Portfolio Services Specialist (Institutional Giving)

The Michael J. Fox Foundation for Parkinson's Research

13d • $70,000 - $85,000

About The Position

The Michael J. Fox Foundation for Parkinson's Research ("the Foundation") is seeking top talent for its Portfolio Services Specialist (Institutional Giving) within the Fundraising Strategy & Operations department. Reporting to the Senior Manager of Fundraising Portfolio Operations, this role is a key support to the Research Alliances Department. This role supports the uptake and improvement of donor information in Salesforce, the Foundation’s CRM. This role is the operational point of contact for the Institutional Giving portfolio lead and supports the team’s partnerships with various stakeholders including industry (pharma, biotech, and health tech) and other research funders (government funders, Parkinson’s disease (PD) non-profit organizations, and other donor and corporate funders.

Requirements

• Knowledge supporting Fundraising operations, including best practices
• Experience working within a CRM; Salesforce preferred
• Experience in a service or support-focused role; excellent collaboration skills
• Knowledge of fundraising moves management cycles, and fundraising strategies
• Strong prioritizing and time management skills; ability to balance multiple projects with competing deadlines
• Experience with project management
• Strong analytics skillset
• Excellent communication, both written and verbal
• Commitment to giving and receiving feedback; strong listener with the ability to communicate across a wide range of audiences
• Excels in a team environment, possessing a collaborative, interactive work style with an eagerness to learn from team members

Nice To Haves

• Knowledge of and experience with corporate philanthropy a plus

Responsibilities

• Act as the point of contact for all operational needs for specific donor portfolios; support the operational maintenance of donor records, including gift opportunities, contact records, and account information; support in grants management, including invoicing contracts and renewals
• Support and expand training for fundraisers across portfolios to manage donors and their giving effectively; partner with portfolio leads to improve their use of CRM tools to document donor giving and behavior
• Execute operational needs associated with adding portfolio-managed donors into fundraising campaigns – this includes CRM campaign creation, audience inclusion or suppression, invite curation and more
• Partner with other Portfolio Specialists to ensure consistent treatment and support
• Support processes and procedures around account stages and the opportunity pipeline in Salesforce
• Recommend and implement processes, policies, and procedures that can improve fundraising efficacy and mitigate risk to donor data
• Act as the operational lead for fundraising campaigns across Research Alliances and Development programs that incorporate retail portfolios
• Collaborate with Donor Marketing, Analytics, Donor Services, CRM, and other experts to develop solutions, process improvements, and ongoing support for retail portfolios
• Support the development of replicable, scalable reports and processes for frequently requested donor information, such as portfolio reports, donor list requests, or campaign analytics
• Develop best practices for fundraisers utilizing CRM software (Salesforce) or other development tools and technology. Partner with teams across the Foundation – such as Marketing, Prospecting and CRM teams to create cohesive understanding of how portfolio managers utilize the CRM

Benefits

• 15+ options for medical insurance (with the Foundation paying 90 percent of the premiums)
• Competitive dental and vision plans
• 401(k) plan with 6 percent employer contribution
• Flexible spending accounts
• Employer paid life and disability insurance
• 18 Vacation Days; 12 Well-Being (Sick) Days; 2 Personal Days; summer Fridays (office closure at 2pm) and a summer holiday week over July 4
• Flexible work environment. We trust all employees to work closely with their manager and colleagues to determine when, where and how programs and projects get done.
• Employees are also eligible for a discretionary bonus on an annual basis. The Foundation provides staff and leadership cultivation through regular training courses and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed