Donor Data Integration and Workflow Specialist (Volunteer)

Donor Data Integration and Workflow Specialist (Volunteer)

* Note: The following is an opportunity for flexible, part-time, volunteer work. 

Please DO NOT APPLY if you are only looking for paid employment. All positions are remote / work-from-home. Must be fluent in English

About Us:

WhoWhatWhy is a non-partisan news organization that focuses on finding the truth. As a startup, we are looking for people who would bring structure and scale to the complex growth challenges of a nonprofit organization by rolling up their sleeves to get stuff done! Our organization is a nonprofit that is not funded by a zillionaire. We do not accept corporate ads. As such, we are only currently able to pay a small core team, as well as experienced professional freelancers, relying primarily on skilled volunteers to fill out our growing organizational infrastructure.
Age does not matter. We have among us young students, vibrant retirees, and everything in between, from all walks of life. Join us! 

Position Summary:

WhoWhatWhy is seeking a dedicated professional to optimize and streamline our donor data management system, enhancing both technical and relationship aspects of high-touch fundraising. This role is pivotal in designing Salesforce data fields, creating efficient workflows, and ensuring that donor-facing teams have the tools they need to build lasting relationships with major donors.

As a nonprofit organization that prioritizes mission over profits, we rely on passionate volunteers who are eager to make a difference. We invite individuals from all backgrounds, whether students, retirees, or professionals, to join us in reshaping the future of nonprofit donor engagement.

Note: Must be able to attend bi-weekly meetings, Tuesdays at 12:00 PM EST

Responsibilities:

• Serve as the liaison between fundraisers and the Salesforce technical team, ensuring that donor data collection aligns with organizational goals.
• Design, implement, and organize key data fields and workflows for donor management in Salesforce.
• Collaborate with donor managers to ensure they have the tools and systems necessary for relationship-building.
• Customize and optimize Salesforce to meet high-touch fundraising needs, ensuring major gifts officers can efficiently log interactions, track inquiries, and generate reports.
• Identify opportunities for workflow improvements and suggest CRM tools to enhance donor engagement.
• Ensure smooth data integration between fundraising strategies and Salesforce, providing technical support when necessary.
• Facilitate a collaborative culture, encouraging team members to proactively seek expert advice and solve problems.

Qualifications:

• Bachelor's degree.
• 3-4 years of experience in donor management, CRM systems, or a related field, preferably in nonprofit organizations.
• Proficient in Salesforce, including custom fields, workflows, and reporting.
• Strong understanding of both technical CRM aspects and relational donor engagement strategies.
• Excellent problem-solving skills and a proactive, collaborative approach.
• Ability to communicate complex technical ideas to non-technical users.
• Experience in process improvement and designing user-friendly workflows.
• Comfortable working remotely and effectively managing communication tools like Slack and Zoom.

Why WhoWhatWhy?

• Contribute to a mission-driven nonprofit with a dynamic team.
• Gain valuable experience in nonprofit operations and CRM systems.
• Make a meaningful impact on donor engagement.
• Flexible, part-time volunteer opportunity to help you make a difference.

Expectations:

• Commitment to a minimum of 10 hours per week.
• Attend bi-weekly department meetings on Tuesdays at 12:00 p.m. EST.
• Respond promptly through Slack, email, and other communication tools.
• Minimum commitment of 12 months to ensure continuity and impact.

To Apply:

To apply, please send your resume and a customized cover letter demonstrating your understanding of our mission. Also, confirm your understanding that this is a volunteer position with a minimum 12-month commitment. If there is no option to attach a cover letter, please send it to [email protected]. Be sure to check your spam folder for response emails. Thank you for considering joining our team!