In A Nutshell
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.