Development Operations Associate

About Philanthropy Roundtable:

Philanthropy Roundtable is a well-established organization in the philanthropic and free-market sectors, serving as a resource for hundreds of donors and foundation leaders. Our vision is to build and sustain a vibrant American philanthropic movement that strengthens our free society. To achieve this vision, the organization pursues a mission to foster excellence in philanthropy, protect philanthropic freedom and help donors advance liberty, opportunity and personal responsibility.

Since 1991, Philanthropy Roundtable has served individual philanthropists and foundations to refine their giving strategies to maximize the impact of their resources, as well as emerging donors and entrepreneurs who are developing their philanthropic plans for the first time. The Roundtable is the leading organization in the United States focused on promoting and defending the pivotal role private giving plays in strengthening our communities and how freedom and wealth creation make charitable giving possible.

Our staff is diverse in experience and perspective. We are mission-driven, results-oriented, entrepreneurial, courageous and team-oriented.

About the Role

Philanthropy Roundtable is seeking a Development Operations Associate to assist the Roundtable’s development team with donor relationships and database management. We are seeking a highly organized and detail-oriented individual who would thrive in a fast-paced environment and is eager to support a mission-driven fundraising team.

Reporting to the Senior Director of Strategic Engagement, this role is perfect for someone who enjoys working behind the scenes to support high-impact fundraising efforts. A natural curiosity and the initiative to learn and adapt to new systems, particularly within CRM platforms like Salesforce, will set them up for success.

This role will be expected to work from the Roundtable’s Washington, DC office at least 3 days a week.

The Ideal Candidate Will Be

• Passionate about Philanthropy Roundtable’s mission and fundraising
• A systems-oriented thinker with a strong focus on precision and attention to detail
• Clear and professional in verbal and written communications
• Capable of managing and improving processes
• Comfortable balancing multiple priorities and meeting deadlines
• Effective at working with data and identifying opportunities for greater efficiency

Job duties and responsibilities include, but are not limited to:

• Coordinate and execute the processes for (1) recording revenue, (2) maintaining accurate and detailed revenue records, and (3) thanking donors for their contributions.
• Interface with Finance team to ensure timely and accurate entry of new revenue
• Optimize and manage the Development team’s Salesforce system by ensuring accurate donor records and performing basic database queries to generate reports to improve donor insights and support fundraising and relationship-building goals
• Conduct research on current or prospective donors including biographical research, wealth screenings, donation history, and more to support events, webinars, and as needed for donor travel
• Aid in tracking the internal grant submissions and reporting processes for all donors
• Assist in scheduling and coordinating donor meetings, managing related communications, and arranging travel logistics as needed to support donor engagement efforts
• Serve as liaison between development, marketing and communications, and events teams
• Support the development team with administrative tasks as needed

Qualifications

• 2-3+ years of professional experience in development-related field
  • Relevant internship experience will be considered
• Alignment with mission of Philanthropy Roundtable
• Strong computer skills: excellent use of Microsoft Office products including Outlook, Teams and Excel; experience with a CRM database such as Salesforce (preferred) or Raiser’s Edge required Strong communication skills
• Working knowledge of development processes, particularly backend
• Excellent interpersonal and organizational skills with the ability to work independently and as a team
• Strong attention to detail and quality control
• Solutions oriented – ready to suggest improvements and enhancements as needed and carry these suggestions through to completion
• Minimal travel as needed, up to 5%
• Bachelor’s degree in related field

Compensation

The projected salary range for this role is $60,000-70,000. This salary is contingent upon the specific skills and experience of the selected candidate.

To Apply

To apply, qualified individuals should submit the following application materials in one PDF document:

• Cover letter including:
  • An introductory paragraph describing three distinct reasons you are drawn to Philanthropy Roundtable’s mission and how you came to those beliefs.
  • Salary requirements
• Resume

Applications should be submitted to Talent Market via this link: talentmarket.org/apply-for-your-dream-job/

Questions can be directed to Bailey Drouant, Outreach Manager at Talent Market, who is managing the search: bailey@talentmarket.org

There is no application deadline for this position. Applications are accepted on a rolling basis. This job will remain posted on our site until it is filled.

While we thank all applicants in advance for their interest in this position, we are only able to contact those to whom we can offer an interview. Only direct applications will be considered. No phone calls, please.

Talent Market is a nonprofit entity dedicated to promoting liberty by helping free-market nonprofits identify talent for critical roles. We provide consulting and recruiting services at no cost to 501(c)3 nonprofit organizations that clearly and directly focus on advancing the principles of economic freedom, free enterprise, free trade, free speech, property rights, rule of law, and limited regulation.