Retention Specialist

• Help develop and implement comprehensive recurring giving family retention strategies to enhance the giving family experience and maximize retention/churn rates.
• Help create personalized communication plans tailored to each segment, utilizing various channels such as email, social media, direct mail, and phone calls.
• Coordinate with multiple teams to ensure consistent messaging and branding across all giving family touchpoints.
• Conduct regular feedback surveys and analyze data to identify areas for improvement in the recurring community journey.
• Collaborate with the fundraising team to identify opportunities for engagement and cultivation events.
• Serve as the primary point of contact for recurring giving family inquiries, feedback, and concerns, ensuring timely and personalized responses.
• Implement strategies to recognize and acknowledge giving family members for their contributions, including personalized thank-you notes, recognition events, and giving family appreciation campaigns.
• Monitor recurring giving family patterns and behavior to identify at-risk members and develop targeted strategies for re-engagement.
• Utilize software to maintain accurate records, track interactions, and report on key metrics related to retention and churn rates.
• Stay informed about industry best practices and emerging trends in recurring giving family relations and retention, continuously seeking opportunities to enhance our approach.
• Manage and monitor shared email inboxes, ensuring prompt response and appropriate routing of incoming communications.
• Prioritize and escalate urgent matters to the relevant team members for timely resolution.
• Maintain organized email archives for easy reference and retrieval of information.

• Bachelor's degree in communications, marketing, nonprofit management, or related field.
• Proven experience in recurring donor community relations, fundraising, or customer relationship management within the nonprofit sector.
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with giving family members from diverse backgrounds.
• Strong project management skills, with the ability to prioritize tasks, manage deadlines, and multitask effectively.
• Analytical mindset, with experience in data analysis and reporting to inform decision-making.
• Creative thinker with a passion for developing innovative strategies to engage and retain giving family members.
• Familiarity with giving family management software and digital marketing tools preferred.
• Commitment to the mission and values of our organization, with a genuine passion for making a difference in the community.
• Ability to work effectively in a fast-paced, dynamic environment and meet tight deadlines.
• Previous experience in nonprofit fundraising or donor relations is a plus.

E04JI800c7r5406j99r