Assist with key partnerships functions while providing essential support across donor research, events, and relationship management activities.

Responsibilities

Donor Research

• Conduct donor research to identify new prospects and inform outreach strategies.
• Support the prioritization and qualification of prospects based on priorities and needs.
• Develop donor profiles, including giving history, capacity, and interests, by using prospect research tools (e.g., WealthX, ProPublica, Candid, etc).
• Support program teams to develop prospect lists.
• Prepare concise donor research briefs to support leadership with donor engagement.

Funder Engagement & Outreach

• Assist leadership with donor outreach by supporting outbound communications, supporting the tracking and management of donor follow-ups, and calendar management for fundraising trips.
• Provide general support on fundraising events.

Data Management & Infrastructure

• Own data entry (e.g. call notes, people uploads, and RSVPs) and tracking across multiple systems such as Airtable, Salesforce, and Google.
• Conduct ongoing data cleaning and maintenance to ensure data integrity.
• Manage and optimize the partnerships tech stack (Salesforce, Airtable, FillOut, Granola, etc), evaluating tools to help improve team efficiency.
• Help develop and maintain knowledge sharing documents for the team such as presentations and partnerships documents.

Skillset

• 1-3 years of experience in partnerships, development, operations, or a similar role.
• Strong proficiency with Salesforce or similar CRM systems.
• Excellent written communication skills with attention to detail.
• Knowledge of prospect research methodologies.
• Demonstrated ability to manage multiple projects and priorities simultaneously.
• Experience with data management and maintaining clean, organized systems.
• Comfort with technology and willingness to learn new tools quickly.

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