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Related keywords
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Partnerships And Development Coordinator
Company | MaxPeople HR |
Address | New York, United States |
Employment type | FULL_TIME |
Salary | |
Category | Technology, Information and Internet |
Expires | 2023-10-12 |
Posted at | 7 months ago |
Job Announcement
- Assist with the timely creation of documents, reports and decks as needed by Partnership Managers or Directors
- Maintaining Training, Corporate Accomplices Program, Corporate Sponsor, and Development Queues
- Daily management of incoming client leads, assist with scheduling and phone calls where needed, and ensure connection with our Partnerships Managers or appropriate staff
- Manage the creation and design of client communications using Pardot software that is synced to our Salesforce system
- Daily management of Partnerships and Development inboxes, ensuring prompt response to questions and connection with appropriate staff
- Creation of Leads and Opportunities in Salesforce in support of the Partnerships team
- Create and run regular reports from Salesforce that can help inform donor relationships and decision making. Aggregate data into a monthly report for the board’s fundraising committee
- Maintain donor and client lists in Salesforce, and prepare segmented lists for client and donor email communications
- Manage the monthly input of data and donor information from our external donor platforms, including Classy, Benevity, Paypal, Act Blue, and others.
- Assist with monthly reconciliation of financials in partnership with the Finance Team
- Ensure the accuracy of financial dashboards in Salesforce
- Oversee the accurate input of donations and all donor data into Salesforce.
- Serve as a member of the Development team providing support to a growing individual donor fundraising program including the use of WealthEngine, Conga, and Classy (online fundraising, peer-to-peer campaigns, and recurring donor program)
- Manage the creation and design of donor communications using Pardot software that is synced to our Salesforce system
- Provide support with donor event planning.
- Conduct donor research and manage the creation of up-to-date donor portfolios
- Manage the weekly creation of donor acknowledgement letters using the Conga Salesforce integration platform
- All other duties as assigned by supervisor and/or the Executive Team
- Assist Director with the creation and maintenance of Business Process Documents for departments core processes
- Assistance with and management of training calendars, including removal of holds
- Maintain the “Partnership and Development” wiki and ensure all documents are available and up to date
- Manage the creation of Department tasks and Projects in Asana platform
- Attend weekly supervision meetings
- Attend weekly department and staff meetings, and 2 annual staff retreats
- Personal integrity, credibility, and passionate commitment to Right To Be's mission
- Experience with Salesforce, or a similar donor database
- Flexibility with work tasks
- Excellent written and verbal communication skills
- Experience with Pardot, Conga, or a similar customer engagement platforms preferred
- Highly organized, detail-oriented, results driven and motivated by project management and deadlines
- Must be able to travel to staff retreats, donor events, and professional development opportunities. Estimated at less than 10% of role
- Eager to take on challenges with a sense of humor
- Ability to work both independently and collaboratively with others
- Excited to work in a fast-paced environment with aggressive growth plans
- 3-5 years donor/customer/client-facing experience
- Quick-thinker: can synthesize a great amount of information into clear take-aways and next steps
- Experience with donor events, such as Galas, preferred. Experience with event management required
- An annual $500 Self Care Stipend that can be used for however you define self care!
- Generous Paid Time off (three weeks in your first year, followed by an additional week for the next two years up to five weeks PTO total), a week off between Christmas and New Years, Summer Fridays, and all major holidays.
- Please note all that benefits are subject to change at the discretion of Right To Be
- Health, dental, and vision coverage. We pay up to 99.87% of health insurance for one individual.
- 401K
- A one-time $500 Home Office Stipend
- An Annual $1,000 Professional Development Stipend
- A one-time Health Care Stipend to cover health insurance costs until your organizational health insurance kicks in (on the first of the month after your start date).
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