Senior Associate, Operations, Nonprofit Finance Fund

Posted by Nonprofit Finance Fund on March 14, 2016

The Senior Associate on the Advisory Services Operations (AS Ops) Team serves a critical role in helping Nonprofit Finance Fund’s(NFF) consultants to manage and document their work, while also providing key reports and business insights for departmental leadership. S/he works to ensure continued user adoption and data integrity within Salesforce (NFF’s primary platform for managing data and relationships) as it relates to the delivery of our services. As a result, the user experience of NFF’s consulting team is a top priority for the Senior Associate.

In addition, NFF’s departmental data must also meet a number of broader organizational needs. To accomplish these collaborative goals, a successful candidate must be able to work closely with counterparts in the Advisory Services Business Development Team, NFF’s Finance & Administration Team, and the NFF Salesforce Manager in order to ensure alignment across the organization.

Members of the AS Ops Team also support and participate in the delivery of NFF’s consulting services with clients. Increasingly, many of NFF’s clients are facing issues tied to data integrity and data management best practices as they adjust to the realities of a new “outcomes-based world.” As such, the Senior Associate may have the opportunity to engage in direct consulting services, as appropriate, particularly when client issues arise related to data management.

The preferred location for this position is NFF’s Philadelphia office. The Senior Associate reports to the Associate Director of Advisory Services Operations.

Primary Duties and Responsibilities:

• Reporting, Data Management & Data Integrity: 40%
• Maintenance/improvement of reports and user practices to ensure data integrity across:
  • Capacity planning – i.e., availability of our consulting team in order to aide their effective deployment against a national portfolio of work
  • Initiative management – i.e., the budgetary and workflow data needed to effectively manage complex projects
  • Comprehensive documentation of outputs – i.e., counting the full breadth and depth of services provided by NFF in a given time frame
• Develop a clear understanding of how business development and client delivery systems are being implemented in real time (i.e., how users engage with the system) in order to make recommendations for improvements within Salesforce
• Ensure a smooth user experience for our consulting team, inclusive of adequate individual training and user friendly processes
• Monitor trouble spots and cases logged by the Advisory Services team, in order to resolve and respond to systems issues in partnership with the Salesforce Manager
• Solve business challenges by playing a leadership role in the modification and development of existing Advisory Services systems, in alignment with NFF’s Salesforce Development roadmap and in partnership with the AS Ops team and the NFF Salesforce Manager
• Work in partnership with NFF’s cross departmental Salesforce Superuser Team

Essential Requirements for Education and/or Experience:

• Bachelor’s degree
• Minimum of five years’ experience, including experience in the nonprofit sector
• Highly effective in project management
• Experience working with database or CRM systems
• Excellent written and oral communications
• Ability to see the big picture while maintaining strong attention to detail and commitment to accuracy
• Strong organizational skills and time management abilities; capacity to prioritize competing responsibilities
• Excellent interpersonal skills with demonstrated ability to effectively “manage up” and foster collaboration
• Ability to work in a team environment and to both effectively lead diverse working groups as well as be a strong contributor
• Commitment to learning new software and systems; flexibility, creativity, patience and a sense of humor are necessary qualities
• Strong familiarity/comfort with Microsoft Excel, Word, PowerPoint and Outlook
• Willingness to travel

Specialized Knowledge/Beneficial Skills and Experience:

• Master’s Degree
• Experience with Salesforce strongly preferred
• Experience with Eventbrite and/or online survey tools
• Familiarity with proven project management structures and techniques
• Training/teaching/presentation experience
• Institutional fundraising and/or donor database experience

Please Note:

All salaries are commensurate with experience and include an attractive benefits package.

NFF is an equal opportunity employer and does not discriminate against any applicant or employee because of race, color, religion, sex, national origin, disability, genetic information, age, or military or veteran status in accordance with federal law. In addition, NFF complies with applicable state and local laws governing non-discrimination in employment in every jurisdiction in which it maintains facilities. NFF also provides reasonable accommodation to qualified individuals with disabilities in accordance with applicable laws.

This job posting provides a general list of the essential responsibilities and qualifications required for this position. It does not represent a contract for employment and NFF reserves the right to change the description and/or posting at any time without advance notice.

When submitting an application, please DO NOT include any of the following information with your job application: Social Security number; driver’s license number or state-issued identification card number; financial account number, or credit or debit card number.