Advancement Operations Manager
2 months ago
**About BEAM**
The mission of BEAM is to create pathways for students from low-income and historically marginalized communities to become scientists, mathematicians, engineers, and computer scientists. Led by staff with these same technical backgrounds, BEAM believes that pathways to STEM careers are created through community, individual support, and access to advanced work that typically lies outside most school curricula. We work to directly support students and to transition them to other supportive enrichment programs that enable their future success.
BEAM has grown from a small summer program serving 17 students in the summer of 2011 to a year-round, national program, serving 420+ students at six summer program sites and 600+ students in year-round programming in New York City and Los Angeles this school year. In addition, our BEAM National pilot program now reaches over 500 elementary-aged students in seven different states, working to create a new nationwide pathway modeled on our local work.
With our recent strategic plan, our team has committed to transforming the organization from a successful startup to a more mature and scalable organization that can drive change across the country.
**About the role**
**About the Advancement Team —** The Advancement Team raises the revenue to fuel BEAM's work and growth, and thoughtfully stewards BEAM's donors — individuals, corporations, and foundations. The team has six full-time staff members. We expect to raise ~$9M this year and $10M next year.
**KEY RESPONSIBILITIES**:
**Salesforce (65%)**:
Track and analyze key metrics
- Create and maintain dashboards and reports in Salesforce to track key Advancement metrics; proactively recommend refinements and additional key metrics that can help the team effectively track progress towards our goals.
- Analyze data to provide timely insights and recommend effective strategies to the Advancement Team to increase efficiency and effectiveness.
- Maintain donor database in Salesforce, including processing payments, managing acknowledgements, and tracking pledges.
- Execute, and where appropriate train others to execute, data integrity audits and cleanups, as well as data imports and exports using native Salesforce or external tools.
- Lead monthly reconciliation of donation records in Salesforce and accounting software, in collaboration with the Finance Team.
- Oversee matching gift program, including completing required forms, recording gifts, and managing acknowledgements.
Train and troubleshoot
- Provide ongoing training and support in Salesforce to the Advancement Team to ensure team members are proficient, and processes and policies are maintained.
- Develop and maintain relevant training materials and documentation related to Salesforce for the Advancement Team in collaboration with the IT Team..
- Respond quickly and clearly to end users to resolve issues efficiently and correctly in coordination with Salesforce Administrator.
Strategize and plan
- Identify gaps in our Salesforce usage and support, and proactively propose improvements based on industry best practices.
- Liaise with the Director, IT Systems and Operations to communicate the needs and priorities of the Advancement Team.
**Corporate Partnerships (30%)**:
Manage current portfolio of partners
- In close collaboration with the Chief Advancement Officer, coordinate with teams across BEAM to ensure that we are fulfilling our commitments to corporate partners in a timely manner, including creating, implementing, and revising processes to keep work on track.
- Work with the Finance Team to ensure that all stipend and scholarship recipients complete grant agreements and receive their payments in a timely manner.
- Liaise with students who are recipients of stipends and scholarships, including supporting them in putting together materials such as short biographies and slide decks to share.
- Work with the Chief Advancement Officer to prepare proposals and reports for corporate partners.
- Collaborate with the Chief Advancement Officer to develop creative ideas for engaging corporate partners through events, communications, and more.
Grow portfolio of partners
- Work closely with the Chief Advancement Officer to develop and implement an annual corporate giving plan.
- Develop tools and processes for identifying and qualifying new potential partners; conduct prospect research.
Build and manage volunteer engagement opportunities
- With Chief Advancement Officer, build/refine volunteer engagement opportunities.
- Manage corporate volunteer engagement.
**ADDITIONAL RESPONSIBILITIES (5%)**:
- Perform other operations-related duties as requested (e.g., pertaining to Squarespace and Mailchimp), keeping in mind that BEAM is a small and growing organization where team members often wear multiple hats.
**REPORTS TO**:
- Chief Advancement Officer
**THE PERSON**:
In all hiring at BEAM, we seek people who are passionate about the equity-based work that w
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