Development Operations Coordinator

About the Role

The Development Operations Coordinator is a hands-on operational role responsible for supporting the day-to-day administration of GMFs development systems with a primary focus on Dynamics 365 data quality reporting pipeline tracking and CRM user support. This position helps ensure that donor prospect proposal and stewardship information is accurate current and useful to GMFs Development team leadership and programmatic teams in the US and Europe.

Working closely with the Vice President for Resource Development and colleagues across Development Finance Enterprise Grants and Program teams this role supports consistent CRM use maintains clear development workflows prepares recurring reports and assists with moves-management tracking. This role is administrative and analytical focused on driving team adoption and data discipline across development operations. It also supports the practical application of tools like Microsoft Copilot and Claude for fundraising analysis prospect segmentation briefing preparation and pipeline summaries within established data-use guidelines.

Essential Duties & Responsibilities

Serve as day-to-day administrator and power user for Dynamics 365 and related development platforms supporting data entry standards reporting needs user questions and routine system coordination.

Maintain CRM structures fields lists views and reports that support donor and prospect records fundraising pipeline tracking proposal activity stewardship steps and stakeholder engagement.

Support data governance quality-control processes and data hygiene protocols to maintain system accuracy and reliability.

Coordinate with the Enterprise Team on CRM troubleshooting system enhancements reporting improvements and appropriate use of AI-enabled tools such as Copilot.

Carry out regular data hygiene activities including de-duplication standardization record review and routine audits to ensure clean and actionable fundraising data.

Maintain and support accurate fundraising pipeline records including donor cultivation solicitation proposal and stewardship activities across giving levels.

Support moves-management tracking by keeping stages next steps assignments and activity records current in Dynamics.

Assist with revenue projection support by preparing pipeline reports checking data completeness and flagging inconsistencies for review by the Vice President and development colleagues.

Track acknowledgement stewardship and follow-up steps in the CRM and help ensure donor interactions are recorded accurately and in a timely manner.

Prepare regular pipeline portfolio activity and trend reports to support Resource Development planning and team discussions.

Support grants management tracking by maintaining relevant CRM records deadlines proposal stages award information and stewardship notes that connect pre-award activity to post-award follow-up.

Generate basic reports on grant opportunities proposal status deliverables and funder engagement as requested by Development Grants Finance and Program colleagues.

Help organize grant and funder information in the CRM so it can support reporting stewardship and internal planning.

Maintain CRM reports dashboards and tracking tools that help the Development team monitor fundraising activity portfolio progress stewardship steps and proposal status.

Provide day-to-day CRM user support to Development and Program colleagues including troubleshooting guidance on data entry and help using reports and views.

Create and maintain simple user guides process notes report instructions and CRM documentation to support consistent team practices.

Support onboarding and refresher training for staff who use Dynamics and related development operations tools.

Support operational workflows that improve accuracy reduce errors and make it easier for teams to track development activity consistently.

Document data entry standards deadlines and CRM protocols and help colleagues follow agreed-upon processes.

Monitor data completeness and process follow-through flagging gaps or inconsistencies for Development leadership rather than directly enforcing accountability across teams.

Serve as an operational point of contact for tracking cross-team CRM items reporting needs and development operations follow-up.

Use Microsoft Copilot Claude and other approved tools to support practical fundraising analysis donor and prospect segmentation briefing preparation meeting summaries and pipeline reviews.

Identify opportunities to make CRM reports templates workflows and data summaries more useful for the Development team.

Apply appropriate data privacy confidentiality and responsible-use guidelines when using AI tools or handling donor prospect and organizational data.

Internal & External Contacts

Development Team: Daily collaboration on CRM use data quality reporting pipeline tracking and user support.
Grants Management: Regular coordination on proposal award deliverable and funder tracking information.
Finance Team: Coordination on revenue reconciliation budget inputs and related reporting needs.
Enterprise Team: Regular partnership on Dynamics support troubleshooting reporting improvements and approved AI tools.
Program Teams: As-needed coordination on funder proposal stewardship and reporting information.
External Partners: Occasional communication with vendors consultants or technical support providers as directed.

Knowledge Skills & Abilities

Hands-on experience using and administering CRM systems preferably Dynamics 365 in a fundraising advancement or nonprofit operations context.
Strong attention to detail and commitment to accurate complete and well-organized data.
Ability to produce clear reports dashboards lists and data summaries for development staff and leadership.
Familiarity with fundraising pipelines prospect tracking moves management stewardship and donor/prospect records.
Ability to document processes train users troubleshoot routine CRM issues and support consistent team practices.
Comfort working across teams and communicating clearly with colleagues who have varying levels of technical experience and myriad cultural contexts.
Familiarity with Microsoft Copilot Claude or similar AI tools for practical analysis summarization segmentation and briefing support.
Sound judgment regarding confidentiality data privacy donor information and responsible use of technology.
Interest in GMFs mission transatlantic work and global policy issues.

Education & Experience

Required:
Bachelors degree or equivalent combination of education and relevant experience.
2-3 years of experience in development operations advancement services CRM/database administration fundraising operations nonprofit data support or a related role.
Hands-on experience with CRM platforms; Dynamics 365 experience strongly preferred.
Experience maintaining donor prospect proposal grant or stewardship records.
Experience preparing reports lists dashboards or data summaries for internal users.
Demonstrated ability to support users document processes and improve data quality.
Commitment to mission-driven work and collaborative team culture.

Preferred:
Experience working in a nonprofit fundraising think tank policy higher education or advancement environment.
Direct experience using Dynamics 365 for fundraising donor management pipeline tracking or reporting. Familiarity with NetSuite also helpful but not essential.
Familiarity with moves-management practices prospect segmentation and fundraising analytics.
Familiarity using AI tools such as Microsoft Copilot or Claude to support analysis summarization or briefing preparation.