Benefits
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Position Summary
The Administrative Associate provides critical administrative and operations support across the organization, with a primary focus on fundraising infrastructure, donor stewardship, and the operational delivery of UMDF's annual national conference and patient/professional education programs. This role ensures CRM accuracy, supports revenue-generating campaigns, manages event registration systems, coordinate speaker and vendor logistics, and facilitates timely donor and participant communications.
This position plays a key operational role in strengthening UMDF's fundraising systems, conference and education delivery, and cross-departmental coordination between Development and Patient Education & Support.
Key Responsibilities
CRM & Donor Data Management (Salesforce)
- Maintain and update donor, sponsor, and constituent records in Salesforce
- Process gifts, pledges, recurring donations, and soft credits
- Run and export reports for Development, Finance, and leadership
- Support campaign mapping and tracking across events and initiatives
- Monitor data hygiene, duplicate management, and coding accuracy
- Assist with dashboard creation and performance tracking
- Support integration between Salesforce, DonorDrive, Cvent, and other platforms
Peer-to-Peer & Fundraising Platform Support (DonorDrive)
- Assist with campaign setup and configuration
- Support event and peer-to-peer participant registration
- Monitor donation processing and reconciliation
- Provide customer service support for participants and donors
- Help troubleshoot payment gateway issues in coordination with vendors
- Pull campaign performance reports
Donor Stewardship & Cultivation Support
- Generate and send timely gift acknowledgments and tax receipts
- Draft and coordinate thank-you letters for leadership review
- Track stewardship touches and follow-up tasks
- Assist with pledge reminders and payment tracking
- Support donor research and prospect management updates
- Coordinate donor communications and mailing logistics
Annual Conference Operations & Platform Support (CVENT)
- Support planning and execution of UMDF's annual national conference
- Assist with master timelines, planning calendars, and task tracking
- Support planning meetings and follow-up on action items
- Manage conference registration and administration in Cvent, including attendee lists and session support
- Coordinate speaker and faculty logistics: invitation follow-up; collection of bios, photos, and presentation materials; travel and hotel coordination; reimbursement processing with Finance; onsite check-in and support
- Manage conference technology tools, including the mobile app, surveys, and evaluations
- Support post-event reconciliation, reporting, and budget tracking
- Provide onsite event support, including registration desk coordination and general conference operations
Conference Administration & Logistics
- Support exhibitor coordination and vendor communications as assigned
- Assist with hotel, AV, meeting space, signage, shipping, printing, and room set support
- Assist with Zoom recording and closed-captioning operations as needed
- Coordinate data transfers between Cvent and Salesforce
- Help maintain organized conference records, communications, and operational documentation
Virtual Education & Learning Platform Operations
- Manage webinar scheduling, calendar coordination, and Zoom meeting/webinar setup and support
- Track registrations and manage attendee communications
- Support recording management and file organization
- Support CE/CME tracking and reporting with UMDF's CME joint provider
- Assist with online learning programs, including course uploads, learner access support, and certificate processes
- Run reports and track participation data for education offerings such as Mito U and related initiatives
Financial & Operational Coordination
- Support invoice tracking and payment processing coordination with Finance
- Coordinate registration reporting, scholarship administration support, and budget reconciliation
- Assist with contract and sponsorship agreement tracking
- Track event and program expenses and assist with budget reconciliation
Administrative & Cross-Departmental Support
- Assist with board and committee meeting materials and reporting packets
- Maintain shared documents, templates, and workflow trackers
- Support cross-functional project coordination as needed
- Provide administrative and logistics coordination for additional UMDF meetings and events, such as exhibits, medical and professional meetings, staff retreats, and leadership meetings
Qualifications
- 2-4+ years of administrative, nonprofit operations, event/conference coordination, or education administration experience
- Experience with CRM systems (Salesforce strongly preferred)
- Experience with peer-to-peer fundraising platforms (DonorDrive or similar preferred)
- Experience with registration and event platforms such as Cvent preferred
- Experience with webinar platforms such as Zoom
- Strong data accuracy and attention to detail
- Excellent organizational and project/time management skills, with the ability to manage multiple deadlines across departments
- Strong written and verbal communication skills, including professional correspondence with donors, speakers, faculty, vendors, and attendees
- Proficiency in Microsoft Office and/or Google Workspace
- Experience with CME/CE administration, learning management systems, or mobile event apps is a plus
About the Role
This is a full-time position with responsibilities shared across Development and Patient Education & Support. The role is central to strengthening UMDF's fundraising systems, donor experience, and conference/education program delivery, and plays an important part in cross-departmental coordination as the organization grows toward its multi-year revenue and program goals.
This is a remote position.