Senior Associate, Donor Engagement & Partnership

Position Summary:

The Senior Associate, Donor Engagement & Partnership is an integral part of the team that stewards and supports fund advisors and prospects. This position reports to the Senior Director of Donor Engagement and provides administrative, organizational and logistical support to the Director of Donor Engagement & Partnerships and the Associate Director of Donor Engagement & Partnerships. This position manages a small portfolio of fund advisors and plans and provides strategic support for special projects, including events. 

Essential Functions:

• Stewards and cultivates prospects and donors through relationship building, research, and event planning;
• Manages a small portfolio of 5-10 fund advisors;
• Drafts giving guides, correspondence and other marketing materials;
• Provides technical and administrative support for events, occasionally outside of business hours, including managing timelines and activities in coordination with the Events Team, tracking and coordination of guest lists, invitation mailings and follow-up correspondence;
• Generates reports from Salesforce and Foundation Power databases; 
• Reviews and analyzes data related to donor and prospect activities, gifts, and grants;
• Provides administrative and logistical support to three staff members engaged in donor cultivation and support; 
• Manages calendars, scheduling and appointment management for the Senior Director; 
• Processes and submits expense reports and department invoices;
• Ensures the smooth facilitation of gifts and grants to Donor Advised Funds;
• Responds to inquiries from prospects/donors via telephone, correspondence and email in a time-sensitive manner;
• Provides research and support for prospect/donor meetings and projects;
• Participates in onboarding of new Donor Advised Funds, serving as co-interviewer, notetaker, and follow-up contact; drafts follow-up materials; 
• Coordinates, sometimes in conjunction with other staff, internal and external meetings, convenings, conferences and special events;
• Develops agendas, takes notes, creates presentations and feedback surveys, and materials for internal and external events;
• Works collaboratively with colleagues to implement and uphold data integrity protocols;
• Maintains data for prospects, donors and fund records in Salesforce database in a timely manner;
• Provides general administrative support to the entire Donor Engagement & Partnerships under direction of the Senior Director of Engagement.

Other Duties and Responsibilities:

• Collaborates with internal working groups with other departments at the Foundation; and
• Individuals assigned to this position may perform other duties as assigned

Qualifications

Preparation, Knowledge, Previous Experience:

• College degree or equivalent related experience; and
• At least 2-3 years work-related experience.

Skills, Abilities, Competencies:

• Eagerness and ability to center equity and inclusion in the work;
• Familiarity with and/or interest in the non-profit sector, development, and/or non-profit management;
• Excellent demonstrated administrative, organizational and calendar management skills;
• Impeccable attention to detail and accuracy;
• Ability to prioritize tasks and meet organizational deadlines;
• Strong Customer service orientation;
• Excellent verbal and written communication skills, including proofreading and editing;
• Participatory work style; team player and ability to give and receive constructive feedback;
• Able to work independently;
• A professional and mature interpersonal style, ability to interact well with a diverse range of people;
• Ability to adjust work activity to various management styles;
• Strong knowledge of and successful experience setting up and hosting Zoom meetings;
• Demonstrated expertise with Microsoft Office products - especially Word, Excel, Outlook and Power Point;
• Demonstrated expertise in data management and reporting skills; database experience in Salesforce strongly preferred;
• A can-do and will-do attitude, i.e. no task is too high level nor too basic;
• Ability to handle confidential matters in a discreet manner; and
• Preference for an awareness, understanding, and connection to the Boston community.

Working Conditions & Physical Demands:

• Ability to work for long periods of time at a workstation;
• Ability to use a computer monitor and keyboard for long periods of time; and
• Ability to work onsite and remotely, as required.

The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.

External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.

This job description is intended to be general and may be revised from time to time. At management’s discretion, the employee may be assigned different or additional duties from time to time.