Senior Associate, Partnerships and Philanthropy

Social Finance•Boston, MA

3d•Hybrid

About The Position

Social Finance is a national nonprofit and registered investment adviser that brings government, philanthropy, and business leaders together to expand economic opportunity and improve social systems. The Senior Associate, Partnerships and Philanthropy supports the organization’s fundraising team, which mobilizes philanthropic and investment capital to advance its mission. The role combines grants management, coordination, research, data analysis, and operational support, enabling senior leaders to focus on strategy, relationships, and major fundraising initiatives. The successful candidate will use CRM and AI tools to improve efficiency and generate insights, and will bring sound judgment and a solutions-oriented approach to a fast-paced environment. The Senior Associate works closely with Associate Directors in Partnerships & Philanthropy and coordinates with programmatic, Finance, Legal & Compliance, and other internal teams. Responsibilities include managing grant applications and reporting, coordinating fundraising activity for selected priorities, maintaining prospect and pipeline data, producing research and analytics, and organizing donor events. The role’s expected effort is distributed across grants management and donor collateral (30%), internal fundraising coordination (30%), data management, research, and analytics (30%), and events and external engagement (10%); actual allocation may vary with priorities and workload. The position is based in either the Boston or Washington, D.C. office and follows a hybrid model, with at least two days per week in the office and additional in-person attendance as needed. Applicants must be permanently authorized to work in the United States on a full-time basis. In-person participation at an office, client location, or Social Finance-sponsored event currently requires full COVID-19 vaccination, including a booster. Social Finance uses a lockstep compensation model. The starting base salary for this Senior Associate position is $98,000; title and salary may be adjusted based on the candidate’s full work experience. Employees at this level typically receive a $2,500 annual salary increase and may participate in the firmwide annual bonus program. Bonuses are typically 5–10%, are not guaranteed, and depend on organizational and individual performance.

Requirements

Bachelor’s degree required.
Three to six years of relevant experience in fundraising, advancement, consulting, finance, marketing, or nonprofit operations.
Exceptional writing, editing, and proofreading skills, meticulous attention to detail, and ability to produce polished donor-ready materials quickly and accurately.
Strong organization, time management, and prioritization skills, including the ability to manage multiple projects and competing deadlines.
Ability to succeed in a fast-paced environment while balancing urgent requests and longer-term priorities and maintaining accuracy and quality.
Strong quantitative skills and familiarity with business, finance, and fundraising principles.
Exceptional presentation and PowerPoint skills, including professional visual design and formatting.
Experience with CRM systems and proficiency in Microsoft Office, including Excel and Word.
Hands-on experience using AI tools to improve efficiency and quality in research, writing, reporting, and administrative workflows, with good judgment about verifying and refining AI-generated outputs.
Strong interpersonal skills and ability to coordinate and collaborate with internal teams and external stakeholders through clear communication and consistent follow-up.
Ability to exercise discretion and handle sensitive information about high-net-worth individuals and funders professionally and confidentially.
Proactive, entrepreneurial problem-solving approach and commitment to delivering high-quality work.
Must be permanently authorized to work in the United States on a full-time basis.
For in-person attendance at a Social Finance office, client location, or sponsored event, must be fully vaccinated against COVID-19, including receiving a booster shot.

Nice To Haves

Grants management experience preferred.
Experience with grant or proposal writing is a plus.

Responsibilities

Manage foundation and philanthropic grant processes, including deadlines, internal inputs, proposals, reports, budgets, tax documents, and other required materials.
Access and maintain online grant portals and related account information; troubleshoot submission or payment issues with foundation staff or program officers as needed.
Support development of proposals, fundraising decks, and written donor materials in partnership with Associate Directors and senior leaders.
Coordinate with programmatic, Finance, Legal & Compliance, and other internal teams to gather grant application and reporting inputs.
Maintain grant calendars, deliverables trackers, and documentation to ensure accurate and timely submissions.
Assist with gift processing, acknowledgments, and donor stewardship coordination.
Manage fundraising pipelines for selected priorities, keeping prospect stages, next steps, and ownership current in the CRM.
Develop and maintain fundraising collateral for selected priorities, in collaboration with Associate Directors and relevant internal teams.
Serve as the primary interface with internal teams leading selected priorities for weekly check-ins, ad hoc requests, and fundraising meetings.
Prepare check-in agendas and materials, track action items, and follow up to keep work moving between meetings.
Triage internal requests, respond directly where appropriate, and escalate issues to Associate Directors or senior leaders as needed.
Coordinate fundraising meeting preparation, including briefing materials, attendee logistics, and post-meeting follow-up.
Maintain accurate and organized fundraising and prospect data in the CRM and related systems in coordination with Associate Directors.
Research individuals, foundations, and family offices to support cultivation and solicitation strategies.
Prepare fundraising reports, dashboards, pipeline summaries, donor meeting briefs, prospect summaries, and background memos.
Perform ad hoc analysis and data pulls to support fundraising strategy, planning, and decision-making; help improve data hygiene, documentation, and reporting workflows.
Manage the calendar and logistics for donor and prospect events, including gatherings, briefings, roundtables, and cultivation events.
Plan fundraising event logistics, including scheduling, venue selection, vendor coordination, guest communications, event materials, timelines, task tracking, run of show, briefings, and follow-ups.
Use technology and AI tools to streamline research, reporting, writing, and administrative workflows; identify opportunities to automate, templatize, or improve processes.
Advise Associate Directors on ways technology can improve fundraising operations and insight.

Benefits

Medical, dental, and vision insurance.
Flexible spending accounts.
Access to the Blue Cross Blue Shield AHealthyMe Rewards wellness program.
Retirement savings plan with employer contribution.
Short-term disability, long-term disability, and life insurance policies.
Commuter benefits and cell phone reimbursements.
Hybrid work model, with a minimum of two in-office days per week and additional in-person attendance as needed.
Dedicated budgets for team building and employee recognition.
Annual budget for external professional development opportunities.
Mentorship and onboarding programs.
Collaborative workspaces in Boston, San Francisco, Austin, Washington, D.C., and New York; this position is based in Boston or Washington, D.C.
Paid vacation and paid holidays, including December 24 through January 1 off every year.
Paid parental leave.
Eligibility to participate in the firmwide annual bonus program; bonuses are typically 5–10%, are not guaranteed, and depend on organizational and individual performance.
Typically a $2,500 annual salary increase at this level.