Under the supervision of the Chief Financial and Administrative Officer, the Database Coordinator is responsible for oversight and completion of informational and financial data entry processing and reporting in the organization’s current donor database software (Blackbaud CRM). This position will work closely with the Development team to ensure high standards in data integrity and maintain accurate, effective and accessible records and reports that support Charlotte’s fundraising, prospecting, campaign and event activities.  The Database Coordinator will serve as the internal database expert, able to confidently fulfill user requests, perform system maintenance, and define/document best practices and policies for data integrity. In 2026, Charlotte will be transitioning to a new donor database software, Microsoft Dynamics 365. The Database Coordinator will be responsible for leading and ensuring a smooth transition from Blackbaud CRM to Microsoft Dynamics 365.

 

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CRM Database Responsibilities:

• Oversight of constituent & informational data entry into CRM; assist with pledge and payment entries when necessary.
• Produce mailing lists for all donor and community-related mailings, e-blasts, and special events.
• Assist staff with creating and maintaining events in the event module of CRM.
• Produce pledge cards for all fundraising events throughout the year.
• Produce pledge and payment acknowledgement letters and postcards.
• Producing and mailing reminder statements and annual tax substantiation letters to donors.
• Liaise with the Finance Department on the monthly reconciliation of pledges and payments and other reporting needs.
• Assist with rollover process into new campaign years in CRM.
• Work with Marketing and Development teams to plan and execute direct mail efforts, including creating marketing efforts in CRM and producing data lists.

CRM Database Reporting:

• Create and manage database reports, visualizations and dashboards.
• Creating and maintaining queries & export definitions in CRM.

Database Maintenance:

• Conduct data integrity testing and data clean-up tasks.
• Ensure the hosted CRM environments (staging and production) are maintained appropriately (tracking the testing, development, upgrades, etc.) and are easily accessible by authorized users.
• Perform global changes, clean-ups, and system maintenance procedures.
• Set-up, schedule and monitor database system processes and queues.
• Investigate and troubleshoot errors encountered by users and escalate cases to support where needed.

Team Support:

• Work with senior leadership to identify needs and develop/implement database-related processes and instructions that optimize fundraising objectives.
• Develop systems and strategies to enable tracking, oversight and delivery of key projects, including organizational dashboards.
• Identify and implement business process improvements and related system enhancements for functional use, including the improvement of efficiencies through automated routines to perform tasks.
• Work closely with the Finance and Development departments to enhance processes and efficiencies.
• Train and maintain the knowledge level of all staff on the use of the database, including ongoing support and continual training as needed, with the goal of empowering staff to be able to perform tasks independently going forward.

 

Perform other duties and responsibilities as required, assigned, or requested.

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Key Skills and Qualifications

• Strong computer skills, specifically in Microsoft applications (Word, Excel, Outlook, Teams and Power BI). Experience with Blackbaud’s FENXT and Blackbaud’s CRM (or other nonprofit software) is preferred but not required. Microsoft certification is a plus.
• Advanced skills with project management software, and an aptitude for learning new software and systems.
• Strong attention to detail and accuracy.
• Self-motivated with ability to prioritize multiple demands and meet deadlines.
• Outstanding verbal, written and interpersonal communication skills
• Possess a positive attitude and be a proven team player.

Ability to handle confidential financial and personal information with discretion and sensitivity.

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Other Job-Related Requirments

• This position requires weekday office hours plus occasional weekends or evenings with the ability to create a limited hybrid work environment.
• This position must be based in the greater Charlotte area.

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How We Care For You

The Jewish Federation of Greater Charlotte proudly offers a competitive compensation and benefits package which includes:

• Salary range: $58,000-$62,000, commensurate with experience.
• Four Weeks of Paid Time Off, Days Off for Jewish Holy Days, and Early Closure for Shabbat
• Generous Medical, Dental, Vision, Life and Disability Benefits
• 401k Plan with an Employer Contribution and Match
• Professional Development and Skill Building Opportunities
• Flexible and Hybrid Work Environment
• Shalom Park Discounts for JCC Membership and Shalom Park Schools