Corporate Partnerships Lead

Role Overview

• Proposal Process Support
• Project manage the proposal processes for dozens of complex accounts and multiple relationship managers.
• Manage the proposal development process including: Set up timelines for drafts, manage communication between program colleagues and Relationship Managers, ensure that teams are tracking against established timelines, manage final document review, preparation, and submission.
• Work with Relationship Managers and Technical Writers to ensure that proposals are of the highest quality and delivered in a timely manner.
• Efficiently coordinate with Accounting colleagues to review and approve budgets to submit with proposals; identify when to use a funders’ template or the RMI template; identify approved indirect cost rates for use in budgets.
• Track all above via Monday.com and Salesforce.
• Funder Report Process Management
• Manage the tracking, preparation, and submission of funder reports for vertical Relationship Managers.
• Set up drafts, manage communication between program colleagues and Relationship Managers related to the reports and program POLs to ensure that teams are tracking outputs against established timelines, manage final financial and narrative preparation and submission.
• Edit content and suggest edits to program teams; always copy edit and polish report drafts.
• Review financial reports, in coordination with Accounting, to ensure that they match foundation’s templates and funder expectations.
• Track all above via Monday.com and Salesforce.
• Financial Oversight for Corporate Philanthropic Engagement
• Maintain a current, detailed view and deep knowledge of the corporate vertical’s funding pipeline and give feedback to leadership on funding gaps.
• Prepare presentations and reports for RMI leadership on Vertical’s funding projections.
• Grant agreement management for philanthropic opportunities, including managing internal reviews and revisions from Legal and Accounting departments, ensuring appropriate pre-approvals for the funding have been secured and logged for internal due diligence, providing effective communication support between Relationship Managers and external partners legal representation, finalizing sign executions according to signatory authority policy, and ensuring all agreements are correctly logged in Salesforce to recognize revenue.
• Prepare and run complex Salesforce reports.
• Development & Strategic Engagement Team Coordination
• Work with the Senior Director of Strategic Operations and other Development POLs to serve the wider Development team and ensure the team has smooth and efficient operations.
• Consistently assess current status of systems for managing complex accounts, identify gaps in systems, and suggest improvements with partners in Development and Program Services.
• Train users in existing and new systems (e.g.,Salesforce, Monday.com)
• Work with Development Communications to ensure funders are accurately represented and accounted for in communications-related decisions and activities.
• Account Management and Event Support
• Lead operations on major stakeholder convenings for the corporate vertical, including managing input within Salesforce campaigns, assessing prospect lists and outreach from Relationship Managers, and attending weekly executive travel meetings as the corporate vertical team representative.
• In conjunction with Relationship Managers, ensure that funders receive timely and accurate information about upcoming events.
• Support Relationship Managers in driving forward account strategies by developing and maintaining key account strategy documents and translating that information into Salesforce Account Profiles.
• Work with the account fundraising teams (led by Relationship Managers) to develop and implement a systemized and achievable fundraising roadmap and/or stewardship strategy for major donors.
• Ensure that details of stewardship plans are compiled and communicated to all involved parties, and that the plan is documented and implemented.
• Track engagement and follow-up with corporate accounts and the internal account management team.
• Participate in regular coordination meetings with corporate engagement staff embedded within programs (e.g., with the Center for Climate Aligned Finance, Sustainable Aviation Buyers Alliance, etc.).
• Approximate allocation of work tasks is 80% by vertical and 20% in service of the overall Development Team.

Requirements

• Bachelor's degree
• 5+ years of progressively responsible administrative, finance, operations, project management or related experience OR a minimum of 5 years of experience working at a foundation, institutional funder, or on a fundraising team
• Grant administration experience at a foundation, corporation, or nonprofit organization
• Excellent writing skills and strong verbal communication skills
• Experience copyediting and/or writing for a technical audience
• Project management and budgeting experience
• Ability to understand revenue forecasting
• Proven organization skills and flexibility when it comes to balancing priorities and multi-tasking
• Strong team and interpersonal skills and the ability to work independently
• Strong verbal and written communications skills
• Experience working with complex budgets and funders
• Ability to manage stakeholder relationships effectively
• Demonstrable problem-solving skills
• Strong decision-making ability
• Attention to detail and exceptional accuracy
• Experience with Salesforce, Monday.com, Sharepoint, Microsoft Office.

Benefits

• Medical, dental, vision insurance
• 403b retirement match with immediate vesting
• Group life, AD&D, and short
• and long-term disability
• Optional voluntary life, AD&D and accident plans
• Health savings or flexible spending accounts
• Fertility and hormonal health support
• Mental health and wellness support
• Comprehensive leaves of absence (including generous parental leave)
• Generous paid time off and sick leave
• Paid sabbatical leave
• Regional holidays with at least one extended break in each geography
• Work from home and home technology allowances
• Learning & development opportunities (LinkedIn Learning and an annual individual professional development budget)
• Potential for bonuses and merit increases
• Discount marketplace (gym memberships, pet insurance, etc.)
• Hybrid / remote work options
• Team retreats and geographic meetups
• Rewards and recognition programs