Coordinator, Prospect Management

1 Month ago • 1-2 Years • Administrative

About the job

SummaryBy Outscal

Must have:
  • Fundraising Experience
  • Data Management
  • Analytical Skills
  • Communication Skills
Good to have:
  • Salesforce Experience
  • Raiser's Edge
  • Blackbaud CRM
  • Microsoft Office
Perks:
  • Generous Vacation
  • Comprehensive Benefits
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Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. With more than 600 health centers across the country, Planned Parenthood organizations serve all patients with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives.

Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates operating health centers across the U.S. Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America. The Action Fund engages in educational, advocacy, and electoral activity, including grassroots organizing, legislative advocacy, and voter education.

Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (PPAF) seek a self-motivated and detail-oriented Coordinator, Prospect Management. This job reports to the Director, Prospect Management & Strategy in the Principal and Major Gifts department (PMG) of PPFA. The PMG department raises revenue from high net-worth individuals and families by building and deepening relationships to yield six-, seven-, and eight-figure gifts to support the mission of PPFA, PPAF, PPVotes, and the Federal PAC.

Purpose:  The Coordinator, Prospect Management is responsible for comprehensive administrative, events, research, and data support to the PMG department. The position will balance multiple evolving deadlines for projects related to frontline fundraising and high-touch donor data management in support of the PPFA Principal and Major Gifts Team and the affiliate partners in the Collaborative Fundraising Program (CFP). 

Delivery: 
Under the supervision of the Director of Prospect Management & Strategy, the Coordinator will assist members of the Frontline Fundraising team and the Prospect Management team in this hybrid-support role. 

Specific responsibilities include:
● Support major gifts officers in documenting all fundraising activity in the donor database, including donor intelligence, revenue tracking, and general donor database management.
● Assist in the preparation of proposals, reports, correspondence, gift acknowledgments, donor/prospect meeting briefings, event briefings, and large-scale donor mailings.
● Ensure materials are accurate and packaged in accordance with PPFA/PPAF regulations.
● Conduct basic research to gather background information on donors and prospects.
● Assist with the maintenance and execution of the Portfolio Assignment Request queue, which tracks and documents all portfolio changes being made by PPFA and CFP gift officers in the donor database.
● Ensure the accuracy of moves management data and the PMG pipeline in Salesforce. 
● Assist in the auditing, maintenance, and review for accuracy of donor records. 
● Maintains a directory of database reports for the principal and major gifts team and CFP partners. 
● Maintain a directory of electronic resources for the principal and major gifts team and CFP partners.
● Conduct administrative responsibilities such as note-taking, scheduling, and data entry as needed.


Engagement: 
● This individual will partner with gift officers on the frontline fundraiser's team (70%) and collaborate with members of the Prospect Management team (30%) in support of vital business processes and data integrity across both teams.

● This individual will work closely with other coordinators and specialists, as well as staff members across the Strategic Operations teams and the CFP, to ensure that data and activity are compliant, comprehensively recorded, and well maintained. 



Knowledge, Skills, and Abilities (KSAs): 
● At least 1 to 2 years of related experience in fundraising, research, data management, administration, and/or analytics. 
● Natural curiosity and ability to synthesize large amounts of data into a clear and concise format. 
● Strong analytical, organizational, time management, and communication skills.
● Exceptional attention to detail. 
● Excellent problem-solving skills, initiative, and resourcefulness.
● Strong interpersonal skills; ability to work in a team environment with multiple clients and stakeholders, both internal and external.
● Ability to work independently and manage large projects; ability to investigate an issue and ask thoughtful questions.
● Experience with Microsoft Office and/or Google G Suite Business Solutions 
● A keen interest and flexibility to quickly learn new systems and software; experience with relational databases (SalesForce, Raiser’s Edge, Blackbaud CRM) a plus. 
● Flexible nature and comfort in working in a dynamic and constantly evolving environment. 
● A deep commitment to Planned Parenthood’s mission and an inclusive and equitable work environment.

TRAVEL: 0-25% 

$55,000 - $60,000 a year
Total offer package to include generous vacation + sick leave + paid holidays, individual/family provided medical, dental and vision benefits effective day 1, life insurance, short/long term disability, paid family leave and 401k. We also offer voluntary opt-in for Flexible Spending Account (FSA) and Transportation/Commuter accounts.   

We value a truly diverse workforce and a culture of inclusivity and belonging. Our goal is to attract qualified candidates and encourage applications from all individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law.  We're committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.

PPFA participates in the E-Verify program and is an Equal Opportunity Employer.

#LI-SY1
*PDN-HR

Roles that are denoted as NYC, DC, or both will work a hybrid schedule, requiring 2-3 days per week in the office unless the role is denoted as onsite, which requires working onsite full time or 5 days per week.
Total offer package to include generous vacation + sick leave + paid holidays, individual/family provided medical, dental and vision benefits effective day 1, life insurance, short/long term disability, paid family leave and 401k. We also offer voluntary opt-in for Flexible Spending Account (FSA) and Transportation/Commuter accounts.   

We value a truly diverse workforce and a culture of inclusivity and belonging. Our goal is to attract qualified candidates and encourage applications from all individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law.  We're committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.

PPFA participates in the E-Verify program and is an Equal Opportunity Employer.

#LI-SY1
*PDN-HR

Roles that are denoted as NYC, DC, or both will work a hybrid schedule, requiring 2-3 days per week in the office unless the role is denoted as onsite, which requires working onsite full time or 5 days per week.
View Full Job Description
$55000L - $60000L/yr (Outscal est.)
$57500L/yr avg.
New York, New York, United States

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