The Organization
Small business owners uplift communities and anchor local economies, while creating opportunities for themselves, their families, their employees, and our neighborhoods. Yet entrepreneurs who are people of color, women, and immigrants often struggle to secure capital and resources, as they are systematically shut out from traditional financing.
Accion Opportunity Fund Community Development is an unparalleled financial support system that provides these small business owners with access to capital, networks, and coaching. We work to build inclusive and accessible options for these determined business owners. For over 25 years we have served a client base that is nearly 90% women, people of color, or immigrants.
In addition to providing resources and loans to small businesses, we also conduct original research, advocate for policy changes, and finance community construction projects in low-income neighborhoods through our New Markets Tax Credit program.
Together, we are building a diverse, vibrant community where opportunity, knowledge, and access to capital are within reach.
For more information about us, visit https://aofund.org/
Role Summary
The Development Operations Coordinator will perform data entry, maintain database hygiene, generate reports, and other fundraising operations tasks as well as support fundraising initiatives such as appeals and events. This position reports to the Senior Director of Development Operations and works closely with all team members. The ideal candidate should be data savvy, eager to learn, organized and a self-starter who is comfortable in a fast-paced changing environment.
Job Duties and Responsibilities
- Assist with CRM (Salesforce) data entry and record creation – such as updating records, addresses, notes, and other donors/funder activity to ensure accurate records and capture institutional knowledge
- Maintain a regular system of audits to ensure data hygiene and integrity in the CRM, and take the lead on data cleanup projects as they arise
- Organize and maintain Fundraising’s cloud-based folder structure for digital filing and record-keeping
- Process all incoming donations: process donations – stocks, checks, wires, etc., process matching gifts, pledges, generate and send acknowledgement letters, and save related documentation.
- Assist with user CRM management, including training colleagues on best practices for using Salesforce, data capture, data entry and updating training materials
- Respond to phone/email inquiries about gift giving and share with the appropriate team members as necessary, following up with that team member to ensure a timely response.
- Create and run routine and ad-hock Salesforce Reports for various needs
- Support Appeal Campaigns: year-end appeals, donor impact reports, campaign mailings, events
- Events Support: assist with data entry, planning, logistics, and execution of donor events and activities.
- Coordinate and manage agenda for bi-weekly team huddles, assist with scheduling donor/funder meetings and grant kick-off meetings for Development Team
- Maintain an unwavering commitment to data integrity and the policy that “if it’s not in Salesforce, it didn’t happen”
Must Haves
- Bachelor’s degree or equivalent work/professional experience
- Minimum 2 year of experience working in an administrative or operations support in a nonprofit or fundraising department
- Minimum one year experience working with Salesforce (NPSP or NPC)
- Ability to adjust course as needed and thrive in a nimble, fast-paced, flexible, and start-up like team culture
- Excellent communication and interpersonal skills; comfortable working independently and collaboratively, as a part of a team as well as interdepartmentally with stakeholders of various seniority levels;
- Process and system focused and ability to convey consistent procedures across various roles
- Complete proficiency with Microsoft Office applications required, including proficiency in MS Excel
- Excellent project coordination skills and ability to balance multiple projects with competing deadlines
- Energetic, positive attitude, adaptable, and a good sense of humor
Nice to Haves
- Familiarity with HubSpot, Salesforce Marketing Cloud or Asana, or similar project management platforms
- An interest in fundraising for economic development, financial health and/or Community Development Financial Institutions (CDFIs)
Perks and Benefits
Hourly Range*: $24.66 - $30.25
Our mission is what motivates us to come to work each day. We know that happy employees are productive employees, which is why we offer a comprehensive benefits package that includes:
- Competitive salary commensurate with experience.
- An environment that values work-life balance and monthly remote work reimbursements.
- 100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees (Based upon your plan selection). 90% company-funded dependent coverage (Based upon your plan selection) as well as Flexible Spending Accounts.
- Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance and legal plans.
- Tax deferred & Roth 403(b) Retirement Plan with employer match.
- 15 vacation days, 12 paid holidays, 10 Sick days,1 floating holiday, and paid parental leave.
We are an equal opportunity employer and committed to improving diversity, equity, and inclusion at Accion Opportunity Fund. AOF does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.
*Please note that the above hourly range is a national range, and compensation is dependent upon the candidate’s experience and skill level.