Partnership Success Associate
Arlington, TX - USA
Job Summary
Are you energized by bringing precision organization and disciplined execution to complex work As a Partnership Success Associate you will serve as the portfolio operations and production engine for a team that works with leading business and philanthropic partners. You will ensure the details data materials and recurring workflows behind donor engagement are accurate organized prepared early and completed consistently.
Working closely with Partnership Success Managers and Partnership Advisors you will own the day-to-day do/build/update layer of portfolio work from Salesforce hygiene and financial tracking to meeting materials stewardship production visit preparation recurring communications and task management. Your work will help the team deliver a high-quality partner experience while ensuring nothing falls through the cracks because of administrative or production gaps.
Location: Arlington Virginia
- Own core portfolio operations and recurring workflows ensuring donor-facing teams have accurate current information and the materials they need to focus on strategy and relationships.
- Maintain Salesforce data quality and hygiene including donor and prospect records activity opportunities next steps tasks and other portfolio information so data is current reliable and easy to use.
- Support financial tracking forecasting inputs contribution records reports donor lists and other portfolio tools that give the team clear visibility into activity and progress.
- Prepare and assemble meeting materials collateral briefing inputs stewardship products proposals and other donor-facing materials; coordinate inputs manage versions and ensure materials are complete and prepared early.
- Support donor meetings visits and events by coordinating schedules logistics materials briefing inputs and day-of execution needs.
- Execute recurring communications and portfolio processes consistently and without prompting including routine follow-ups reminders updates and stewardship production support.
- Track action items deadlines and dependencies across the portfolio maintain clear visibility into task status for Partnership Success Managers and proactively flag risks or gaps before they affect execution.
- Maintain portfolio tools repositories trackers and shared resources so information is organized accessible and dependable.
- Partner across proposal development events communications finance legal and other capabilities to collect inputs and keep work moving efficiently.
- Apply strong quality control and process discipline to reduce errors rework missed deadlines and administrative gaps while continually improving the speed and reliability of recurring work.
- 2 years of experience in fundraising/development project coordination operations account support customer success sales support or a related field.
- Exceptional attention to detail and a strong commitment to precision with a track record of producing accurate polished work in a fast-moving environment.
- Strong organization and task-management skills including the ability to manage multiple deadlines recurring processes and competing priorities without losing visibility into the details.
- A proactive ownership-oriented mindset you anticipate needs follow through without repeated prompting and make it easy for others to understand what is complete pending or at risk.
- A bias toward efficient execution with the judgment to move work forward quickly while maintaining accuracy and quality.
- Strong written and verbal communication skills professionalism and the ability to collaborate effectively with multiple internal stakeholders.
- Proficiency with Microsoft Office products and comfort working in CRM and workflow systems such as Salesforce.
- Sound judgment discretion and a commitment to creating a world-class experience for donor partners through dependable behind-the-scenes execution.
- Enthusiasm to contribute to Stand Togethers vision and principled approach to solving problems and a commitment to stewarding our culture which champions values including transformation and innovation entrepreneurialism humility and respect.
- Experience supporting a donor portfolio fundraising team sales team account-management function or other relationship-based portfolio.
- Hands-on Salesforce experience including data hygiene reporting activity tracking opportunity management and task management.
- Experience producing donor or client materials stewardship products proposals reports briefings or executive meeting materials.
- Experience supporting events donor visits or other high-touch engagements where preparation coordination and day-of execution are critical.
- A demonstrated ability to improve recurring workflows create simple systems reduce errors or rework and make team operations more reliable.
- Competitive benefits: Enjoy a 6% 401(k) match with immediate vesting flexible time off comprehensive health and dental plans plus wellness and mental health support through Peloton and Talkspace.
- A meaningful career: Join a passionate community of over 1300 employees dedicated to improving lives and driving innovative solutions to complex social challenges.
- Commitment to growth: Thrive in a non-hierarchical environment that empowers employees to discover develop and apply their unique talents.
- Competitive compensation: Our approach rewards the value you create through competitive salaries and bonus opportunities allowing you to share in the success you help drive.
For this role the anticipated base salary range is $85000-$105000 per year. This role may also be eligible for additional bonus compensation designed to align total compensation with an employees overall contribution to the organization.
Our Principles-Based Management (PBM) compensation philosophy is grounded in an individualized approach that rewards the long-term value each person creates for the organization. Compensation decisions are informed by a variety of factors including relevant experience capabilities demonstrated skills role responsibilities and expected contribution. Consistent with this approach base salary may vary within or outside of the anticipated range based on these considerations.
Required Experience:
IC
About Company
Stand Together is a philanthropic community that helps America’s boldest changemakers tackle the root causes of our country’s biggest problems.