Cultivate individuals who have already engaged with the Jewish Federation through prior giving, event participation, or other touchpoints, identifying opportunities to deepen their engagement by opening donor-advised funds (DAFs) and becoming active, long-term Federation donors.
Design and execute a lead generation strategy targeting high-net-worth individuals and families, for example, creating compelling education events highlighting Jewish causes (working in collaboration with the events team) and establishing relationships with tech company Employee Resource Groups.
Own and manage a robust pipeline of qualified leads using Salesforce, with clear metrics for outreach, conversion, and retention.
Develop prospect segmentation models and personalized cultivation pathways to move individuals through the engagement funnel.
Lead initial outreach and discovery calls with prospects, communicating the value of Federation’s philanthropic vehicles (DAFs, annual campaign, endowments, etc.).
Create, document, and manage a suite of prospecting best practices that includes Salesforce tracking and reporting, time-sensitive tasks and follow-up, collaboration with other donor relationship managers, and systems to manage the prospect journey to successful engagement.
Work with the Chief Philanthropy Officer to coordinate the Business Strategy and Growth committee.
Collaborate with internal teams to ensure seamless handoff from prospecting to stewardship.

Passion for and understanding of the Bay Area Jewish community and philanthropy; familiarity with the Jewish communal landscape, especially on the Peninsula.
Experience communicating with tact and sensitivity with high-net-worth individuals from a wide diversity of backgrounds, perspectives and cultures.
Experience advancing multiple projects that involve complex issues, various stakeholders, and deadlines to successful completion.
Demonstrated background in tracking action items and ensuring detailed follow-through on existing and new initiatives.
Experience supporting multiple priorities and juggling a variety of tasks for one or more individuals in a team environment.
Exhibiting flexibility and adaptability to a variety of systems and approaches that align with internal and external stakeholder needs.
Knowledge of business development, donor relations, donor-advised funds and/or planned giving is a plus.
A minimum intermediate skill level using PowerPoint, Excel, Word, Office 365, and Outlook.
Experience using a relational database, preferably Salesforce.

Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.

Senior Manager, Philanthropic Growth – Business Development

Key skills