Develop and execute a roadmap from acquisition to 24 months focused on onboarding, retention risk points, and engagement of long-term donors
Assess donor retention opportunities across priority segments and journeys, including review of onboarding, engagement touchpoints, vendor performance, and attrition trends, to inform future retention strategies.
Explore cross‑sell and upsell opportunities across the donor base, including initial analysis of donor behavior, data requirements, and feasibility to inform revenue growth and donor migration strategy.
Balance short-term performance gains with long-term donor growth strategies
Partner with the foundations’ data and analytics teams to enhance reporting capabilities and performance tracking
Identify opportunities to improve use of CRM systems, donor data, and technology platforms
Leverage insights to inform decision-making, optimize journeys, and improve key metrics (retention, revenue, engagement)
Strengthening understanding of donor behaviors through analysis and research
Develop actionable segmentation strategies to improve targeting, personalization, and engagement across channels
Translate insights into practical recommendations on messaging, timing, and channel mix
Design and implement a structured mid-level giving strategy to grow donor value
Define qualification criteria and engagement approaches for high-potential donors
Build pathways that transition donors from mass engagement to major giving
Partner with Philanthropy and Donor Experience teams to support migration to major and transformational giving; manage budgets.
Establish clear processes for donor qualification, handoffs, and lifecycle management
Lead cross-functional collaboration across Marketing, Digital, Data & Insights, and Philanthropy teams
Provide strategic guidance and subject matter expertise across donor experience initiatives
Influence priorities, investments, and alignment across teams without direct authority
Establish best practices for donor lifecycle management, segmentation, and engagement
Manage and control budgets for creative development & execution
Work closely with external partners be it for email deployment or digital media buys
Requirements
Minimum of 7+ years of progressive experience in fundraising, direct marketing, donor experience, or customer lifecycle management
You have a proven track record of developing a strategic road map.
Proven experience developing and executing strategies to improve donor/customer retention and value
Experience working with CRM systems, donor databases, and performance analytics
Demonstrated success in segmentation, campaign optimization, and data-driven decision making
Have some experience working with AI and applying it to your strategic and data driven decisions.
Experience collaborating across multiple teams and influencing stakeholders at various levels
Experience in healthcare, nonprofit, or mission-driven organizations is an asset
Ability to translate insights into actionable, long-term growth strategies
Strong ability to interpret data and apply insights to improve outcomes
Skilled at building relationships and driving alignment across cross-functional teams
Excellent written and verbal communication skills, including presenting insights and recommendations
Ability to manage multiple priorities in a fast-paced environment
Have a track record of being hands on execution with flawless attention to detail.
Comfortable identifying gaps and developing creative, practical solutions
A “can-do” – roll-up the sleeves attitude.
Are team oriented – this position must rely on working closely with team members and with external partners and vendors.