Mid Level Functional Analyst Jobs in Rochester, NY

COMPANY SUMMARY

Join United Way of Greater Rochester and the Finger Lakes and become part of a collaborative, mission-driven team dedicated to creating lasting impact across our community. Guided by our values of integrity, action, caring, and teamwork, we foster a welcoming and inclusive culture where employees are encouraged to bring their authentic selves to work and grow professionally. We offer competitive benefits, generous paid time off, retirement and wellness programs, hybrid work flexibility, professional development opportunities, and meaningful ways to give back while building strong connections with colleagues who are passionate about making a difference.

SUMMARY

The Mid-Level Gift Officer is responsible for executing engagement and fundraising strategies for a defined portfolio of donors contributing between $1,000 and $9,999. This role focuses on building meaningful relationships that increase donor retention, deepen engagement, and grow giving over time.

Reporting to the Associate Director of Individual Giving, this position plays a key role in implementing donor strategies developed for the annual giving portfolio under $10,000. The Mid-Level Gift Officer provides insight and feedback to inform strategies for donors in the $1,000–$9,999 range and is accountable for executing those strategies to achieve revenue and engagement goals.

ESSENTIAL FUNCTIONS

Portfolio Management & Donor Engagement:

• Manages a defined portfolio of approximately 150–200 mid-level donors and prospects ($1,000–$9,999) to achieve annual revenue and engagement goals
• Executes strategies for qualification, cultivation, solicitation, and stewardship of assigned donors
• Builds and maintains strong donor relationships through personalized outreach including meetings, calls, written communication, and events
• Develops individualized engagement plans to move donors toward increased giving and long-term philanthropic investment

Strategy Execution & Collaboration:

• Executes donor strategies developed in collaboration with the Associate Director of Individual Giving
• Provides ongoing input and frontline insights to inform strategy development for the mid-level donor segment ($1,000–$9,999)
• Collaborates with the Associate Director to refine messaging, engagement tactics, and upgrade pathways
• Partners with the Donor Stewardship Coordinator to enhance the donor experience through events, communications, and recognition

Donor Growth & Pipeline Development:

• Identifies and qualifies new mid-level donor prospects
• Supports movement of donors into higher giving levels, including Leadership Giving and Tocqueville Society pathways
• Collaborates with the Major Gifts team to identify and transition donors ready for major gift engagement

Data, Systems & Performance Tracking:

• Maintains accurate and timely donor records in CRM systems
• Tracks portfolio activity, progress toward goals, and donor movement
• Uses data to inform outreach priorities and identify opportunities for growth
• Ensures adherence to performance metrics established by the CDO, Sr. Director and Associate Director of Individual Giving

Cross-Functional Collaboration:

• Works with Marketing & Communications to support donor messaging and campaigns
• Partners with Community Impact to connect donor investments to meaningful outcomes
• Collaborates with Workplace and Corporate Giving teams to ensure consistent donor engagement across channels

ROLE CLARITY WITHIN INDIVIDUAL GIVING STRUCTURE

Associate Director of Individual Giving:

• Develops strategy for all donors under $10,000
• Oversees execution across all segments
• Directly manages execution for donors under $1,000

Mid-Level Gift Officer:

• Provides input into strategy for donors $1,000–$9,999
• Leads execution of strategy for this portfolio
• Accountable for relationship management and revenue outcomes within assigned portfolio

SKILLS AND COMPETENCIES

• Strong relationship management and donor engagement skills
• Effective communicator and storyteller
• Results-oriented with ability to manage toward revenue goals
• Strategic thinker with ability to translate strategy into action
• Highly organized with strong attention to detail
• Data-informed decision making
• Professionalism, integrity, and accountability

EDUCATION AND EXPERIENCE

• Bachelor’s degree in related field or equivalent experience
• 3–5 years of experience in fundraising, sales, or relationship management
• Experience managing a donor or client portfolio preferred
• Demonstrated success meeting performance or revenue goals

REPORTS TO: Associate Director of Individual Giving

SUPERVISORY RESPONSIBILITY: None

WORK SCHEDULE AND TRAVEL: Hybrid. Local travel required. Some Nights and Weekend Events

FLSA CLASSIFICATION: Exempt

SALARY RANGE: $62,354-$70,040

* The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered.

HOW TO APPLY: https://recruiting.myapps.paychex.com/appone/MainInfoReq.asp?R_ID=7153225

JOIN THE TEAM!

United Way of Greater Rochester and the Finger Lakes is a dynamic and collaborative work environment comprised of dedicated professionals who are driven to make our community a better place. Join our team and make an impact serving our region with your time and talent.

OUR MISSION

Mobilize the goodwill and resources of our community so that everyone can thrive.

OUR VALUES

Within our organization and the communities we serve, we act consistently with…

• Integrity - We do what we say
• Action - We work to make something better today
• Caring - We remember the human connection
• Teamwork - We believe in the power of collaboration

CULTURE STATEMENT

We are committed to creating a welcoming environment that embraces, values, respects, and encourages people to show up as their authentic selves to produce their best work. Together we ensure that processes, policies, and practices foster fairness, belonging, and equity that reflect the views and values of all people within all levels of our organization.

WHAT WE OFFER

• Competitive financial and wellness benefits
• Generous paid time off, retirement plan, and other fringe benefits
• Hybrid working arrangements
• Opportunities to give back to the community in life-changing ways
• Paid professional development
• Team events and internal committees for connection opportunities and fun!

This job description lists only the responsibilities and qualifications deemed essential to the position in support of the ADA. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. United Way of Greater Rochester and the Finger Lakes is an Equal Opportunity Employer. This policy prohibits discrimination based on sex, race, color, religion, creed, national origin, age, marital status, sexual orientation, gender expression, disability, genetic predisposition, veteran status, or status as a member of any other protected group or activity.