What are the responsibilities and job description for the Philanthropic Investments Coordinator position at The Commit Partnership?
The Philanthropic Investments Coordinator will serve as a critical team member within the Philanthropic Investments Team, functioning in two primary capacities: a systems and data analyst for the department managing department-wide technologies and as a project manager for individual giving and investor communications workstream. This dual role requires strong organizational, analytical, and project management skills to support and
streamline the team’s efforts. Reporting to the Director of Philanthropic Investments, this role will work closely with all Philanthropy team members to meet personal, team, and organization-wide goals.
- Data Systems Management & Reporting
- Oversee and streamline the use of core PI systems including Office 365, Salesforce, MailChimp, Eventbrite, and Sage Intacct to ensure consistency and efficiency in data management.
- Maintain accurate data/gift entry and integrity within Salesforce, supporting key metrics and KPI tracking for fundraising and investor communication performance.
- Manage dashboards in Salesforce, producing regular reports on revenue generation, campaign progress, investor engagement, and event performance.
- Troubleshoot and resolve system issues and software integrations, restoring functionality as needed.
- Train team members on software systems, standard operating procedures, and best practices ensuring compliance with established protocols.
- Collaborate with the Finance Team for monthly revenue reconciliation, ensuring accurate documentation and investor acknowledgment.
- Administer payment processing, subgrant distributions, and acknowledgment workflows with Portfolio Managers.
- Regularly update and maintain an organized archive of investor agreements, event documentation, and investor information ensuring accurate recordkeeping and storage in collaboration with the Grant Management Associate.
- Philanthropic Investments Activity Coordinator
- Assist in implementing individual giving strategies, such as annual campaigns, online/digital solicitations, and direct appeals with the Director of Philanthropic Investments.
- Conduct investor research, analyzing net worth, giving history, interests, and potential to support engagement efforts and qualify leads and prospective investors.
- Support the planning, scheduling, and execution of fundraising events, cultivation activities, and investor engagement experiences such as networking events, cocktail hours, and investor meetings.
- Develop project timelines, manage schedules, and coordinate all necessary event logistics (e.g., room reservations, accommodations, transportation, and catering) for events with guidance from the Manager of Investor Communications.
- Support project management and execution of investor communications, including planning and implementing mail and email campaigns, webinars, one-pagers, stewardship gifts, and periodic investor updates.
- At least 3 years of experience in systems/information/operations management
- Proficient in Word, Excel, PowerPoint, and Salesforce
- Excellent written and verbal communication skills
- Excellent analytical skills
- An associate degree or higher in business, finance, accounting, management information systems, operations management, or other related fields.
- Experience with Salesforce Nonprofit Cloud with the knowledge, understanding, and ability to build reports, dashboards, and automated workflows in Salesforce.
- Experience with gift processing, accounting, and/or fundraising in a nonprofit.
- Familiarity with nonprofit investor management practices.
- Experience with project management software.
Work Environment:This is a Dallas-based position. The Commit Partnership has a hybrid work policy, with three days in-office and two optional remote workdays each week.
About The Commit Partnership:
Our Mission
We believe that through our actions, Dallas County – which educates 10% of Texas and 1% of the nation– can be an inclusive and prosperous region where economic opportunity is shared equitably. That’s why our true north goal is that by 2040 at least half of all 25-34-year-old residents of Dallas County, irrespective of race, will be provided the opportunity to earn a living wage.
To increase living wage attainment, we must equitably increase educational success aligned with high-demand jobs, maximizing the cumulative impact from early education all the way to college, career, and/or military readiness and accessing and completing a strong postsecondary education. Our staff aligns community stakeholders around this shared future roadmap – analyzing data to lift up strategic initiatives that improve policies, practices, and funding that grow our community’s capacity to serve every student more effectively.
Our Story
Founded in 2012, this partnership is the nation’s largest educational collective impact organization, composed of backbone staff and over 200 partners across Dallas County and the state of Texas working collaboratively to solve systemic education challenges. Our staff aligns community stakeholders around a shared future roadmap – analyzing data to lift up strategic initiatives that improve policies, practices, and funding that grow our community’s capacity to serve every student more effectively.
Together, we work to advocate for excellent and equitable public education that ensures all students – regardless of race, place, or socio-economic status – have the power to determine their future and earn a living wage. We do this work through several ventures including Early Matters Dallas, North Texas Tutoring Corps, Dallas County Promise, Texas College Bridge, Dallas Thrives, Commit’s Policy Team, the Texas Impact Network, and several coalitions.
True North Traits
Our True North Traits creates a mission-driven environment and champions us to do our best work each day.
Systemic Impact: You understand the barriers and lived experiences that our students face and are skilled at delivering systemic solutions at scale that address these needs. You achieve significant, sustainable results that increase equitable outcomes through your work (including the reallocation or improvement in public funding), and you recognize the difference between activity and impact.
Judgment: You exhibit a relentless “students first” focus by thinking strategically about what data must be collected, analyzed, visualized, and activated (and what steps must be taken, in what order) to cause resources to be reallocated and actions to be taken to systemically overcome the root causes hindering achievement of the Partnership's mission.
Communication: By listening to understand before seeking to be understood, you’re able to build trust and facilitate collaboration across lines of difference, recognizing that both are essential to our success. You are also able to find common ground with diverse stakeholders and can tailor the organization's message to different audiences as needed to influence meaningful change.
Innovation: You can create or meaningfully contribute to the design and execution of a systemic and transformational strategic plan to solve complex problems, often at scale, that improves organizational effectiveness and/or closes equity gaps for our students and families.
Equity and Inclusion: You intentionally create spaces where relevant stakeholders have a seat or voice at the table, ensuring that each person at the table's thoughts and perspectives are shared, valued by all others at the table, and reflected in our work. You're excited to help build and/or contribute to teams where everyone feels welcomed, respected, valued, and highly supported.
Joy: You recognize that people are central to our work, striking a balance between people and process, and you inspire others with your optimism and thirst for substantive change in service to the mission.
Integrity: You admit mistakes openly, share learnings widely, and elevate bad news quickly, also capable of making difficult decisions in all situations to ensure the success of the organization.
The Commit Partnership is an Equal Opportunity Employer that seeks to hire individuals with backgrounds similar to that of the stakeholders they serve. As an organization that embraces equity and inclusion, all employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, gender, age, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, or any other status protected by federal, state, or local laws.
Commit does not sponsor visas of any kind.
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