Key Relationships Experience Coordinator (Remote) at charitywater

Main areas of focus: Salesforce Governance, Reporting Infrastructure, Data Integrity, Operational Coordination, Project Management

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 Operations
  • Ensuring accuracy and integrity of donor data and membership tracking. This includes:

• Salesforce updates and data accuracy
• Pledge approvals and membership status tracking
• New member and renewal tracking
• Membership pipeline hygiene
• Salesforce event updates (including RSVP list updates)
• Monitoring donor records for accuracy and completeness

• • Performing 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 platforms
• Reporting, Insights, and Financial Coordination
  • Supporting reporting needs and maintaining alignment with Finance. Including:

• Reporting accuracy and dashboard maintenance
• Overseeing the production of donor impact reports
• Event and field travel ROI tracking
• Top 200 reporting preparation
• Finance alignment and monthly reconciliation preparation
• Preparing reports and supporting data requests across teams
• Concur invoice submission support (KRX-related expenses only)

• Donor Experience Operational Support
  • Supporting 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 management
• List pulls for communications, invitations, and reporting
• Coordinating data needs for donor communications
• Managing 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 needed

• Process Improvement and Systems Development
  • Identifying opportunities to streamline workflows and strengthen operational systems across the KRX team. This includes:

• Supporting automated process development
• Assisting with improvements to Salesforce workflows, reporting tools, and data systems
• Maintaining internal operational workflows and documentation

• Supporting 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 needed
  • Organizing and maintaining materials in an online storage system

YOU MUST HAVE…

• A bachelor's degree
• 1–2 years experience in operations, nonprofit programs, or revenue operations
• Familiarity 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 skills
• Comfort working with spreadsheets, reports, and dashboards
• Ability 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 a pro at absorbing information.

You're trustworthy and professional.

You've proven that you're equipped to handle and maintain confidential information. You're set on learning all the ins and outs of the org so that you can handle any question that comes your way.

TEAM OVERVIEW

The Key Relationships Experience team fosters and develops community engagement by delivering membership programs (The Well, The Pool, and 1 Million Lives) that support the retention of our most valuable donors through personalized, high-touch experiences, content, and events.

Unlimited PTO

Summer Fridays

6-week paid sabbatical leave after 5 years of employment

Annual bonus potential through The Pool

401k plan + employer match

Medical covered at 85% + Dental/Vision contributions

FSA + dependent day care FSA

Employer-paid life insurance, STD, LTD

16-week paid maternity and paternity leave for new parents

Stipends for Home office, Professional Development, and a You-do-You Perk

TSA Pre-check reimbursement

Flexible working hours; team members are expected to be online 10am - 4pm ET regardless of location, plus three hours per day asynchronously, which factors in an hour for lunch

2-4 annual travel requirements that foster team alignment, connection and in-person collaboration

At charity: water, we believe that water changes everything. We work with local implementing partners to fund sustainable solutions that provide clean and safe drinking water to people around the world. Since 2006, with a diverse team of world-changers and an unstoppable community of supporters, we’ve brought clean water to more than 20 million people worldwide. With the makings of a mid-size tech startup, we’re reinventing charity through endless innovation, contagious passion, beautifully crafted stories, and a powerful brand that inspires a new kind of generosity.

At charity: water, we value every background, identity, and experience. We believe that a diverse team, informed by different cultures and perspectives, makes us stronger. We are committed to doing the work and challenging each other to be an organization in which everyone is respected and heard. We commit to providing genuine opportunities for all people to thrive. And we will continue to embed diversity, inclusion, belonging, and equality in everything we do.