About the Advancement Team — The Advancement Team raises the revenue to fuel BEAM’s work and growth, and thoughtfully stewards BEAM’s donors — individuals, corporations, and foundations. The team has six full-time staff members. We expect to raise ~$9M this year and $10M next year.

About the Advancement Operations Manager role — The Advancement Manager will work directly with the leadership of the Advancement Team to strategize about, plan, and optimize our Salesforce use. The Manager will also work with the Chief Advancement Officer to build a thriving corporate partnership program including prospecting, managing a portfolio of partners, and working with volunteers. The ideal candidate will be someone who is eager to take initiative and stretch themselves in a fast-paced environment; someone who enjoys working independently and collaboratively; someone who is a creative thinker and a problem solver. This is an exciting opportunity to have a big impact on a small team, and to support equity in the STEM education space.

KEY RESPONSIBILITIES

Salesforce (65%)

Track and analyze key metrics

• Create and maintain dashboards and reports in Salesforce to track key Advancement metrics; proactively recommend refinements and additional key metrics that can help the team effectively track progress towards our goals.
• Analyze data to provide timely insights and recommend effective strategies to the Advancement Team to increase efficiency and effectiveness.
• Maintain donor database in Salesforce, including processing payments, managing acknowledgements, and tracking pledges.
• Execute, and where appropriate train others to execute, data integrity audits and cleanups, as well as data imports and exports using native Salesforce or external tools.
• Lead monthly reconciliation of donation records in Salesforce and accounting software, in collaboration with the Finance Team.
• Oversee matching gift program, including completing required forms, recording gifts, and managing acknowledgements.
• Set up and target emails, segment lists, maintain mailing lists, and review insights of our mailings.

Train and troubleshoot

• Provide ongoing training and support in Salesforce to the Advancement Team to ensure team members are proficient, and processes and policies are maintained.
• Develop and maintain relevant training materials and documentation related to Salesforce for the Advancement Team in collaboration with the IT Team..
• Respond quickly and clearly to end users to resolve issues efficiently and correctly in coordination with Salesforce Administrator.

Strategize and plan

• Identify gaps in our Salesforce usage and support, and proactively propose improvements based on industry best practices.
• Liaise with the Director, IT Systems and Operations to communicate the needs and priorities of the Advancement Team.

Corporate Partnerships (30%)

Manage current portfolio of partners

• In close collaboration with the Chief Advancement Officer, coordinate with teams across BEAM to ensure that we are fulfilling our commitments to corporate partners in a timely manner, including creating, implementing, and revising processes to keep work on track.
• Work with the Finance Team to ensure that all stipend and scholarship recipients complete grant agreements and receive their payments in a timely manner.
• Liaise with students who are recipients of stipends and scholarships, including supporting them in putting together materials such as short biographies and slide decks to share.
• Work with the Chief Advancement Officer to prepare proposals and reports for corporate partners.
• Collaborate with the Chief Advancement Officer to develop creative ideas for engaging corporate partners through events, communications, and more.

Grow portfolio of partners

• Work closely with the Chief Advancement Officer to develop and implement an annual corporate giving plan.
• Develop tools and processes for identifying and qualifying new potential partners; conduct prospect research.

Build and manage volunteer engagement opportunities

• With Chief Advancement Officer, build/refine volunteer engagement opportunities.
• Manage corporate volunteer engagement.

ADDITIONAL RESPONSIBILITIES (5%)

• Perform other operations-related duties as requested (e.g., pertaining to Squarespace and Mailchimp), keeping in mind that BEAM is a small and growing organization where team members often wear multiple hats.

REPORTS TO

• Chief Advancement Officer

THE PERSON

In all hiring at BEAM, we seek people who are passionate about the equity-based work that we do; who work well independently and collaboratively, and who are dynamic and self-motivated.

Work experience — At least two years of Salesforce experience.

Skills/approach to work —

• Strong belief in BEAM’s mission, and a commitment to diversity, equity, inclusion, and social justice.
• Self-awareness, cultural competency and inclusivity, and ability to work with colleagues and stakeholders across diverse cultures and backgrounds.
• Technically savvy, with an aptitude for troubleshooting.
• Strong data analysis skills.
• Excellent time management, project management, and interpersonal skills.
• Strong written and verbal communication skills.
• Strong attention to detail, thoroughness, timeliness, and accuracy.

Optional pluses —

• Strong preference for someone who has experience with the Salesforce Nonprofit Success Pack and nonprofit fundraising.
• Knowledge of STEM and educational equity issues.
• Experience working with corporate partners and/or with volunteers.
• Experience working with Squarespace and Mailchimp.

SALARY, BENEFITS, AND OTHER DETAILS

• The expected salary range for this position is $65,000-$85,000, depending on experience.

BEAM provides a number of benefits including:

• Flexible working hours
• Health, dental and vision benefits including health plan options that are free for individuals
• 12 paid holidays including an office closure 
• 15 days of paid annual leave to start, and will increase by one day for each year worked for your first 5 years of employment
• Paid sick leave
• 12 weeks paid maternity/paternity leave
• 403(b) Retirement Plan
• Student loan reimbursement
• Pre-tax commuter benefits
• Discounted health club membership

APPLICATION PROCESS

• The initial step is to submit your application, including resume and responses to a few short application questions, via our online portal. When your application is complete, we will follow up with next steps,
• Next steps in our process will include a short 30-minute phone interview and/or sample projects so we can get to know you and you can show us your work. We believe in the importance of demonstrated ability and providing opportunities that allow candidates to demonstrate their relevant skills for the role throughout our process. The final step of our process is a final interview with the team. 
• We will review applications on a rolling basis until the position is filled. 
• We believe strongly in communication and collaboration. In the spirit of that collaborative atmosphere, we strongly encourage you to ask questions about the position! You can contact hiring@beammath.org.

COMMITMENT TO DIVERSITY, EQUITY AND INCLUSION

BEAM believes that our staff, at all levels and across all roles, should represent the backgrounds of the students we serve. We are committed to creating a supportive and inclusive environment. Beyond a commitment to nondiscrimination, we strongly encourage applications from underrepresented and marginalized communities.

EQUAL EMPLOYMENT OPPORTUNITY 

BEAM is an equal opportunity employer. All qualified applicants will be considered for employment without unlawful discrimination based on race, color, creed, national origin, sex, age, disability, marital status, sexual orientation, military status, prior record of arrest or conviction, citizenship status, or current employment status.