Assist with planning and then, execute as assigned; Top Donor outreach, Community Engagement Strategy and plans around events, Sponsorship to support events (applications, outreach, planning)
Manage cultivation, solicitation and stewardship – individuals and corporations/businesses, as assigned
Assign and review wealth screens
Execute meaningful personal solicitations that align with donor interests and the organization’s needs and strategic plan
Work with President to select and rate prospects and engage them
Event planning and strategy
Capital campaigns
Individual appeals and campaigns (Give to the Max Day, EOY, other)
Secure 1:1 donor meetings and solicitations (in-person or zoom) to establish and/or strengthen donor relationships
List management and tracking
Prepare prep memos and meeting summaries
Key Responsibilities: Client Services
OOOF planning and tracking for all IG/Events/Comms staff to ensure work/assignments stay on track; be back up for other managers on the grants side for OOOF forms and planning and track to dos to stay on track
Coordinate sales/upsell meetings for prospects and current clients: set up meetings, Bill4time folders, email correspondence – emails, access to folders and other information implicit to our work, assist with creating scopes of service(s)
Coordinate new client onboarding: set up meetings, assist President to assign managers, Bill4Time folders, saving scopes, contracts, provide client contact and rates information to billers, ensure a process/system is in place (perhaps a form that you create) to begin new client and/or service work routed to the appropriate staff for execution
(You) obtain passwords and logins for grant portals and social media and saved to password list
Assist client to set up JMA access to accounts
Interface and request client files be sent/Dropbox/google drive to JMA
Drop box set up
Assist client managers to request and obtain files as needed
Initiate and Monitor Individual Giving/Events/Communications Client Meetings
Agendas and meeting summaries, follow-up
Monitor all “to dos” from meetings and work with managers to assign and/or do/be assigned the work whenever other staff are not available
Work with client managers (and clients as directed) to develop plans to resolve issues/concerns for clients or/projects
Ensure all assignments get into the AAS (grants and IG/comms/Events), Monday board
Acquire through staff interaction/email, status updates on all assignments, and work as they are completed, and distributed to staff; you are looking for gaps, assignments not started, not done on time, incomplete
Working with Office Manager and CFO, provide monthly staff productivity reports by staff
Work with CFO on tracking realization for client accounts
Review billing rates every month (minimum) for increases/changes
Review client time weekly
Assist with new business development
Outreach, introductions, and research to secure clients
Assist to respond to RFPs, job announcements
Create Scopes of Service, Meetings, Contracts
Provide twice weekly reports to president of reviewed staff time
Maintain Client Staffing (lead) and org chart alongside Office Manager
Experience/Qualifications:
7-15 years relevant experience
Bachelor's degree or equivalent work experience
Prefer development experience working with nonprofit organization(s); private and public sector
Self-starter with strong attention to detail, problem solving skills, and demonstrated ability to be flexible in work assignments
Proven organizational skills including the ability to multi-task, prioritize assignments, maintain data maintenance systems, and meet multiple deadlines
Excellent writing/editing/drafting skills, research and information compilation skills
Excellent interpersonal communication skills, demonstrated ability to work independently as well as with teams
Excellent computer skills: Microsoft Office Suite
Employment type
Full-time
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