Portfolio Services Specialist

Valid8 Financial, Inc.; United States; Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental and Vision Plans

401(k) Plan

Flexible Spending Accounts

Life and Disability Insurance

Vacation Days

Well-Being Days

Personal Days

Summer Fridays

Discretionary Bonus

Job summary

A leading nonprofit organization is seeking a Portfolio Services Specialist to support donor information management and improve fundraising operations. This hybrid-flex role requires collaboration with fundraising teams and operational maintenance of donor records in Salesforce. Candidates should have experience in CRM systems, particularly Salesforce, and possess strong analytical and collaboration skills. The position offers a competitive salary and a comprehensive benefits package.

Qualifications

• Experience working within a CRM; Salesforce strongly preferred.
• Knowledge supporting Major Giving operations.

Responsibilities

• Act as the point of contact for operational needs for donor portfolios.
• Support and expand training for fundraisers across portfolios.

Skills

Collaboration

Analytical Skills

Time Management

Tools

Salesforce

Job description

Position Summary:
The Michael J. Fox Foundation for Parkinson’s Research (“the Foundation”) is seeking top talent for its Portfolio Services Specialist position. Reporting to the Senior Manager of Fundraising Operations, this role is a key support to the Development business unit. This position supports the uptake and improvement of donor information in Salesforce, the Foundation’s CRM. This role is the operational point of contact for Major Gifts and Corporate & Foundation portfolio leads.

This is a hybrid-flex position that will require in-person attendance on a semi-regular basis at MJFF’s office in New York City.

Primary Duties & Responsibilities:

Act as the point of contact for all operational needs for specific donor portfolios; support the operational maintenance of donor records, including gift opportunities, contact records, and account information

Support and expand training for fundraisers across portfolios to manage donors and their giving effectively; partner with portfolio leads to improve their use of CRM tools to document donor giving and behavior

Execute operational needs associated with adding portfolio-managed donors into fundraising campaigns – this includes CRM campaign creation, audience inclusion or suppression, invite curation, and more

Partner with other portfolio specialists to ensure consistent treatment and support

Support processes and procedures around account stages and the opportunity pipeline in Salesforce

Recommend and implement processes, policies and procedures that can improve fundraising efficacy and mitigate risk to donor data

Act as the operational lead for fundraising campaigns across all Development programs that incorporate retail portfolios

Collaborate with Donor Marketing, Analytics, Donor Services, CRM, and other experts to develop solutions, process improvements, and ongoing support for retail portfolios

Support the development of replicable, scalable reports and processes for frequently requested donor information, such as portfolio reports, donor list requests, or campaign analytics

Develop best practices for fundraisers utilizing CRM software (Salesforce) or other development tools and technology. Partner with teams across the Foundation – such as Marketing, Prospecting and CRM teams – to create cohesive understanding of how portfolio managers utilize the CRM

Qualifications and Skills:

Knowledge supporting Major Giving operations, including best practices

Knowledge in supporting fundraising teams, operations preferred

Experience working within a CRM; Salesforce strongly preferred

Experience in a service or support-focused role; excellent collaboration skills

Knowledge of fundraising moves management cycles, and fundraising strategies

Strong prioritization and time management; able to balance multiple projects with competing deadlines

Experience with project management

Strong analytical skillset

Commitment to giving and receiving feedback; strong listener with the ability to communicate across a wide range of audiences

Excels in a team environment, possessing a collaborative, interactive work style with an eagerness to learn from team members

Salary and Benefits:
The salary range for this position is $70,000 - $80,000. In addition to salary, The Michael J. Fox Foundation for Parkinson’s Research offers a comprehensive benefits package, including:

15+ options for medical insurance (with the Foundation paying 90 percent of the premiums)

Competitive dental and vision plans

401(k) plan with 6 percent employer contribution

Flexible spending accounts

Employer paid life and disability insurance

18 Vacation Days; 12 Well-Being (Sick) Days; 2 Personal Days; summer Fridays (office closure at 2pm) and a summer holiday week over July 4

Two ways of working: hybrid-flex, or remote work. We trust all employees to work closely with their manager and colleagues to determine when, where and how programs and projects get done.

Employees are also eligible for a discretionary bonus on an annual basis. The Foundation provides staff and leadership cultivation through regular training courses and events.

How to Apply: Interested candidates should submit a resume and thoughtful cover letter describing through examples, their specific qualifications and interest in the position. If you think that your skills are transferable and can add value to this role, please apply. Applicants who best match the position’s needs will be contacted.

About Us:
The Michael J. Fox Foundation for Parkinson’s Research was founded in 2000 with one clear objective: accelerating meaningful therapeutic advances and, ultimately, a cure for Parkinson’s disease (PD). The Foundation applies extraordinary scientific, business and media assets to this singular focus—thus creating a unique and dynamic organization. Since inception, MJFF has quickly grown into the largest nonprofit funder of Parkinson’s disease research, having funded over $2 billion in research projects in both academic and industry labs worldwide.

Research has shown that people from marginalized communities apply to roles only when they meet 100% of the job requirements. If you think that your skills are transferable and can add value to this role, and you are someone who will contribute to our efforts to build and support a diverse, equitable and inclusive workforce, we strongly encourage you to apply.

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