ready for a larger gift.
• Contact donors, prospects, and foundation offices by phone, email, text, and mail to schedule meetings with clients, secure event attendance, and confirm contacts and application guidelines.
• Draft follow-up messages for clients to send donors after meetings and events, and make sure each next step is recorded and completed.
• Keep gifts, pledges, contact history, and moves management stages current in HubSpot, Salesforce, Virtuous, and other client CRMs.
• Support the Grants & Foundations Consultant: track grant deadlines and requirements, and help assemble proposals, reports, and supporting documents.
• Support cultivation events: manage invitation lists, track RSVPs, prepare background briefs on attendees, and coordinate follow-up afterward.
• Turn your prospect research into outreach plans that help clients decide who to approach, how, and when.
• Manage the pipeline of potential funders across client accounts, tracking each prospect’s stage and next step so teams stay on track.
• Generate new high-net-worth leads for clients by identifying individuals, families, and foundations with the capacity and interest to give.
• Pull and prepare data files for client direct mail campaigns, including segmentation, suppressions, and deduplication.
• Contribute to department strategy by sharing what research, pipeline, and outreach results show, and by helping improve team processes and tools.

Qualifications

• Comfort talking with people you have never met: you can call a donor, a foundation office, or a client contact and keep the conversation professional and friendly.
• Quick learning: you take on unfamiliar work before you feel fully ready, ask focused questions, and apply feedback the first time.
• Research and writing: you find information online, judge whether a source is reliable, and summarize what matters in a short, clear profile.
• Discretion: you handle confidential donor and financial information carefully.
• Accuracy and organization: you enter data carefully, track requests from several consultants at once, and hit due dates.
• Ownership of your own week: you plan your work, keep commitments without reminders, and raise problems early.

Requirements

• A development internship, fellowship, or entry-level fundraising role, such as the Koch Internship Program (KIP) or Koch Associate Program (KAP).
• Experience with a CRM such as HubSpot, Salesforce, or Virtuous, or a prospect research tool such as iWave.
• Experience with Asana or a similar task management platform, or familiarity with Getting Things Done.

Benefits

• Health insurance: Optimize Consulting pays 100% of the base health plan for you and your dependents, with upgrade options at your own cost.
• Dental, vision, and life insurance: Employer-paid, at a cost to you of $1 per year.
• Time off: Unlimited PTO. We actively encourage everyone to take at least 20 days per year.
• Holidays: All federal holidays, plus the Friday after Thanksgiving and a Christmas Break.
• Parental leave: 3 months of paid leave for all new parents.
• Retirement: 401(k) with a total company match of up to 4%. Eligible after one year of service.
• Equipment: A laptop, peripherals, and cell phone.
• Location: Fully remote.
• Growth: A defined path to partnership.

Salary

$45,000 - $55,000 per year