Fast Facts
CodePath seeks a Senior Development Associate for its remote Philanthropy team to enhance fundraising efforts. This full-time role focuses on CRM data management, gift processing, and prospect research to help scale philanthropic partnerships.
Responsibilities: The Senior Development Associate will manage CRM data, oversee gift processing, conduct prospect research, and support the fundraising team in their activities.
Skills: Candidates should possess skills in data analysis, CRM maintenance, prospect research, and excellent communication abilities.
Qualifications: Preferred qualifications include 2+ years of experience in development operations, familiarity with grant processes, and proficiency in CRM systems, preferably HubSpot.
Location: Remote, United States
Compensation: $65000 - $85000 / Annually
About the Role
Location: Remote, United States
Role Type: Full-Time
Reports To: Senior Director, Development
Compensation: $65,000 - $85,000 per year
CodePath is at an inflection point as we launch our 5-year strategic plan to scale our organization in its next phase of exponential growth, increasing our impact from 10,000 students served annually to 100,000 students by 2028. To accomplish our ambitious mission of reprogramming higher education in the US, we must uplevel our fundraising and operational excellence, ensuring that CodePath can scale effectively and execute quickly to serve our students.
CodePath is seeking a Senior Development Associate to support the key data, systems, and processes that drive the success of our Philanthropy team, with a specific focus on our CRM data, gift processing, and prospect research. As a dynamic member of CodePath’s Philanthropy Team, you will lead and support key functions in both institutional and major gifts fundraising, working closely with portfolio managers and the vice president to ensure that CodePath continues to successfully identify, secure, and steward philanthropic partnerships.
The ideal candidate will have a high degree of data literacy and enthusiasm for managing CRM data and core projects alike. You will be a strategic and analytical thinker, confident working through ambiguity and bringing solutions to the problem-solving table. As a self-driven learner, you’re confident and proactive in picking up new technologies, and eager to ensure that the team fully optimizes its tools, systems, and processes.
This role offers an exciting opportunity to learn and build both institutional and major gifts fundraising expertise while driving exponential growth at one of the nation’s most ambitious and high-performing nonprofits.
Key Activities
Development Operations and CRM Maintenance:
- Collaborate with the team and VP, Philanthropy, ensure the high-quality development, maintenance, and continuous improvement of the fundraising team’s tools and systems
- Ensure that CodePath’s CRM, HubSpot, is well-maintained and up-to-date, including conducting routine audits for team review, managing fundraising reports and dashboards, and facilitating core fundraising activities
- Work closely with fundraising team members to ensure that training resources and SOP (standard operating procedures) documentation is up-to-date and fully supports the team in driving fundraising excellence
- Collaborate with the finance team to ensure regular reconciliation and alignment between CRM and financial data
- Maintain foundation, corporation and individual donor files, collaborating closely with our team’s executive assistant to ensure that all documentation is uploaded and updated in the appropriate share drive and CRM locations
- Proactively drive the continuous improvement of our CRM and fundraising systems in concert with the VP, Philanthropy, and Business Operations team
Prospect Research and Grants Management Support:
- Lead the prospect research process, including driving the bi-weekly team qualification meeting and conducting initial research on all prospective corporate, foundation, and individual donors identified for further qualification
- Conduct prospect research to high-potential philanthropic opportunities for institutional and major gifts support
- Collaborate with the fundraising team as a strategic thought partner to help broker institutional grants and attract new donors
- Support the management of fundraising collateral, including the development of presentations, reports, proposals, and other stakeholder communications
Gift Processing and Donor Stewardship Support:
- Oversee gift processing for all donations, in partnership with Finance and the Philanthropy team’s executive assistant to document, process, and acknowledge all gifts
- As fundamental components of gift processing and donor stewardship, carefully review grant agreements for signature, drive the timely acknowledgement of donations, oversee and support the proper filing and updating of all documentation, and ensure data is recorded in HubSpot to position the team for outstanding stewardship
Qualifications
- 2+ years of related experience, ideally supporting development operations for a small to mid-sized development team
- Experience with the institutional fundraising process, including grant-writing and reporting, gift processing, and donor identification, cultivation, and stewardship
- Experience with and passion for data analysis, CRM database maintenance, and process improvement; HubSpot experience a plus
- Incredibly keen attention to detail with technical skills in building and editing project budgets, importing and exporting files to/from Google sheets, and CRM data hygiene practices
- Experience conducting prospect research with a balance of efficiency and efficacy for institutional and individual donors; knowledge of Candid/Foundation Directory Online and Wealth-X/RelSci a plus
- Experience supporting board and executive fundraising reports, including developing presentations, editing documents, and building basic financial reports
- Highly organized and proactive communicator, skilled at managing multiple priorities and projects from start to finish
- Comfortable proactively working through ambiguity and confident in learning new technologies, tools, and systems independently
- Outstanding relationship-building skills and a keen understanding of how to support multiple team members in the fundraising process
- Enthusiasm for CodePath's mission and a commitment to equity and inclusion
