Development Operations Senior Coordinator

Position

The Development Operations Senior Coordinator is a key member of the Development team, providing operational, data management, and project coordination support. This position helps ensure the effective management of institutional and individual fundraising efforts through the maintenance of accurate donor and grant records, coordination of grant workflows, budget tracking, and cross-departmental collaboration.

Working closely with Development, Finance, and Program teams, the Coordinator will help manage systems and processes that support proposal development, reporting, stewardship, and strategic planning, with a focus on institutional giving. Based in our NY office four days per week, and reporting to the Director of Institutional Giving, this role is ideal for a highly organized professional who enjoys data management, project coordination, and building efficient systems to support fundraising success.

Key Responsibilities

Grants Management and Fundraising Operations
Maintain accurate donor records, grant information, and fundraising activity within Salesforce.
Oversee grant tracking systems, ensuring proposal, report, payment, and stewardship deadlines are up to date.
Generate reports, dashboards, and fundraising data to support Institutional Giving strategy and decision-making.
Support prospect research and foundation portfolio management activities.
Maintain donor records related to contacts, gifts, grants, correspondence, and funding history.
Project Management and Workflow Coordination
Manage Monday.com workflows for foundation proposals, reports, and related projects.
Coordinate timelines and deliverables across Development, Program, Finance, Marketing, and Operations teams.
Monitor project progress and follow up with colleagues to ensure deadlines are met.
Assist in the development and implementation of streamlined grant management processes and best practices.
Partner with program staff to collect program highlights, anecdotes, and other key metrics for reporting purposes.
Support team planning efforts by maintaining calendars, schedules, and project tracking systems.
Budget and Financial Coordination
Serve as a liaison between Institutional Giving and the Finance team regarding grant budgets and financial reporting.
Assist in the preparation, review, and tracking of grant budgets.
Coordinate the collection of financial information required for foundation proposals and reports.
Ensure budget information contained in proposals and reports aligns with grant agreements.
Data Integrity and Systems Administration
Maintain data quality within Salesforce through regular audits, updates, and process improvements.
Support the creation and maintenance of fundraising reports, dashboards, and prospect tracking tools.
Identify opportunities to improve data management and operational efficiency across the Institutional function.

Qualifications

At least 4 years of professional experience in nonprofit fundraising, development operations, grants management, project coordination, or a related field.
Knowledge and familiarity with the Jewish community and philanthropic landscape preferred but not required.
Demonstrated experience working with Salesforce (preferred) or a comparable CRM system.
Experience using project management platforms such as Monday.com, Asana, or similar tools.
Strong organizational skills and exceptional attention to detail.
Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment.
Experience working with budgets, financial data, or grant financial reporting preferred.
Excellent written and verbal communication skills.
Strong analytical and problem-solving abilities.
Proficiency in Microsoft Office applications, particularly Excel.
Ability to work both independently and collaboratively across departments.
Commitment to SHI NA's mission and values.
BA / BS or equivalent