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Capacity Associate

Arabella Advisors

Chicago, IL | Full Time

$103k-129k (estimate)

7 Days Ago

Capacity Associate

Arabella Advisors Chicago, IL

$103k-129k (estimate)

Full Time | Investment Management 7 Days Ago

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Arabella Advisors is Hiring a Capacity Associate Near Chicago, IL

Capacity Associate, Partner Solutions (Hybrid in Durham, NC; Chicago, IL; or Washington, DC)

The Capacity Associate, a member of Operational Excellence within Partner Solutions, supports the capacity team to ensure day-to-day operations and data management within the capacity team are functioning with client service standards in mind.

The position reports to the Associate Director within Operational Excellence, supporting in maintaining various capacity tools and data within the CRM (Salesforce) and PSA (Certinia) platforms. This position is responsible for independent execution of administration and operational tasks and works directly with multiple internal teams.

Essential Responsibilities

Under the guidance of the Capacity Manager:

Own operational functions of capacity daily management including:
- Resource Request creation and upkeep within Salesforce and Certinia
- Capacity Timecode creation and upkeep within Salesforce and Certinia
- Capacity case system and inbox triage to ensure task completion within client service standards, identifying trigger points for escalation to senior team members
- Timesheet inbox triage and response, acting as the point person for Partner Solutions Account Team questions and requests related to timecode assignments
- Ad-hoc data export requests from various Parter Success Account Team stakeholders
Own operational functions of capacity systems and data maintenance including:
- Partner Solutions Organization Chart Updates in partnership with department leadership
- Salesforce CRM data accuracy related to capacity metrics
- Recurring systems maintenance and audits
Support in the execution of stakeholder relationships through:
- Participate in various cross-team stakeholder calls to capture comprehensive notes and gain deeper insights into overarching team initiatives
- Ad-hoc reporting for senior leadership
- Analyze current capacity metrics and staffing needs using existing tools to make informed recommendations related to temporary coverage assignments
Partner with department leadership to support communications on behalf of the Capacity team, under the guidance of the Capacity Associate Director.

Technology Implementation

Support the Capacity Manager to troubleshoot and triage reported capacity management tool issues and work with business technology to facilitate resolution of issues.
Consult with the Capacity Manager for complex reporting often supporting with larger data pulls and uploads
Upload and maintain project pricing tool data within Certinia using monthly queries provided by the Pricing and Profitability team.

Other Responsibilities

Support the implementation of department and organizational policies and procedures as they are introduced
Routinely apprise and align with internal stakeholders on the status of tasks; sharing processes and other relevant project data to senior team members, as needed
Contribute to the development of more efficient processes, systems, and technology as assigned
Contribute to the achievement of team initiatives and internal projects as assigned
Maintain a thorough understanding of PSA and Certinia reporting features

To Be Successful in This Role, You’ll Need

2-4 years of relevant professional experience
High attention to detail and process oriented
Ability to prioritize effectively and manage towards multiple deadlines simultaneously
Excellent time management skills
Strong written and verbal communication skills
Ability to use available resources and feedback to continually pivot, adapt, and grow
Effective collaboration skills and team player
Ability and understanding of how to use Microsoft Office Suite
Ability and understanding of how to use CRM database management
Ability to work inclusively and collaboratively with diverse teams and audiences

Our Core Competencies

The ability to provide excellent, reliable service, including the ability to effectively recognize and elevate potential challenges, gather the information necessary to create and carry out solutions, and support those solutions with clear communications and thorough follow up.
The ability to manage time, resources, and priorities to complete tasks on time with high-quality results
The ability to be a positive and professional liaison for stakeholders such as clients, team members, and senior leaders, including understanding how the role relates to those stakeholders and how to gather information and resources from them in order to achieve certain goals
The ability to communicate clearly, concisely, and professionally to various audiences over various mediums.
The ability to effectively collaborate, including a willingness to go above and beyond to help the team achieve goals, solicit others’ perspectives, share knowledge, and participate in activities that support diversity and inclusion
A demonstrated eagerness to learn and take on new challenges, including an openness to direction and feedback and a willingness to ask questions
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, and to be resilient when things become difficult
The ability to define core concepts related to diversity, equity, and inclusion and contribute to a welcoming environment for all staff

Working with Us

While this position must be based in Durham, NC; Chicago, IL; or Washington, DC, please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment.

We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3 days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.

We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.

About Arabella Advisors

Arabella Advisors helps foundations, philanthropists, and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.

About Arabella’s Partner Solutions Team

The Partner Solutions Team provides operations and back-end services and support to fiscally sponsored projects housed at multiple 501(c)(3) and 501(c)(4) nonprofit organizations. Projects range from new and innovative public interest organizations to donor collaborative initiatives to grants administration programs and cover a diverse range of focus areas. Candidates are highly encouraged to research fiscal sponsorship prior to better understand the complex infrastructure and role of our team.

Our Commitment to Diversity, Equity, and Inclusion (DEI)

Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.

Total Rewards (Compensation and Benefits)

This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.

Annual Pay Ranges for This Position -

Durham: $52,000 - $58,000

Chicago: $55,000 - $60,000

DC: $57,000 - $64,000

All full-time staff are eligible for our generous benefits package on their first day of employment:

Health insurance - On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days of vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours volunteer leave, 8 weeks parental leave
401(k) retirement plan - Arabella will match up to 4% of your contributions. There is no waiting or vesting period; all funds are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities

We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers website to learn more.

How to Apply

Submit a resume and a one-page cover online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.

We value diversity and inclusion and encourage all qualified people to apply. If we can make this easier through accommodation in the recruitment process, please let us know.

While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.

We will review applications as they are received and look forward to hearing from you.