- Build the infrastructure needed to support a growing portfolio of donor relationships
- Build and manage systems to unlock potential and deliver excellence to stakeholders
- Design systems to make the team more efficient and effective
- Act as the primary liaison between Partnerships and internal teams including Legal, Grants, Salesforce, and Finance
- Own key workflows: donor vetting, fund allocation, deal flow, donor privacy, communications triage
- Bring structure to currently ad hoc processes
- Set systems strategy, identifying business needs and determining which systems to build, fix, or retire
- Own the existing CRM (Salesforce) for the Partnerships team, including improved configuration, data input and integrity, and reporting
- Translate Partnerships team's needs into clear requirements and hold the Salesforce team accountable
- Create and manage team policies and protocols, making them explicit, consistent, and easy to follow
- Support donor cultivation and stewardship by building systems and infrastructure for pipeline management and commitments
- Proactively identify and build new systems as the team scales
SalesforceCRM