Key Relationships Experience Coordinator

Main areas of focus: Salesforce Governance, Reporting Infrastructure, Data Integrity, Operational Coordination, Project ManagementLocation: Remote - U.S. only.Eligibility: At this time, we are only considering candidates who are eligible to work in the United States without the need of company sponsorship now or in the future. JOB SUMMARY You’ll partner with the Key Relationships Experience team (KRX) to support the systems, reporting, and operational workflows that power thoughtful experiences for our major donors (The Well, The Pool, and 1 Million Lives). Reporting to the KRX Associate Director, you’ll work cross-functionally across the organization to help maintain accurate donor data in Salesforce, support reporting and financial coordination, manage membership tracking and list preparation, and provide operational support across the team. Your attention to detail, strong organizational skills, and passion for building reliable systems will help ensure our donor programs run smoothly and enable the team to deliver meaningful, high-touch experiences for our most engaged supporters.YOU’LL BE RESPONSIBLE FOR… Salesforce Governance and Revenue OperationsEnsuring accuracy and integrity of donor data and membership tracking. This includes:Salesforce updates and data accuracyPledge approvals and membership status trackingNew member and renewal trackingMembership pipeline hygieneSalesforce event updates (including RSVP list updates)Monitoring donor records for accuracy and completenessPerforming data upkeep, analysis, and reporting across Salesforce and various platforms like Box, Dropmark, etc. This will include cross-referencing documents, pulling data reports, conducting audits, and ensuring information is organized and accurate across platformsReporting, Insights, and Financial CoordinationSupporting reporting needs and maintaining alignment with Finance. Including:Reporting accuracy and dashboard maintenanceOverseeing the production of donor impact reports Event and field travel ROI trackingTop 200 reporting preparationFinance alignment and monthly reconciliation preparationPreparing reports and supporting data requests across teamsConcur invoice submission support (KRX-related expenses only)Donor Experience Operational SupportSupporting core operational workflows that power the donor experience. Includes:Impact report project management (data population, routing to Rep for review, overseeing print and delivery)New Well member onboarding workflow managementList pulls for communications, invitations, and reportingCoordinating data needs for donor communicationsManaging our merchandise inventory and gifting platform Coordinating staff videos for new donors Proofreading major donor pitches Assisting with coordination of donor gifts and shipments as neededProcess Improvement and Systems DevelopmentIdentifying opportunities to streamline workflows and strengthen operational systems across the KRX team. This includes:Supporting automated process developmentAssisting with improvements to Salesforce workflows, reporting tools, and data systemsMaintaining internal operational workflows and documentationSupporting the experience of major donor trips and events, including: Working on guest lists, event registration systems, event check-in, as well as providing occasional onsite support when neededOrganizing and maintaining materials in an online storage system YOU MUST HAVE… A bachelor's degree1–2 years experience in operations, nonprofit programs, or revenue operationsFamiliarity with a customer relationship management (CRM) tool (Salesforce strongly preferred) Strong attention to detail and the ability to turn around tasks in a timely manner Strong data management and organizational skillsComfort working with spreadsheets, reports, and dashboardsAbility to multitask and remain calm under pressure Proficiency in Apple, Google and Microsoft products, especially Excel IT’S A BONUS IF YOU HAVE… Project management experience Copywriting experience YOU’LL BE SUCCESSFUL IF... You love to organize. When something doesn’t have a place, you make one for it and empower others to do the same. You can handle and prioritize multiple projects of various origins at once. You can turn any meeting or email thread into actionable items for multiple people. You value precision. You’re meticulous. You know accuracy is important regardless of whether anyone is watching, and you strive for excellence in every detail. You take initiative. You see something that needs improvement and you take action. You propose solutions to problems that will help everyone do their jobs better. You enjoy gathering information and presenting it in ways that help teams make decisions.You’re an excellent listener. You hear the goals of our teams and are able to interpret those and turn them into projects and results that make sense for charity: water. You’re able to read between the lines and manage expectations. You can pick things up quickly because you’re