Senior Associate, Partnerships and Philanthropy

ImpactAlpha; Boston (MA); Híbrido; USD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Hybrid work model

Professional development

Descripción de la vacante

Social Finance seeks a Senior Associate, Partnerships & Philanthropy to support its fundraising team. You will manage grant processes, prepare proposals, and coordinate engagement with foundations and donors.

You’ll contribute to data-driven reporting, research prospects, and the development of fundraising collateral across priority initiatives. The role emphasizes CRM usage, collaboration with Associate Directors, and leveraging AI tools to improve efficiency while maintaining high ethical

Formación

• Bachelor’s degree required.
• Exceptional writing, editing, and proofreading skills with attention to detail.
• Highly organized with the ability to manage multiple projects and deadlines.
• Strong quantitative skills and familiarity with business, finance, and fundraising principles.
• Experience with CRM systems and data analysis is preferred.
• Hands-on experience using AI tools to improve efficiency and quality in research, writing, reporting, and administrative workflows.

Responsabilidades

• Manage foundation and philanthropic grant processes, including tracking deadlines, coordinating inputs, and assembling proposals and reports.
• Access and manage online grant portals and maintain passwords.
• Support proposal development and fundraising decks with senior leaders.
• Coordinate and track fundraising meetings, materials, and donor communications.
• Maintain grant calendars, trackers, and CRM data for accuracy and timely submissions.
• Prepare briefing materials, donor summaries, and background memos for meetings and leadership.

Conocimientos

Writing

Editing

Interpersonal skills

Time management

Quantitative skills

Attention to detail

Educación

Bachelor’s degree

Herramientas

CRM systems

PowerPoint

Excel

MS Office

Descripción del empleo

About Social Finance

Social Finance is a national nonprofit organization and registered investment adviser dedicated to expanding economic opportunity across America. Founded in 2011, the organization has mobilized more than $500 million to create measurable results in workforce and education, health, and housing. Social Finance operates at the intersection of government, philanthropy, and business, bringing leaders together to improve systems and put capital to work in innovative ways. The organization is built upon five core values: people, performance, integrity, collaboration, and inclusion. These values guide all aspects of Social Finance’s work and internal culture. Social Finance operates across four primary areas of focus: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute. The Impact-first Investment team designs, launches, and manages investments that provide solutions for effectively deploying impact capital across a range of social outcomes. The Workforce and Education Investments team focuses on designing and launching financial solutions to address workforce challenges, including skills acquisition and training access. The Advisory team partners with government and philanthropy leaders to implement data-driven programs for advancing social impact. Through the Social Finance Institute, the organization aims to build the field and change systems through actionable research, communities of practice, and educational outreach. Social Finance maintains collaborative and energizing workspaces in downtown Boston, Massachusetts; San Francisco, California; Austin, Texas; Washington, D.C.; and New York, New York. The organization is committed to creating a truly inclusive workplace and maintains an equal opportunity employer policy that does not discriminate on the basis of any protected group status under applicable law.

About this Role

The Senior Associate, Partnerships & Philanthropy plays a critical role on Social Finance’s dynamic fundraising team, which mobilizes philanthropic and investment capital to advance the organization’s mission. This position combines analytical rigor, operational excellence, grant management, and data-driven reporting to support the team’s strategic objectives. This role is ideal for a proactive professional who is passionate about fundraising and impact investing, thrives in fast-paced environments, and demonstrates strong judgment when navigating complex challenges. The successful candidate will leverage technology, including CRM and AI tools, to drive efficiency and generate insights, approaching their work with a solutions-oriented mindset. Working closely with Associate Directors in Partnerships & Philanthropy, the Senior Associate provides essential support, coordination, and analysis that enables senior leadership to focus on strategy development, relationship management, and major fundraising initiatives. The role encompasses four primary functional areas with the following expected effort distribution: Grants Management and Donor Collateral (30%), Internal Fundraising Coordinator for Select Priorities (30%), Data Management, Fundraising Research, and Analytics (30%), and Events, Convenings, and External Engagement (10%). Actual time spent may shift in response to changing priorities and workload fluctuations.

Responsibilities

• Manage foundation and philanthropic grant processes, including tracking deadlines, coordinating internal inputs, and assembling and submitting proposals, reports, and other required materials such as budgets and IRS Form 990s
• Access and manage online grant portals, including maintaining passwords and account information
• Support proposal development, fundraising decks, and written materials in partnership with Associate Directors and senior leaders
• Troubleshoot submission issues as they arise, including communicating with foundation grants management staff or program officers to resolve portal or payments-related challenges
• Engage cross-functionally with internal teams including programmatic, Finance, Legal & Compliance, and others to gather inputs for grant applications and reports
• Maintain grant calendars, deliverables trackers, and documentation to ensure timely and accurate submissions
• Assist with gift processing, acknowledgments, and stewardship coordination
• Serve as a reliable execution partner to ensure grant and donor requirements are met efficiently and professionally
• Manage the fundraising pipeline for select priorities including the ReNEW Fund, the Social Finance Institute, and annual General Operating support, keeping prospect stages, next steps, and ownership current and accurate in the CRM
• Support the development and maintenance of fundraising collateral for each priority, including decks, one-pagers, and proposal content, in partnership with Associate Directors and relevant internal teams
• Serve as the primary interface with internal teams leading each priority for weekly fundraising check-ins, ad hoc requests, and fundraising meetings
• Prepare agendas and materials for weekly check-ins, track action items, and follow up to keep work moving between meetings
• Triage ad hoc requests from internal teams, responding directly where appropriate and escalating to Associate Directors or senior leaders as needed
• Coordinate preparation for fundraising meetings, including briefing materials, attendee logistics, and post-meeting follow-up
• Maintain accurate, timely, and well-organized fundraising and prospect data in CRM and related systems, in close coordination with Associate Directors
• Conduct high-quality research on individuals, foundations, and family offices to support cultivation and solicitation strategies
• Support the preparation of fundraising reports, dashboards, and pipeline summaries for internal leadership
• Prepare briefing materials, prospect summaries, and background memos for donor meetings and senior leadership
• Assist with ad hoc analysis and data pulls to support fundraising strategy, planning, and decision-making
• Partner with Associate Directors to improve data hygiene, documentation, and reporting workflows over time
• Manage an active calendar of donor and prospect events, including small gatherings, briefings, roundtables, and cultivation events
• Lead logistical planning for fundraising events, including scheduling, venue selection, vendor coordination, guest communications, and event materials
• Coordinate internal event planning processes, including timeline management and task tracking, run of show, briefings, and event follow-ups
• Actively leverage technology and AI tools to streamline research, reporting, writing, and administrative workflows
• Identify opportunities to automate, templatize, or improve processes to reduce manual work and increase efficiency
• Serve as a thought partner to Associate Directors on how technology can improve fundraising operations and insight

Requirements

• Bachelor’s degree required
• 3-6 years of relevant experience in fundraising, advancement, consulting, finance, marketing, or nonprofit operations; grants management experience preferred
• Exceptional writing, editing, and proofreading skills, with meticulous attention to detail and the ability to produce polished, donor-ready materials quickly and accurately; experience with grant or proposal writing is a plus
• Highly organized, with a demonstrated ability to manage multiple projects and competing deadlines simultaneously, supported by strong time management and prioritization skills
• Proven ability to excel in a fast-paced environment, balancing urgent requests and longer-term priorities while maintaining accuracy and quality
• Strong quantitative skills and familiarity with business, finance, and fundraising principles
• Exceptional presentation and PowerPoint skills, with an eye for clean, professional visual design and formatting
• Experience with CRM systems and proficiency in the Microsoft Office Suite including Excel and Word
• Hands-on experience using AI tools to improve efficiency and quality in research, writing, reporting, and administrative workflows, with sound judgment about when to verify and refine AI-generated outputs
• Strong interpersonal skills and the ability to coordinate and collaborate effectively across internal teams and with external stakeholders, keeping partners aligned through clear communication and consistent follow-up
• Ability to maintain discretion and handle sensitive information about ultra-high-net-worth individuals and funders with professionalism and confidentiality
• Entrepreneurial mindset, proactive approach to problem-solving, and commitment to delivering high-quality work
• Permanently authorized to work in the United States on a full-time basis
• Fully vaccinated against COVID-19, including receiving a booster shot, to be in-person at a Social Finance office, client location, or Social Finance-sponsored event

Benefits

• Comprehensive health care coverage including medical, dental, and vision insurance
• Flexible spending accounts and access to Blue Cross Blue Shield Wellness Program “AHealthyMe Rewards”
• Retirement savings plan with employer contribution
• Short-term, long-term, and life insurance policies
• Commuter benefits and cell phone reimbursements
• Hybrid work model with minimum of two days per week in office and on an ad-hoc basis as needed
• Dedicated budgets for team building and employee recognition
• Annual budget for external professional development opportunities
• Mentorship and onboarding programs
• Collaborative and energizing workspaces in downtown Boston, San Francisco, Austin, Washington D.C., and New York
• Paid vacation and paid holidays with 12/24-1/1 off every year
• Paid parental leave
• Annual salary increase of $2,500 at this level
• Eligibility to participate in firmwide annual bonus program, typically between 5-10% (bonuses not guaranteed and dependent on organizational and individual performance)