Revenue Operations Specialist

First Book has a mandatory Covid-19 vaccination policy (medical and religious exemptions permitted). Proof of fully vaccinated status is required before an interview.

About First Book: First Book (https://firstbook.org/) A global leader in social enterprise, First Book harnesses the strategies of the private sector to advance social change. First Book has built a family of social enterprises to serve its network of over 600K educators including the First Book Marketplace, The First Book Accelerator, First Book Insights, and a range of other efforts. In fact, since 1992, First Book has distributed more than 250 million books and educational materials to children from low-income families. Because of its record of innovation and impact, First Book has been celebrated globally by such institutions as the Schwab Foundation for Social Entrepreneurship, the World Economic Forum, and in case studies at Columbia Business School, Wharton Business School, the Yale School of Management, and the London School of Economics. Finally, Charity Navigator recently awarded First Book with its highest rating, including a perfect 100% score for Accountability & Transparency.

About the position: (This is not a 100% remote position/ MANDATORY IN OFFICE: Tuesday & Wednesday)

The Revenue Operations Specialist is an essential part of the First Book team and operates within a matrix reporting structure, reporting jointly to the Sr. Director of Accounting and Sr. Director of Strategic Alliances.

The Revenue Operations Specialist will coordinate partner-related revenue processes, ensuring accurate tracking, efficient workflows, and compliance with donor/funder requirements, while also supporting the organization’s fundraising efforts.

This position will administer First Book’s partner contributions, ensuring funds are properly allocated, disbursed, and reported on a regular basis. This position will also assist with processing partner marketplace orders and following up on unpaid invoices. The position will interact with external funders to provide support and ensure donor funds are managed in alignment with donor intent. This position plays a key role in making corporate social responsibility an impactful reality.

The position demands strong attention to detail, analytical and creative thinking, advanced proficiency in Excel, extended experience in Salesforce (or an equivalent CRM platform frequently used in the nonprofit industry), and excellent writing and interpersonal skills.

Essential Duties and Responsibilities:

·       Work with partner managers to operationalize program budgets once contribution terms are finalized.

·       Work with Sr. Director and entire Strategic Alliances team to create and refine Salesforce reports and dashboards.

·       Act as representative at IT cross-departmental meetings, sharing efficiency or bugs that need addressed.

·       Create, track, and manage marketplace credit funding to First Book members, ensuring accurate reporting.

·       Support partner managers in relationship management and partner support.

·       Place partner assisted orders in the marketplace. Log and track order issues, escalating as needed for resolution.

·       Communicate with corporate partners to resolve ledger, payment, order, or funding inquiries.

·       Monitor and resolve marketplace partner account issues, including non-payments, delayed payments, and discrepancies.

·       Prepare acknowledgment letters for partner donations.

·       Track and report on fund utilization regularly, ensuring compliance with partner requirements.

·       Create partner fundraising reports on fundraising platforms and assist with partner liaison questions.

·       Compile funding reports from various fundraising platforms.

·       Communicate with partners and First Book members via mail, phone, and email to collect and reconcile outstanding accounts.

·       Assist with reporting, case monitoring in Salesforce, and other assigned tasks.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

·       Highly detail-oriented, self-motivated, and proactive.

·       Strong organizational and time management skills; able to thrive in a fast-paced environment.

·       Strong interpersonal and written skills with the ability to communicate effectively across teams and with external stakeholders.

·       Advanced proficiency in Microsoft Excel.

·       Proficiency in Salesforce or similar CRM platforms preferred.

·       Professional and patient phone manner.

·       Proficiency in standard office equipment and software.

·       Reliable and punctual.

Education and/or Experience:

·       5 years of relevant experience in accounting, finance, or a related field.

·       Bachelor’s degree preferred; Associate degree with relevant experience will be considered.

·       Proficiency in Microsoft Office applications.

·       Extended experience in nonprofit CRM platforms (e.g. Salesforce, Raiser’s Edge, etc.)

·       Experience with fundraising platforms (e.g., Classy) preferred.

·       Basic understanding of accounting principles.

All full-time employees are eligible for the following benefits:

·       Hybrid work environment - can work from home and office

·       Dental & medical insurance

·       Life and Accidental Death and Dismemberment coverage

·       Vacation leave

·       Sick leave

·       Eleven Annual Holidays

·       401K and employer-matching pension contribution

·       Transportation benefits

TO APPLY:
Candidates are invited to submit a resume and a cover letter that details your interest in the position to https://firstbook.bamboohr.com/careers. If you need assistance applying, please contact us at 202-499-5935.

See what First Book has been up to!:

https://www.facebook.com/FirstBook

https://www.youtube.com/user/firstbook

https://www.instagram.com/firstbookorg/

https://www.linkedin.com/company/first-book/

Salary : $75,000 - $85,000