Partnerships Operations Lead
New
C
Coefficient GivingPhilanthropic Funder
Remote - Global, overlap significantly with Pacific TimeFull-TimeLead
Salary not disclosed
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Job Details
- Required Skills
- SalesforceCRM
Requirements
- Track record of building and maintaining operational systems
- Strong cross-functional operator
- Energized by turning informal processes into reliable ones
- Systems thinking: ability to design scalable processes
- Cross-functional communication: ability to translate between technical and non-technical stakeholders
- Project management: ability to take complex, multi-stakeholder initiatives from scoping through execution
- Technical resourcefulness: ability to pick up new systems quickly
- Attention to detail: caring about data accuracy and process consistency
- Initiative: spotting and fixing bottlenecks, driving projects to completion with minimal oversight
- Comfort with AI tools: interest in using LLMs and automation
- Team-oriented: enjoys collaborative, ambitious, humble, and service-oriented team
- Background in operations or project management (nonprofit, philanthropic, or corporate)
- Experience building or improving operational systems in a fast-moving, high-performance environment
- Ability to coordinate effectively across multiple teams
- CRM experience in a donor relations, fundraising, or sales context (plus)
Responsibilities
- 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
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